As soon as the merger was announced, I think every major corporation using VMware started to evaluate options. Many are stuck in the lurch because of planned refreshes and the like, but are making plans to move away.

Part of their hubris was to overcharge for their commodity offerings. There are many hypervisors out there, and switching to them will be relatively easy for most use cases. If you aren’t fully invested in the VMware ecosystem and advanced tools, the switch will pay for itself quickly.