Introduction
• Why this acquisition matters
• VMware’s legacy and its role in cloud and virtualization
⸻
The Broadcom Acquisition
• Timeline of the acquisition process
• Broadcom’s strategic motivations
• Market and community reactions
• Key financial figures and impact
⸻
Current Business Impact
• Licensing model changes
• Product portfolio consolidation
• Effect on partners and the channel
• Organizational restructuring (jobs, culture, strategy)
• Customer churn and shift to alternatives
⸻
What’s Changing for Customers?
• Is VMware still viable for SMBs?
• Effects on core products (vSphere, NSX, vSAN, Horizon)
• Fate of cloud services (VMware Cloud on AWS, etc.)
⸻
VMware’s Future: Focused Powerhouse or Fading Giant?
• Enterprise-first and hybrid cloud strategy
• Integration into Broadcom’s enterprise stack
• Is VMware becoming an “elite-only” platform?
• Competitive landscape: Nutanix, Red Hat, KVM, Proxmox, etc.
⸻
Strategies and Alternatives for the Ecosystem
• How partners, MSPs, and VARs are responding
• Migration paths for concerned customers
• Role of hyperscalers (AWS, Azure, GCP)
• Rise of open-source: KVM, Harvester, OpenStack, and more
⸻
Conclusion
• Will VMware emerge more focused and profitable—or lose its edge?
• Final thoughts on innovation vs. monetization in the new VMware era