Assuming the "spinnaker" it talks about is https://spinnaker.io/ how does it translate the move from virtualization to deployment?
Is it being implied that Telefònica Germany is moving to the cloud, and dismissing its vmware license (and hardware, and datacenter stuff) ? Was Telefonica running vSphere on the Managed VMWare offering on AWS?
Don't get me wrong, I loathe BroadCom as much as the next guy, but this article isn't very informative.
This makes sense for the "bidders" part of the article. They need to slowly transform things and slowly desert/transform systems.
And I don't think this involves moving anything other than support responsibilities.
This article is just about buying support from another provider.
There are effectively only three mobile providers in Germany. 1&1 is the fourth, but its network doesn't even cover the whole country. From those three networks, Telefonica is the smallest by quite a margin. So the sentence in the article is technically correct, but draws a nonsensical picture.
That is only true if you count M2M sim cards. Looking at regular postpaid contracts, the picture is actually quite different:
Deutsche Telekom: 26.8m customers
Telefonica: 26.2m customers
Vodafone: 19.3m customers
You're talking like two years is long term...
For the current Broadcom leadership this doesn't have to be sustainable, just bring in enough of a profit to justify the whole thing. They do not want a slow and steady profit stream but a big squeeze and done. I bet they got what they hoped for.
but i think the 'eventually' is the reason this is working for them
[1] https://blogs.vmware.com/cloud-foundation/2024/11/11/vmware-...
[2] https://knowledge.broadcom.com/external/article/399823/vmwar...
ojosilva•5h ago