In the words of CUBE analyst and former CTO David Nicholson, Broadcom buys old cars. Not to restore them to their original beauty…nope…they buy classic cars to extract the platinum that’s inside the catalytic converter. Broadcom’s planned $61B acquisition of VMware will mark yet another new era for the virtualization leader, a mere seven months after finally getting spun out as a fully independent company by Dell. For VMware this means a dramatically different operating model, with financial performance and shareholder value creation as the dominant and perhaps sole agenda. For customers it will mean a more focused portfolio, less aspirational vision pitches and most certainly higher prices.
In this Breaking Analysis we’ll share data, opinions and customer insights about this blockbuster deal and forecast the future of VMware, Broadcom and the broader ecosystem.