'Robertson said that Sheetz decided to quit VMware because Broadcom's changes, which include eliminating perpetual licenses in favor of subscriptions to large bundles, forced the retail chain's hand. He added:
The projected price hikes, coupled with a mandatory subscription model and a five-year commitment, simply created too much uncertainty around long-term budgeting and increased our vendor dependence.'
https://arstechnica.com/information-technology/2026/07/sheetz-moves-838-stores-off-vmware-broadcom-created-too-much-uncertainty/
I've never heard of StorMagic, but there are so many alternatives to VMWare now. I guess Broadcom is counting on customer lock-in because switching costs are so high.
At a certain point, though....