Your Tanzu renewal quote has a comma in a new place. We can help with that.

Codiac is the Kubernetes management platform that doesn't require a VCF subscription, a 72-core minimum, or a call with your CFO. Unified cluster orchestration, fleet observability, zero-trust RBAC — deployed in minutes, not quarters.

Cloud-neutral. No bundles. No minimums. Kubernetes management that costs what Kubernetes management should cost.

The Broadcom Margin Machine

This isn't a price increase. It's a margin extraction.

Pre-Broadcom (2023)
13–22%
Operating Margin
Under Broadcom (2025)
77%
Operating Margin

The difference is your renewal quote.

Broadcom didn't buy VMware to improve the product. They bought it to improve the margin. VMware's operating margin went from 13–22% to 77% — the single largest margin expansion in enterprise software acquisition history. That delta came from somewhere. It came from you.

The Cost Spectrum

Reported price increases across the installed base

Gartner: 300%–1,000% ECCO: 800%–1,500% AT&T: 1,050% UCISA: 1,250% Reddit: 1,000%

Sources: AT&T v. Broadcom complaint, ECCO 2024 Report, Gartner Peer Insights, UCISA member survey, r/vmware. Five independent data sources. Same range.

The Market Response

The market is voting with its feet

710
New Nutanix customers/quarter (18-quarter high)
+178%
OpenShift Virtualization customer growth ($300M in bookings)
15%
VMware customer churn in year one (ETR, Jan 2025)

Gartner projects 70% of VMware customers will migrate at least half their workloads by 2028. But companies aren't waiting until 2028. The migration is happening now, and the destinations are platforms that do one thing well — not bundles that do everything expensively.

The Real Cost Isn't the License

What the VCF bundle actually costs you

VCF License Renewal
300–1,500% increase
What's on the quote
  • 72-core minimum waste — Cores you're paying for but not using
  • Bundle tax — vSAN, NSX, Aria you don't need
  • Migration labor — TKG to VKS project costs
  • Team retraining — VCF-specific tooling, new interfaces
  • Opportunity cost — Engineers managing VCF instead of shipping

The license renewal is the visible cost. The real cost is everything underneath — the wasted cores, the products you didn't ask for, the migration labor, the retraining, and the engineering time spent managing a private cloud stack when all you wanted was container management.

The Alternative Math

What if you just… didn't pay for a private cloud to run containers?

VCF Bundle

VCF Platform $$$
vSAN $$
NSX $$
Aria Ops $
Aria Automation $
72-core minimum $$$
3-year lock-in 20% penalty
Total Cost
$$$$$$$$$+

Codiac

Codiac License $
No add-ons required —
No core minimums —
Flexible terms —
No early termination penalty —
Pay only for what you use —
Total Cost
$

Stop subsidizing Broadcom's 77% margin. Start migrating today.

Cloud-neutral. No bundles. No minimums. Kubernetes management that costs what Kubernetes management should cost.

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