Realistically these products aren't being killed; they'll still be available in subscription bundles just not as perpetual licenses.
But the OP says:
Listing the 56 VMware products and platforms being killed off, VMware said: “All licensing options including Perpetual, Support & Subscription (SnS), SaaS/hosted and subscription, as well as all editions, suites and pricing metrics of each product, unless otherwise noted, are included in this announcement. These products are no longer available for purchase.”
I've heard Broadcom is also (dishonestly) pushing a sudden and harsh RTO plan that will probably lead to a huge amount of staff turnover.
Broadcom will not be able to extract their acquisition cost out of future customer due to their rate of cuts.
Broadcom watched Arm sue Qualcomm, and was like, hold my beer. Revenue for VMware was 13.6B last year. They would have to maintain that for 4 more years just to break even on revenue. There is zero chance they will make a profit on this acquisition.
That assumes they would run the business as is, indefinitely.
If they sell some parts, fire 75% of who is left, and squeeze the hell out of numerous large corporations who literally have no choice but to pay up... I think they will be fine. Leaving behind a scorched earth, and many lessons learned.
Many large operations simply can not move away from their current stack in less than three years. But they will need support and licenses if only due to regulations. It will be mad, there will be a lot of screaming, and ultimately we will just move on, to newer and better stacks.
According to VMware/Broadcom in the article: “All licensing options including Perpetual, Support & Subscription (SnS), SaaS/hosted and subscription, as well as all editions, suites and pricing metrics of each product, unless otherwise noted, are included in this announcement. These products are no longer available for purchase.”
It reads like these products and any way to purchase them have been axed. What am I missing? - if the expectation is that these products will be bundled into future product offerings, that’s a big if and if I’m not mistaken I don’t think we have any concrete information about that yet.
“All licensing options including Perpetual, Support & Subscription (SnS), SaaS/hosted and subscription, as well as all editions, suites and pricing metrics of each product, unless otherwise noted, are included in this announcement. These products are no longer available for purchase.”
Honestly, looking at the list, I'm not sure what they actually still sell.
It sounds pretty unambiguous; they go out of their way to note that these products are no longer available by any means and are discontinued, and they list both vSAN and NSX.
But, yeah, just because a company says something doesn't mean it's true, I guess - wouldn't put it past them to say "oh, all these products have been replaced by the new VMWare vCloud Platinum MAX offering" which is just the same products in a bundle that costs ten times as much.
When they say "products" they mean the specific licenses available to purchase. The original announcement linked on that page has all the details:
For customers seeking an HCI solution, we offer VMware vSAN as an add-on to vSphere Foundation, which includes all the capabilities of vSAN including vSAN Max.
Yuck. The subscription everything model of everything just feels dystopian and a step backwards. It’s everywhere .. even silly simplistic applications and add on’s all subscription.
Comments
Realistically these products aren't being killed; they'll still be available in subscription bundles just not as perpetual licenses.
But the OP says:
I've heard Broadcom is also (dishonestly) pushing a sudden and harsh RTO plan that will probably lead to a huge amount of staff turnover.
Broadcom will not be able to extract their acquisition cost out of future customer due to their rate of cuts.
Broadcom watched Arm sue Qualcomm, and was like, hold my beer. Revenue for VMware was 13.6B last year. They would have to maintain that for 4 more years just to break even on revenue. There is zero chance they will make a profit on this acquisition.
That assumes they would run the business as is, indefinitely.
If they sell some parts, fire 75% of who is left, and squeeze the hell out of numerous large corporations who literally have no choice but to pay up... I think they will be fine. Leaving behind a scorched earth, and many lessons learned.
Many large operations simply can not move away from their current stack in less than three years. But they will need support and licenses if only due to regulations. It will be mad, there will be a lot of screaming, and ultimately we will just move on, to newer and better stacks.
According to VMware/Broadcom in the article: “All licensing options including Perpetual, Support & Subscription (SnS), SaaS/hosted and subscription, as well as all editions, suites and pricing metrics of each product, unless otherwise noted, are included in this announcement. These products are no longer available for purchase.”
It reads like these products and any way to purchase them have been axed. What am I missing? - if the expectation is that these products will be bundled into future product offerings, that’s a big if and if I’m not mistaken I don’t think we have any concrete information about that yet.
I think the original blog post from VMWare pretty much says what the above person was claiming, if I'm reading it right:
https://news.vmware.com/company/vmware-by-broadcom-business-...
That blog post was from December, whereas the story link seems to reference a KB from the other day (or today depending on your time zone): https://kb.vmware.com/s/article/96168?lang=en_US&ref=thestac...
This could be read as the solutions will be made available in other products, but there’s no substantial details about that anywhere that I’ve seen.
I think what this really demonstrates is just how much uncertainty around what Broadcom is actually doing with VMware under its new management …
I don't think that's correct - from the article:
“All licensing options including Perpetual, Support & Subscription (SnS), SaaS/hosted and subscription, as well as all editions, suites and pricing metrics of each product, unless otherwise noted, are included in this announcement. These products are no longer available for purchase.”
Honestly, looking at the list, I'm not sure what they actually still sell.
I guarantee vSAN and NSX are not canceled; they're critical components of the VMware stack.
Here's the actual article from VMWare:
https://kb.vmware.com/s/article/96168?lang=en_US
It sounds pretty unambiguous; they go out of their way to note that these products are no longer available by any means and are discontinued, and they list both vSAN and NSX.
But, yeah, just because a company says something doesn't mean it's true, I guess - wouldn't put it past them to say "oh, all these products have been replaced by the new VMWare vCloud Platinum MAX offering" which is just the same products in a bundle that costs ten times as much.
When they say "products" they mean the specific licenses available to purchase. The original announcement linked on that page has all the details:
LoL, I just looked at the vSAN cancellation.
People are snapshoting the hell out of those pages on the wayback machine! The world is going insane right now.
Broadcom is burning more actual value than Elon Musk.
Yuck. The subscription everything model of everything just feels dystopian and a step backwards. It’s everywhere .. even silly simplistic applications and add on’s all subscription.