Nine in ten VMware customers are exploring alternatives on licensing costs, and Topgolf's migration savings show why the pressure is building fast.
Topgolf saved more than $11.3 million after migrating off VMware, despite a deep prior relationship with the platform, according to Ars Technica. A separate survey found licensing costs are pushing 90% of VMware customers to actively explore other options.
The exodus comes as PC shipments post their sharpest quarterly decline since Q1 2023, adding another data point to a broader enterprise IT spending reset underway alongside the AI infrastructure buildout.
Broadcom's VMware pricing strategy is creating a genuine market opening for infrastructure challengers, and the savings numbers are now big enough to force board-level migration conversations. IT leaders should treat this quarter's licensing renewal as a negotiation moment, not a formality.
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