Shaw mentioned that Western Union has been exploring new IT suppliers to assist it develop into extra customer-focused. Regardless of Broadcom’s historical past of “respectable strains of communication” with Western Union, Shaw mentioned that Western Union had “challenges partnering with them.”
Shaw additionally pointed to Broadcom’s efforts to push prospects to purchase the VMware Cloud Basis (VCF), regardless of the product typically having extra options than corporations want and at excessive costs. Since transferring to Nutanix, the Denver-headquartered monetary agency can also be benefiting from having extra flexibility round workload places, which is necessary since Western Union is in over 200 nations, The Register mentioned.
Abandoning VMware
Throughout its occasion this week, Nutanix reportedly additionally touted Everland, the largest theme park in South Korea, and a separate, unnamed firm with 100,000 cores, as new prospects that got here from VMware. Ramaswami mentioned throughout a Wednesday buyers name that Nutanix has migrated a number of 100,000-core workloads “in lower than a 12 months to get prospects utterly off of Broadcom,” per a transcript from Searching for Alpha. Ramaswami pointed to the Wynn Lodge in Boston, which he mentioned has totally migrated off of VMware.
Different corporations, together with Microsoft (Hyper-V) and Proxmox, have additionally been aggressively courting disgruntled VMware prospects.
Whereas not a whole image of VMware customers’ migration plans, in a January survey, performed by hybrid cloud administration platform supplier CloudBolt Software program, of 302 IT decision-makers (director-level or increased) at North American corporations with 1,000 workers or extra, 95 p.c of respondents had migrated not less than 1 p.c of workloads off of VMware. Amongst these respondents, 72 p.c moved to public cloud infrastructure as a service, and 43 p.c moved to Microsoft’s Hyper-V/Azure stack. Final 12 months, Gartner predicted that 35 p.c of VMware workloads could be migrated elsewhere by 2028.
Regardless of hundreds of shoppers abandoning VMware, Broadcom’s acquisition is broadly thought of a hit. Additional, Broadcom has maintained a powerful grip on the enterprise prospects that VMware had pre-acquisition. Amid efforts to push prospects to bigger, pricier VFC personal cloud and vSphere virtualization bundles, Broadcom CEO Hock Tan mentioned in September that greater than 90 p.c of VMware’s greatest vSphere prospects had purchased VCF.
In its Q1 2026 earnings report final month, Broadcom mentioned that it expects software program income to develop by 9 p.c to $7.2 billion in Q2, largely buoyed by VMware. On the time, Tan pointed to AI and the RAM scarcity as components driving prospects to VMware merchandise.
Broadcom didn’t reply to Ars Technica’s request for remark.
Replace 4/15/2026: After this text was revealed, a Nutanix consultant reached out saying that Ramaswami mentioned that Nutanix had about 30,000 prospects, not 30,000 prospects from VMware.
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