VeloCloud, Now part of VMware - we've moved to VMware SASE Risk Report

🛡️ Financial & Liquidity

Broadcom's acquisition and pricing strategies have led to significant financial implications for VMware Velocloud. The company has faced challenges with its pricing model post-acquisition, resulting in dissatisfaction among some customers and partners. Significant price changes have influenced customers to consider alternatives, posing risks to financial sustainability.

• 📅 On May 8, 2025, ex-VMware customers explained their migration to Nutanix, motivated by financial dissatisfaction.
• 📅 On June 20, 2025, Broadcom addressed pricing outrage claims, defending current strategies.
• 📅 On July 11, 2025, Telefónica Germany transferred VMware support to Spinnaker due to high renewal costs.
• 📅 On February 5, 2025, Rackspace moved workloads off VMware addressing higher bills from Broadcom.
• 📅 On October 1, 2024, AT&T claimed a 1,050% price rise offered by VMware under Broadcom's regime.

🏗️ Operational & Business Continuity

Several operational changes have taken place following Broadcom's acquisition of VMware, affecting business operations continuity. Key partnerships and collaborations are being realigned to address emerging needs and customer feedback, ensuring streamlined business continuity in the evolving market landscape.

• 📅 On December 28, 2023, Broadcom announced the end of VMware’s channel program, migrating partners to an invite-only offering.
• 📅 On January 18, 2024, a strategic shift designated Nutanix as a key partner, pivoting from previous VMware alignments.
• 📅 On February 27, 2024, Broadcom introduced a single-vendor SASE from VMware and Symantec, enhancing operational synergies.

📜 Innovation & R&D

VMware Velocloud continues to innovate, especially in cloud networking and AI readiness paths. These efforts showcase its commitment to leading in technology enhancements, crucial for sustaining competitive advantage. The focus on AI and private cloud models addresses sector demands and operational enhancements.

• 📅 On August 27, 2024, a series of innovations geared towards AI readiness were introduced by Broadcom, highlighting the edge strategy.
• 📅 On November 2, 2017, VMware acquired Velocloud, marking its deepening investment into networking enhancements.