VMware, Inc.
Virtualization and cloud infrastructure software for private and hybrid clouds
Updated May 2026
Overview
- Website
- vmware.com
- Segment
- General IaaS / Hosting
Moat
- Switching Costs
- Ecosystem Lock-in
- Network Effects
- Platform Effects
VMware’s moat comes from deep enterprise integration and ecosystem lock-in across legacy data centers and multicloud environments, making it hard for customers to switch. Its broad partner network, installed base, and control points like VCF, vSAN, and CSI also reinforce switching costs and platform adoption.