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Broadcom loses another big VMware customer

(www.theregister.com)
146 points belter | 3 comments | 03 Dec 24 16:44 UTC | HN request time: 0.617s | source
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skissane ◴[03 Dec 24 17:16 UTC] No.42308551[source]▶
10x price increase? Sounds like a classic Computer Associates move. I think when Broadcom bought CA they also acquired this aspect of CA’s culture, and are now applying it to products which never had anything to do with CA.
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danudey ◴[03 Dec 24 17:37 UTC] No.42308791[source]▶
What I've been hearing from others is that Broadcom wants to extract the most money possible from their top 10% of customers and shed the rest.

That said, even AT&T is jumping ship: https://arstechnica.com/information-technology/2024/10/broad...

To think that the migration away from VMWare would cost $40-50m but have a "very quick payback" presumably means that AT&T is a gigantic customer paying a ton of money, so if they're not in the top 10% contracts worth keeping then who is?

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1. kotaKat ◴[03 Dec 24 18:09 UTC] No.42309181[source]▶
Bad news, AT&T settled. They knew they could extort Broadcom back by going public to get their discount.

https://www.ciodive.com/news/broadcom-att-vmware-settlement-...

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2. p_l ◴[03 Dec 24 18:16 UTC] No.42309299[source]▶
Not everyone wants to go the court way to force a discount - lots of places are furiously looking at minimizing the time spent paying the hiked up prices.
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3. bluGill ◴[03 Dec 24 18:54 UTC] No.42309796[source]▶
It would not surprise me if AT&T was playing with alternatives and just decided to pay up for a couple years while they learn more and figure out how to migrate. It is likely that the alternatives - with the influx of customers dropping vmware - get enough better in a couple years that vmware is much better.