Forrester predicts exodus from Virtzilla following Broadcom takeover
https://www.theregister.com/2023/11/08/vmware_customer_forrester_prediction/
6 replies (most recent on top)
Honestly, this is exactly why I see the Tanzu products being a big part of the company's future. They're not tied to on-prem vSphere tech and are the perfect modern suite to allow companies to make that jump to multi cloud.
Hyper-V, Citrix, Oracle, Nutanix, Proxmox, RHEV, a dozen others...
It's not like hypervisors are all that uncommon these days. Otherwise, increasing OP virtualization costs will likely push more customers to GCE, AWS, etc. Some customers will also likely just increase their investment in Swarm or non-VMW K5s, etc.
Enterprise will be slower to move, small business will be fast, especially if costs increase.
Where would exiting customers go? Which competitors?
I'm a big fan of The Register, not so much of Forrester (or any other analyst firm - they get it wrong more often than right). I do agree with the Forrester quote: "Many are exhausted by significant price hikes, degrading support, and mandatory subscription to software bundles in which some modules such as NSX and Aria Suite/vRealize Suite end up as shelfware." All of my customers (I'm on the partner side) are saying the same thing, but all they are doing at this point is complaining, not moving away from VMware. Some are actively searching for alternatives, none are looking at growing their VMware environment, but none are actively moving away. There's no way 20% of VMware customers leave next year - simply because they can't move that fast. The article does say: "In 2024, Forrester predicts that 20 percent will begin their escape" - which is not the same as 20% will leave so that's Forrester's out when the 20% drop in customers doesn't materialize.
When a website has to display electrons to ad-targets all day long, they will display them in any order that renders to english words. It doesn't mean that they have any value, it just means another target got to view ads.
But 4 out of 5 dentists agree