202225 May

Could Buying VMware Bring Broadcom Hybrid Cloud Bona Fides?


As interest rates increase and investors reevaluate many of the lofty software company valuations, I expect to hear many more acquisition rumors. Broadcom later withdrew the bid when it became clear that the Trump administration pushed hard to prevent the deal, citing national security concerns. The Path Won’t be Easy: Three Strategies for Success The market is full of cautionary tales of software vendors that were acquired only to be slowly destroyed. A successful acquisition would require Broadcom to tread lightly and maintain the elements that have made VMware the company that it is today. Although I expect VMware to remain a standalone business unit (similar to CA’s current position within Broadcom’s ecosystem), it will be important to foster innovation.

Source: Devops