I'd exercise caution, in my experience, it'll take years for companies to transition from VMware to somewhere else. In the interim, their revenue will most likely pop as they're squeezing the shit out of these unlucky souls.
I concur, being close to the fire it will take years for large organizations to move off their VMware stacks. Inertia of large organizations is a thing, but mostly, there are so many custom integrations made with other systems, lots of them tied up in the vSphere stack.
SDN is one thing but the amount of effort put in vROPS / vRA / vRO etc is not easily replaced. Workflows integrating with backups, CMDB, IAM, Security and what not have no catch all migration path with some import wizards.
Meanwhile, Broadcom will happily litigate where necessary and invoice their way to a higher stock price.
