VMware management is going to say whatever they need to say to try and keep employees calm and not bolt for the door. Execs will make millions in change in control. The most important question is this: Broadcom has said they want to take VMware from 30% margins ($3.5b EBITDA) to 60% margins ($8.5b EBITDA) in 3yrs. How do you get to those goals without laying off half of VMware? Unlikely Broadcom can double VMware revenue, because Q1 performance of only 3% growth was way below expectations.
Originally posted by @cgn+1h26gI6V.