My take is that some of their treasured top customers have started withdrawing from using vmware because they don't want to fuck with Broadcom's altering the deal further. They didn't become the most successful companies and therefore able to be the biggest customers by letting other corps fuck them over. They want to be the ones doing the fucking, so in that spirit, fuck Broadcom.
In that light, this move makes sense, except that it's way too late. Here is the pulse, and here is Broadcom's finger, far from the pulse...