VMware Licensing and Commercial Strategy

Analysis of Broadcom's post-acquisition changes to VMware's commercial model, including licensing transitions, pricing overhauls, product bundling, partner program changes, and resulting customer migration and competitive impacts.

VMware's Cash Cow vs. Growth Re-Earning: The Broadcom Balancing Act

Large-enterprise lock-in sustains revenue while AI workloads and entry-level demand shift

By KAPUALabs

/ 8 Sep 2026

The T-Mobile Lawsuit: How a $24M Dispute Exposes Broadcom’s VMware Strategy

A courtroom injunction and migration of 303,000 cores reveal the high stakes of Broadcom’s subscription-only push.

By KAPUALabs

/ 8 Jul 2026