A key differentiator for VMware Cloud Foundation as the industry-leading private cloud platform is flexibility.
VMwareを買収した後にライセンス体系を大きく変更したBroadcomは、強硬な姿勢を軟化させ、VMware製品の販売戦略を修正している。ただし懸念材料は残されたままだ。Broadcomの方針転換の内容と、専門家の見解は。
しかし、VMwareを巨額で買収したBroadcomは強気の姿勢を崩さず、2024年12月に開催された同社の決算説明会でさらなる事業拡大を発表した。
実際に、BroadcomはVMwareの買収後、製品のライセンスモデルを変更したり、製品ラインアップを削減したりした。これに対してユーザー企業が訴訟を起こした例もある。ユーザー企業やアナリストは現状の変化をどのように受け止めているのか。
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