Past performance is not a reliable indicator of future results
Post-acquisition changes and strategic direction
Since completing the deal, Broadcom has implemented significant structural and strategic adjustments to VMware’s operations. In early 2024, Broadcom divested VMware’s End User Computing (EUC) division to private equity firm KKR for approximately $4bn, marking a clear shift toward enterprise-focused software and cloud infrastructure.
Between 2024 and 2025, the company simplified its product licensing and pricing structures, reorganised its partner ecosystem, and discontinued some partnerships with smaller resellers and cloud service providers. These actions aimed to concentrate resources on VMware’s enterprise and hybrid cloud solutions.
Although the changes to pricing and licensing initially drew some criticism, Broadcom’s integration of VMware contributed to around 25% revenue growth in its infrastructure software segment, according to…
