Overview

• At Gartner’s Australia Symposium, research VP Julia Palmer said hyperscalers can no longer resell VMware subscriptions for hosted VMware services, requiring direct purchase from Broadcom with license portability.
• Palmer said hyperscalers will leverage hosted VMware engagements to convert customers to what they call “proper cloud,” increasing migration pressure.
• She advised phased strategies: modernize or re‑platform suitable applications in up to a year, while full departures typically take three or more years.
• Recommended destinations were ranked Nutanix first, then public clouds, then Azure Local, then Windows Server/Hyper‑V, with Red Hat virtualization and OpenStack/KubeVirt least favored.
• Palmer called VMware Cloud Foundation 9 a solid on‑premises option even as customers flag price and support concerns, and Broadcom reported infrastructure software revenue up 25% to $6.6 billion.