NOTE FROM THE EDITOR
Major shifts in the tech ecosystem happen slowly and then all at once, to borrow a Hemingway line. Broadcom’s acquisition of VMware meandered along for 18 months until suddenly, on Nov. 22 of last year, the ubiquitous virtualization software provider was in hands of the tech behemoth.
The changes were sweeping and swift, leaving customers who hadn’t prepared with a difficult choice: stay and face significantly bigger bills or look for a costly and potentially disruptive exit strategy.
To capture just how disruptive the acquisition and ensuing portfolio rationalization was, this year I spoke to customers, analysts and technology providers that are part of the VMware ecosystem. I had a number of conversations with Broadcom executives as the drama played out, too.
It’s not over yet, and there will be plenty more to report in the coming months. But, for now, here’s a look at what transpired during VMware’s first year under Broadcom and what it means for customers.
Have a VMware story to tell? Email me at [email protected].
Thanks for reading,
