Broadcom hints “more to come” post-VMware

Since its VMware acquisition in November last year, Broadcom has summarised the intense amount of changes that it has enacted since closing the deal, hinting there was more to come.

These changes include the move to subscription licensing and per-core pricing, the reduction in VMware’s product portfolio and the creation of the VMware Cloud Foundation (VCF) division.

“We are all anchored by one clear and consistent focus amidst these changes: how do we deliver on our commitment to create more value, better results and faster innovation for our customers,” said Sylvain Cazard, president for Asia Pacific at Broadcom. “This decisive simplification of our VCF model enables us to do so by being the best platform for deploying a private cloud infrastructure that is ubiquitous, flexible and integrated across cloud endpoints.”

Other portfolio updates made by Broadcom during this time include the 5.1.1 release of VCF, which supports the initial availability of VMware Private AI Foundation with NVIDIA, automation for infrastructure and application services, integrated network operations capabilities and unified ransomware and disaster recovery.

In terms of its ecosystem, Broadcom said that since January 2024, over 18,000 VMware reseller partners have been invited to its Advantage Partner program at their equivalent tier. Additionally, it said it redefined and relaunched the VMware Cloud Service Provider (VCSP) program with new tiers and benefits, which took place in March.

In his 100-day analysis, Broadcom CEO Hock Tan said Broadcom “looked at everything to identify what’s needed to create more value for our customers” and has “acted decisively to increase customer value since we closed the acquisition in late November”.

Additionally, Tan also highlighted the importance of VCF, claiming it is the company’s “platform for innovation going forward”.

“It’s the solution that will help us address the business outcomes our customers have expressed to me directly as their most critical priorities. …With VCF, our customers will achieve a highly efficient cloud operating model that combines public cloud scale and agility with private cloud security and resiliency. And we believe it delivers this at a lower cost of ownership for the average enterprise customer, compared with the ever-increasing cost of a public cloud,” he said.

“The first 100 days were a strong start for VMware as part of Broadcom. There’s much more to come.”