AVGO · News · 20260731N

VMware Customer Dynamics

Broadcom Inc. · 2026-07-31 · Importance 31 · Surprise 42

Insight Enterprises’ CTO reported customer “chaos,” “pain,” and “confusion” following Broadcom’s changes to VMware’s business and commercial model. The disruption has increased customer choice in software-defined infrastructure and strengthened Nutanix’s role as a partner. Insight is helping customers evaluate migration, managed-services, and infrastructure alternatives. The report also described VMware’s underlying technology as stronger, suggesting customer friction is concentrated in the transition and channel experience rather than product capability.

Key facts

• CRN reports Insight Enterprises' CTO said customers are experiencing "chaos," "pain," and "confusion" due to Broadcom's acquisition of VMware and that Nutanix has become a more important partner. source