By Simply Wall St
Publication Date: 2026-03-23 04:22:00
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European cloud providers, through trade group CISPE, have filed a formal antitrust complaint with the European Commission against Broadcom over VMware licensing changes.
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The complaint focuses on the termination of the VMware Cloud Service Provider program and revised contractual terms that CISPE says raise costs and restrict access.
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The case targets Broadcom’s conduct in Europe, where VMware is a core part of many cloud infrastructure offerings.
Broadcom (NasdaqGS:AVGO), trading at $310.51, is now facing regulatory scrutiny in Europe tied directly to its multi billion dollar VMware acquisition. The stock has seen a 63.3% gain over the past year and very large returns over five years, while more recent periods show a 4.4% decline over the past week and a 10.7% decline year to date. This combination of strong long term performance and recent pullback…