GoldenLake’s Deep Dives

Share this post
TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
goldenlake.substack.com

TMT Series #8: VMware, a strategic acquisition for Broadcom's software push

Jun 10
3
Share this post
TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
goldenlake.substack.com

Only seven months after its spin-off from Dell, VMware has caught the eye of Broadcom in a planned $61 acquisition. With shareholder value creation as the sole agenda, VMware’s business and operating models are about to shift drastically in a number of ways with higher prices being the most visible part of the change.

In this analysis, I’ll revisit the deal, compare Broadcom’s outstanding financials to those of VMware and explain the competitive advantages behind it and finally seek to identify what this deal means for VMware’s customers from a business and technical standpoint going ahead.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2022 Golden Lake Partners
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing