Assuming the "spinnaker" it talks about is https://spinnaker.io/ how does it translate the move from virtualization to deployment?
Is it being implied that Telefònica Germany is moving to the cloud, and dismissing its vmware license (and hardware, and datacenter stuff) ? Was Telefonica running vSphere on the Managed VMWare offering on AWS?
Don't get me wrong, I loathe BroadCom as much as the next guy, but this article isn't very informative.
And I don't think this involves moving anything other than support responsibilities.
This article is just about buying support from another provider.
VMware does _a lot_ more than just virtualization these days. This most likely has something to do with Tanzu Platform for Cloud Foundry or just Tanzu, which does provide CI/CD services.
Which they likely migrated to Spinnaker and vanilla Kubernetes.
This makes sense for the "bidders" part of the article. They need to slowly transform things and slowly desert/transform systems.