https://idcdocserv.com/US51341423?
This comes across as a paid promotion piece. It's not good advice to IDC clients.
There are no joint solutions from Broadcom now that they have VMware. There is no product integration, no product synergies. Just a list of disparate products.
The only change is that customers can buy from one vendor, but you can be sure that they have not integrated the back end systems and buying isn't easy.
VMware Cloud Foundation is a hosting and management layer, and it is expensive. It's a migration path as you go to the cloud native platform.
BC are betting on application modernization but Tanzu is a lagging product. There are many alternatives, especially cloud native tools.
BC isn't focused on investment. They are cost cutting like crazy. They have not announced any investment plans.
Broadcom has eliminated Market Development Funds, they have laid off partner enablement managers and partner marketing managers.
BC are ignoring all but the top customers but much of their revenue comes from those that are below the top 20%.
All of the partners are signed up to sell the competition, and the competition are going after them and will be taking better care of them.
BC and VMware have no products for AI. VMware is just using AI to automate some existing management functions.
VMware is betting on Edge compute but they can't identify much in the way of use cases, IOT being the only one that seems viable.
Gartner put VMware in the niche category in the Single Vendor SASE MQ after 5 years as a leader for SD-WAN MQ. Embarassing for sure.