https://www.crn.com/news/cloud/broadcom-to-rapidly-shift-vmware-software-licenses-to-subscriptions
Given that these are the key focus areas for Broadcom which VMware teams fall under these areas?
Key areas: vSAN, vSphere, vRealize, SaaS/Subscriptions
Great analysis from silicon angle
https://siliconangle.com/2022/05/27/broadcom-will-tame-vmware-beast/
What about carbon black?
Well, by that logic Carbon Black Cloud is subscription based (also natively integrated with Vsphere, NSX and Workspace One), so it should be fine
SD-WAN/SASE are subscription but SASE has been slow to roll out, missing features and buggy. Neither are significant revenue compared to top products, probably about $700 million annually total for 2021. Estimates are $2 billion for SD-WAN and $2 billion for SASE in 2021 for all vendors, total market. VMware had about 18% for SD-WAN but less for SASE. The potential is over $1 billion for VMware in 2022 if they get their act together and flesh out the SASE portfolio and get the bugs out. So the question is will Broadcom hang in there and continue to fund the engineering and the considerable operations to fun the SASE platform?
SASE isn't even a product. It is an architecture for delivering security and it is on a platform that leverages SD-WAN PoPs and Gateways and the SD-WAN Orchestrator. The individual security services are products from other VMware BUs and OEM. Broadcom could replace some security services with Symantec products or they could add services using those products.
Euc is all subscriptions now so that for sure