Fidelity vs Broadcom: The VMware Standoff

On November 14, 2025 Fidelity Technology Group filed a lawsuit against Broadcom (owner of VMware), stating that Fidelity has a right to renew its subscription without price spikes. Broadcom is threatening to terminate Fidelity's software subscription, leaving Fidelity and its customers in the dark. 

In this episode we explain why Fidelity is suing Broadcom, what the challenges are in a lawsuit of this nature, and the potential outcomes of this case.

We'll be covering this case in future episodes as this story develops. Be sure to like and subscribe to get these updates.

Chapters

• 0:00 Setting The Stage: Lawsuit Overview
• 2:57 Why Redactions And Why Massachusetts
• 5:00 VMware 101: Why Virtualization Matters
• 7:47 Contracts, Price Protection, And Venue Strategy
• 12:00 Fidelity’s Renewal Timeline And Broadcom’s Bundles
• 16:30 Switching Costs And Leverage In Licensing
• 20:35 Breach Of Contract And Ambiguity Risks
• 24:35 Anticipatory Repudiation And Discovery Stakes
• 27:55 Injunctions, Irreparable Harm, And Timing
• 31:30 Bigger Industry Implications And Next Moves
• 34:35 Open Invite To Both Sides & Closing