Broadcom
With the acquisition of VMware, Broadcom has developed a clear strategy in terms of market approach, product (development) and the use of Cloud. Central to this has been simplification: on one side in the number of products (for Cloud, there is now only one: VMware Cloud Foundation) and also in a new commercial format: subscription.
This latter change has had a very significant impact on the market: a large part of the market uses so-called perpetual licences with support packages attached. These users are now faced with a new investment in a monthly model. This has caused a reconsideration: VMware by Broadcom as a vendor has come up for discussion and technical alternatives are being considered.
This change has been a huge driver for parties to review their technology stack, but thus also their Cloud strategy. This may well have been a strategy by Broadcom to position VMware and actually VMware Cloud Foundation right next to the other Clouds: public hyperscalers like AWS, Azure, Oracle and Google Cloud.