Tag: Broadcom
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– Broadcom’s VMware strategy is winning despite market friction – The case for the Broadcom acquisition being good, especially for all-in, large companies that want a private cloud stack.
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Broadcom CEO: VMware still ringing the cash registers – ‘That translates into 32% quarter-on-quarter VMware bookings growth.” And: ‘When it comes to revenue tailwinds, AI is driving “about two-thirds in compute and one-third in networking” said Broadcom CFO Spears.’
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Broadcom has brought VMware down to earth and that’s welcome – ”I left VMware Explore feeling that Broadcom has brought VMware down to earth and that’s a good thing, and that some of the complaints about the current state of VMware are a very natural struggle to cope with sudden and significant change.” // Great…
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Private Cloud at VMware Explore – Notebook
Normally I wouldn’t disclaim this since I think you, dear readers, are wise enough to know that it always applies, but: these views are my own, not my employer, VMware Tanzu by Broadcom. Also, we covered the below on this week’s Software Defined Talk. If you prefer to listen a podcast, it’ll be out on…
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🗂 Link: Broadcom acquires Symantec’s enterprise security business for $10.7B
“Symantec will be left with its consumer product portfolio, which includes the Norton antivirus software and LifeLock identity protection brand.” And lots more details, including recent Broadcom acquisitions and pressures. Source: Broadcom acquires Symantec’s enterprise security business for $10.7B
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Link: Broadcom CEO Dangles CA Technologies Bait, Investors Bite
Tan told investors during the company’s third fiscal quarter of 2018 conference call Thursday that he thinks Broadcom will be able to tap into CA Technologies’ current software customers to sell its switches, routers, and fiber optic equipment. “Just as we have done with hypercloud players, we believe we can bring our compute offload solutions,…
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Link: Broadcom can’t get there from here
“The tiny margin in CA’s enterprise software business, which contrasts with its richly profitable mainframe division, won’t help Broadcom hit its projected EBITDA targets, no matter how many ‘adjustments’ are made. In fact, the division stands in the way.” Original source: Broadcom can’t get there from here
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Link: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies
Broadcom buying CA for US$18.9bn. “Mainframe solutions dominate CA’s income, pulling nearly $2.2bn in the 2017-2018 financial year, followed by its enterprise solutions segment at $1.75bn and services at $311m.” Original source: Weirdest. Acquisition. Ever. Broadcom buys CA Technologies
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Link: Broadcom/Qualcomm stopped by Trump
‘For capital markets, this is unprecedented. A deal that didn’t even exist has been blocked by a U.S. president, who also apparently has the power to determine who can and can’t stand for election to a private sector company’s board of directors. And all of this was enabled by a regulatory body focused on foreign…
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