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@MarcelMertens Not only small and medium-sized companies, but also large corporations are already actively switching, as the new license model is simply outrageous. I am therefore curious whether the 63 billion investment will really pay off. It depends on whether the price increases outweigh or exceed the loss of customers. It remains exciting. Nothing will change in the short term as the big players in particular will not be able to get out of the trap so quickly. Nevertheless, it may also be a great opportunity for nutanix, for example. Their share price has already benefited significantly, so perhaps a savings plan makes sense. We will probably see in 3-5 years whether broadcom is on the right track with this approach
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