Broadcom, which acquired VMware in 2023, has admitted it focused too heavily on VMware Cloud Foundation during its transition period. The admission suggests the company may have misjudged what small and medium-sized businesses actually need from virtualization and infrastructure software.
The statement reflects a broader lesson for enterprise software vendors: technical capabilities alone don't guarantee customer loyalty. For SMBs especially, trust and understanding their actual workflows matter as much as—or more than—feature-rich platforms.