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It looks a lot like VMware just lost a 24,000-VM customer • The Register
(www.theregister.com)
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It will be probably more. I talked with sysadmin from some smaller provider in my country few months ago. And he told me that the migration will take them for most systems about 2 years (depreciation of hardware) and for some machines about 5 years.
So lot of customers are in process of replacing it but it will take multiple years.
I used to work for a company that made software built on VMware. The biggest customer was using hundreds of thousands of VMs. Pretty sure they're working on moving off VMware now because of all this bullshit.
But yeah, it's gonna take a long time to move off.