Broadcom has told investors its strategy of forcing VMware customers to buy only big bundles of software will see revenue increase by “double-digit percentage sequentially, quarter over quarter, through the rest of the fiscal year.”
Speaking on Broadcom’s Q1 2024 earnings call, president and CEO Hock Tan said “This is simply a result of our strategy with VMware.
“We are focused on upselling customers – particularly those who are already running their compute workloads with vSphere…