And Rajiv Ramaswami, president and CEO at Nutanix, said via email: “What we’re hearing from customers over and over is that they’re concerned about Broadcom’s impact to VMware, from pricing increases, to support changes, and lack of innovation … We have benefitted from customers leaving VMware, like Treasure Island Hotel & Casino and Computershare, and we see this as a significant multi-year tailwind.”
While rip and replace of a virtual environment would seem complex, time-consuming, and impractical, another VMware competitor says that’s happening.
“In terms of what we have seen, savvy customers – having broadly seen this before – did multi-year renewals ahead of the close of the acquisition and have now deliberately put themselves on the clock to remove VMware entirely from their information infrastructure,” said Bryan Cantrill, CTO at Oxide Computer.
