Results

Insight News
February 23, 2025

HPE, Platform9 latest to target VMware customer angst

Tech Optimization
Broadcom has made VMware more profitable and has kept large customers in the fold, but the next wave of competitors, notably HPE and Platform9, is ramping up efforts to migrate the...
Larry Dignan
Insight News
December 06, 2024

Rivals up pressure on VMware for enterprise migrations

Tech Optimization
The list of VMware rivals trying to poach workloads is swelling and recent days highlight how vendors such as HPE, AWS, Red Hat and Nutanix are stepping up the pressure. ...
Larry Dignan
Insight News
September 05, 2024

Broadcom reports strong Q3, but Q4 revenue outlook light

Data to Decisions
Broadcom reported better-than-expected third quarter results as revenue growth was driven by Ethernet networking and custom accelerators for AI data centers. ...
Larry Dignan
Insight News
March 07, 2024

Broadcom posts solid Q1, reiterates outlook

Tech Optimization
Broadcom's first quarter results were better-than-expected as technology buyers plan to closely watch comments about retaining VMware customers. Broadcom's chip business continues ...
Larry Dignan
Insight News
February 29, 2024

What VMware customers are doing through the lens of Nutanix

Tech Optimization
Nutanix's second quarter earnings conference call featured a heavy dose of VMware questions from Wall Street analysts. Here's what Nutanix is seeing in the field about disgruntleme...
Larry Dignan
Insight News
February 26, 2024

KKR buys VMware's EUC division from Broadcom for $4 billion

Future of Work
KKR said it will buy Broadcom VMware's End-User-Computing (EUC) division in a deal valued at $4 billion. With the move, Broadcom can focus on VMware's business and EUC will become ...
Larry Dignan