AVGO · News · 20260922N

VMware Customer Dynamics

Broadcom Inc. · 2026-09-22 · Importance 32 · Surprise 24

Gartner predicts that 55% of enterprises will initiate proofs of concept for alternative distributed hybrid infrastructure products by 2029. The forecast attributes the potential VMware exit activity to customer dissatisfaction with communication, commercial practices, and support delays following Broadcom’s acquisition. Nutanix, AWS, Microsoft, HPE, and Proxmox are identified as competitors that could capture VMware workloads, creating strategic and retention risk for Broadcom’s infrastructure software business.

Key facts

• The anticipated shift away from VMware-based deployments is said to be largely due to increased negative sentiment from VMware customers regarding communication, commercial practices, and support delays following Broadcom's acquisition. source
• The news digest references Broadcom's acquisition of VMware (noting effects on customer sentiment and market dynamics). source