Broadcom Acquired VMware. 98,890 Companies Are Reconsidering Everything.

## Broadcom Acquired VMware. Then the Bills Arrived. In November 2023, Broadcom completed its $61 billion acquisition of VMware — one of the largest technology deals in history. Within weeks, customers began receiving renewal quotes that bore no resemblance to what they had paid before. AT&T received a **1,050% price increase** on a contract covering 75,000 virtual machines. Toshiba, a 16-year VMware customer, was quoted **10 times its previous renewal cost**. Telefónica Germany received a **5x quote**. MSIG Insurance Asia saw **300–400% increases**. A Dutch court had to order Broadcom to keep supporting a government ministry while it migrated. This was not an anomaly. This was the business model. --- ## The Real Cost Impact on Companies The billing model itself changed fundamentally. Broadcom moved from **per-socket pricing** to **per-core CPU billing**, with a minimum requirement of 72 cores per server — up from 16. For small and mid-market companies running lean environments, this alone triggered **350–450% cost increases** before any product price changes were factored in. Miss your contract renewal anniversary by a single day? **20% penalty surcharge.** No exceptions. --- ## What Companies Are Actively Evaluating --- ## The Companies Making These Decisions — Right Now The decision-makers inside these 98,890 VMware vSphere companies are not waiting. Migration timelines for large environments run **18–48 months**, which means the evaluation phase — the critical vendor selection window — is happening today. --- ## How ELP Data Helps Vendors Win VMware Displacement Deals If you sell alternative virtualisation platforms, cloud migration services, third-party support, infrastructure hardware, or FinOps tools — **98,890 companies are your target market right now.** ELP Data provides verified, direct-contact data for every one of them. The window is open right now. Every week a company signs a 3-year Broadcom renewal, that's a 3-year lockout for every competitor. Reach them before they decide.