The launch of VCF 9 positions VMware Cloud Foundation as the central platform for VMware's product strategy. Broadcom simplified a portfolio that once included 9,000 SKUs and required partners six months of training to produce proposals. The strategy rests on three pillars: shifting to subscriptions, consolidating products around VCF, and standardizing go-to-market approaches. VCF offers a 'buy once, deploy anywhere' model across on-premises, colocation, cloud service providers, and hyperscaler infrastructure; about 70% of enterprises are considering or repatriating workloads from public clouds. Cost transparency, security, and data sovereignty concerns drive repatriation, and private AI capabilities are being integrated into VCF as AI moves to production.
A lot has changed since Broadcom acquired VMware. With the launch of VCF 9, it's safe to say that VMware's strategy entirely revolves around VMware Cloud Foundation. We sit down with Prashanth Shenoy, CMO and VP Marketing for VMware Cloud Foundation at Broadcom. Together we explore how VCF has become the cornerstone of VMware's product strategy under Broadcom ownership. Shenoy offers candid insights into the company's business model transformation and future direction.
Shenoy pulls back the curtain on Broadcom's strategic realignment of VMware's sprawling portfolio. Once included a staggering 9,000 SKUs, so complex that partners needed six months of training to create customer proposals. The simplification strategy centers on three key pillars: transitioning to a subscription model, consolidating the product portfolio around VCF as the central platform, and standardizing go-to-market approaches to ensure consistency across all customer touchpoints.
For organizations struggling to determine where to place their workloads, VCF now offers unprecedented flexibility with a "buy once, deploy anywhere" model. This model spans on-premises environments, colocation facilities, cloud service providers, and hyperscaler infrastructure. Shenoy states that 70% of enterprises are now considering or actively repatriating workloads from public cloud environments. This relates to concerns over cost transparency, security considerations, and data sovereignty requirements. Particularly as AI initiatives move from pilot to production.
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