How much money did they save over 5-10 years through this illegal or unethical behavior?
If "Rocket Company" averaged 30 machines per month, max $1600 per month let's say $600k / year before discount. Maybe kept 3 million dollars over 10 years. I imagine the only way Vates will get paid for their service is if control is taken from the operational groups doing the actual work and "abstracted" to a centralized IT group.
They run 4000 VMS as a stingy aerospace company so you can definitely assume less than a 100 physical machines.
Without further enterprise negotiations, it's 1800 per host/year. $180k max.
I don't blame Vates for refusing to chase down the company. They'll bring you way more pain as paying clients than the shameless theft they're perpetuating.
FYI they said "hundreds of physical hosts" so it is significantly more than that.