28 Jun Broadcom and VMware – What’s Gonna Happen?
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Heavy Strategy Podcast
Episode 27—June 28, 2022
Cold takes on the Broadcom/VMware acquisition. We consider Broadcom’s stated goal to increase VMW profit margin from 35% to 65% and what this will mean to customer experience, price increases, changes in sales and speculate on which products will be sold off or ended. It’s certain that big changes are coming to VMware customers and we discuss what we know and what might happen.
About the podcast: IT strategy analyzed, discussed, debated, and reviewed. Strong opinions loosely held and deeply researched—with Nemertes CEO Johna Till Johnson and Packet Pusher’s Greg Ferro. “Where the questions are more important than the answers.”