1 in 5 VMware customers plan to jump off its stack next year

Trending 3 months ago

Updated Forrester reckons that up to 20 percent of VMware action barter plan to escape its all-encompassing virtualization assemblage in the advancing year.

In its predictions for 2024, the all-around IT bazaar researcher said the approaching $61 billion accretion of VMware by telecoms behemothic Broadcom has "cast a adumbration on an already abandoned VMware chump base."

Broadcom has promised that the mega alliance will "close soon" in a new aurora for VMware, but in its basement forecasts for abutting year, Forrester said it ability be the end of the band for abounding customers.

"Many are beat by cogent amount hikes, aspersing support, and binding cable to software bundles in which some modules such as NSX and Aria Suite/vRealize Suite end up as shelfware," a blog by arch analysts Michele Pelino and Naveen Chhabra said.

As Reg readers may remember, VMware pushed through a double-digit amount increase on its amount abiding licensing and abutment aftermost year, able from August 2022. This included a 10 percent backpack on vSphere, vCloud, vSAN, NSX, vRNI, and VCF.

Customers are afraid about added advancement movement in prices afterwards Broadcom completes its buy of VMware, with the cease of the accord currently delayed by China's bazaar regulators, who are still analytical the proposed $61 billion purchase.

Despite the signs of bread-and-butter turbulence abutting year, Forrester said companies would about-face to technology to differentiate themselves from the competition.

The analyst abode believes that abounding of VMware's action audience are exploring alternatives to its virtualization, billow management, end user computing, and hyperconverged basement articles admitting the company's ascendancy in these technologies. In 2024, Forrester predicts that 20 percent will activate their escape.

  • As ambiguity swirls, VMware closes its home for beginning software
  • Fears China could debris Broadcom's VMware bridal as animus for sanctions
  • VMware agents reportedly told job cuts may alpha afore Broadcom acquisition
  • Here's how VMware hopes to absorb $1B Broadcom R&D account boost

Meanwhile, the virtualization behemothic has been appetite to augment its appeal. Earlier this week, it appear plans to advance a ballast in the abstracts casework market. Last year it launched VMware Data Services Manager to which it has aloof added Google's AlloyDB, the PostgreSQL accordant advanced end to the Chocolate Factory's RDBMS.

Among Forrester's added predictions, Lee Sustar, arch analyst, said that appeal for AI-related workloads would drive at atomic ten above accounts to "redirect cogent absorb to OCI, bringing over at atomic $100 actor in anniversary billow absorb each."

It ability be acceptable account for Oracle's Cloud Infrastructure biz, but it is a bead in the ocean. Worldwide end user spending on accessible billow casework is anticipation to abound to around $597.3 billion in 2023, according to Gartner.

Forrester additionally predicted billow hyperscalers will advertise 30 new regions in alarm of ascendancy concerns. "By the end of 2024, accessible billow vendors will accept appear and/or launched at atomic two geographically afar regions in every cogent bazaar to break advanced of ascendancy requirements, altitude change challenges, and risks affiliated to geopolitical tensions," Sustar said. ®

Updated to add on November 9:

A VMware agent has been in blow to respond: "We abide to see our multi-cloud action bell acerb with our barter who abide committed to our technology portfolio.

"In the case of these Forrester Predictions, we accept an accessible enquiry to altercate the authority of the annotation offered in the blog."