Still don’t get what the point is. You can temporarily squeeze the locked in customer for good quarterly numbers but in long run youre just fucking up your business permanently
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For some companies, the migration from oracle to anything else would cost too much and hard to justify in some places, especially government. It's the same for VMware, It will takes many years for some government agencies to replace it with something else.
I'm guessing Broadcom is going the same way. They can't compete against cloud migrations or open source alternatives.
So as you said, they're squeezing locked in customers, the fastest they can until they've all migrated... Or until some decided that keeping it at that price was still a better ROI than migrating.
I don't think a lot of people will start a new VMware data center in the years to come.
And then at the next renewal, when the price goes up 3x, the cost of a one-time migration will look cheap - to the new executive that's in charge at that time.
This[1] from 2022 says "Broadcom's stated strategy is very simple: focus on 600 customers who will struggle to change suppliers, reap vastly lower sales and marketing costs by focusing on that small pool, and trim R&D by not thinking about the needs of other customers – who can be let go if necessary without much harm to the bottom line. The Register offers that summary based on Broadcom's own words, as uttered at a November 2021 Investor Day."
and "Krause said Broadcom is content to have those 100,000 customers "trail" over time."
[1] https://www.theregister.com/2022/05/30/broadcom_strategy_vmw...