It’s not exactly breaking news, but the mass exodus from VMware that was predicted to happen two years ago never came about. That’s not to say, of course, significant movement has not happened nor is underway. We’re betting that Gartner, for its part, still feels pretty confident in its projection that VM market share will fall from about 70 percent in 2024 to about 40 percent in 2029, as a recent survey of IT decision makers performed for Cloudbolt showed that 86 percent are actively reducing their VMware footprint. A mere 4 percent have completed a full migration away from VMware. Indeed, a mass migration of sorts has been underway, it’s just happening “one workload at a time, one renewal cycle at a time, one frustrated IT leader at a time,” argued executives at Cloudbolt. “The predicted stampede became a calculated retreat,” they continued. And that’s likely what Broadcom expected and planned for since the beginning. “Their strategy was never to keep every customer. It was to maximize value from those still on the platform while the market slowly diversifies,” Cloudbolt executives surmised. But as the fear of disruption has leveled off somewhat, and at the risk of being accused of more unwarranted fearmongering, IT decision makers do face another VMware deadline that could have dire consequences if ignored. As reported in the winter issue of ChannelVision Magazine, Broadcom has set October 2027 as the end of general support By Martin Vilaboy State of the VMware Migration Actions Taken Since Acquisition Consolidated workloads 47% Began migrating 45% Renegotiating licensing 41% Engaged consultants 38% Replaced with SaaS 35% No significant action 14% Source: Cloudbolt survey, 2026 EDGE TO CLOUD 52 CHANNELVISION | SPRING 2026
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