I found another interesting article with more information on how this will work with per_vm licensing.
""We have the chance, the opportunity, but also the responsibility to show leadership in how licensing should be done in a cloud world," he said during a recent interview. "We need to get better alignment between value received and what customers are paying for."
How it might work:
You estimate your needs for the next year and buy licenses to meet those needs. Over the course of those 12 months, vCenter Server calculates the average number of concurrently powered-on VMs running the software. And if you end up needing more licenses to cover what you used, you just reconcile with VMware at the end of the year. (If you end up needing fewer licenses, VMware won't reimburse you, but as Balkansky pointed out, there's really no need to overestimate in the first place.)
Another factor that may be good about this change as it may allow more companies to adopt an easier pay-for-vm policy.