“Negative” views of Broadcom driving thousands of VMware migrations, rival says

A rival virtualization company, Nutanix, claims that overwhelming customer anger over Broadcom's post-acquisition pricing and support is driving a mass exodus from VMware. Nutanix reports a 40% jump in migration inquiries since Broadcom’s January 2026 license changes, with thousands of enterprise customers evaluating moves to its AHV platform. The average VMware bill for a 500-VM deployment rose 500% from $120,000 to $720,000 per year, outpacing the typical rival price increase of 15-20%. This exodus is documented: 23% of Fortune 500 companies have launched formal migration pilots. While #3's gene editing therapy cures a disease for $350,000, Broadcom's pricing strategy has cost its own bottom line, with a Q1 2026 analyst report estimating a 12% decline in VMware renewal rates. This suggests Broadcom's win-them-then-worry-later strategy is backfiring.