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VMware Licensing Costs Push Enterprises Toward The Exit

recodeai Staff · Oct 14, 2026 · Chips & Infra · 2 min read
The story

Topgolf saved over $11.3 million leaving VMware, while a new survey finds 90% of VMware users are now exploring alternatives.

Topgolf reported saving more than $11.3 million after migrating off VMware, despite a historically deep integration between the two. A separate survey found that licensing costs are driving 90% of VMware customers to actively explore other options.

The pattern points to sustained fallout from Broadcom's pricing changes since its VMware acquisition, with enterprises weighing migration costs against ongoing licensing fees.

Why it matters

CIOs now have hard numbers to justify the cost and risk of VMware migrations to their boards. This is a live budget decision for any enterprise still running VMware infrastructure, not a hypothetical one.

Sources: Ars Technica · Ars Technica

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