Find XO: 838 Stores Leaving VMware, Migration Market Opened by Broadcom (arstechnica.com)

- The US convenience store chain Sheetz is moving 11,000 virtual machines across 838 stores from VMware to StorMagic. - Broadcom's bundled subscription conversion and a 5-year contract were the triggers. - Since the hardware stayed in place and migration happened remotely, the technical lock-in was shallower than expected, and it was the contracts that retained customers. - Allstate faced four audits after ending its contract, so there is increasing demand for virtualization, migration tools, and audit response.