As firms abandon VMware, Broadcom is laughing all the way to the bank

VMware, now under Broadcom, faces challenges in 2025. It's focusing on large accounts, taking over 500 directly and cutting out channel partners, while allowing partners to manage 1,500 major accounts. The channel is in turmoil due to program changes and poor communication. Forrester predicts VMware's top 2,000 customers will reduce deployment by 40%. Despite this, Broadcom is expected to boost profits through price increases, cost-cutting, and limited competition in virtualization.