VMware’s last full year of revenue as an independent company was $13.4 billion, and Broadcom did not own the virty giant for a few weeks of its FY 2024 and therefore can't count a few hundred ...

Chip biz surging too as CEO Hock Tan predicts optical GPU interconnects are a year or two away Broadcom’s takeover of VMware continues to deliver strong revenue and margin growth, and the ...

VMware’s Net Score has gone from a very respectable 30% back in January of 2022 a couple of months prior to the announcement that Broadcom was buying VMware, all the way down to essentially 0%.

Broadcom will for sure get a juicy amount of revenue from VMware for the next ~2 years with this strategy, the question becomes more long term if they can recoup their high acquisition costs and ...

Broadcom’s VMware-centric battle with telecom giant AT&T might be heading toward a settlement but the door remains open for hundreds of thousands of current VMware customers to eventually flee ...

Broadcom’s AVGO acquisition of VMware has been a massive success. Broadcom has made many significant changes to extract value and improve VMware from a financial standpoint. So far, the changes ...

Broadcom’s software infrastructure business, which is where VMware now lives, scored $5.8 billion in revenues during the vendor’s fourth fiscal quarter of 2024.

I maintain a “Sell” rating on Broadcom Inc. stock with a fair value of $120 per share following its fiscal Q3 earnings due to concerns over legacy business declines and VMware integration issues.

As reported by The Register today, Broadcom this week revealed to VMware CSP partners that it is launching a new invite-only channel program for CSPs on November 1.

Demand for VMware’s private AI has “far exceeded our early expectations,” said Chris Wolf, global head of AI and advanced services in the VMware Cloud Foundation division at Broadcom.

The ever-so-popular Broadcom has attempted to make itself even more popular with its VMWare perpetual license holders by firing off cease-and-desist letters demanding they yank any updates ...