Welcome to Episode 12 of the Cloud Wars Horizon Minute — featuring news and commentary hosted by Acceleration Economy analyst Tom Smith. Each episode provides insights into one or more new companies that are being covered for the Cloud Wars Audience.
This episode is brought to you by Cloud Wars Expo. This in-person event will be held from June 28th to 30th at the Moscone Center in San Francisco, California
00:10 — A new survey from 451 Research/S&P Market Intelligence takes the pulse of VMware and Broadcom customers in the wake of the latter’s pending $61 billion acquisition.
02:26 — One striking data point: Just how critical and strategic VMware is to its customers; quite the opposite of the “legacy” moniker so often assigned to this provider of virtualization and multi-cloud software
02:48 — 56% of those surveyed currently have a negative view of the deal, fearing loss of innovation and unfavorable changes to licensing terms.
03:10 — A smaller group of customers see the upsides, including benefits in networking and edge technology, as well as greater financial viability.
03:25 — Customers say Broadcom needs to do a better job, post-acquisition, of integrating VMware than it did with its previous deals when it acquired CA and Symantec.