What will happen to the sales and marketing teams? I personally think they're toast. I could see Broadcom spinning this off.
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Start sending your resume out...
Let’s be honest here, is Tanzu even close to anything like a functional organization? That said, Tanzu is a random collection of products that doesn’t fit in the PE playbook. Best case is Broadcom can quickly find some one to sell some of the scraps. Get ready for Hock Thanos to start snapping his finger.
Not looking good.
No one really knows what Tanzu does.... So
Broadcom will not keep any product line that is not #1 or #2 in their market, in order to exert pricing power. Tanzu is at best a distant third. I agree that team is toast.
Broadcom has mentioned application modernization in press releases and news articles, which indicates that they understand what Tanzu is about, however Tanzu revenue is low and there are overlaps with Broadcom products such as Observability, so it's uncertain what Broadcom will do with Tanzu. I give Tanzu about a 25% chance of surviving based on what we know now. If I was with Tanzu I'd be looking.
Savage ^
Is it profitable as in cash cow profitable?
Here's a wild guess.
The technical team members of Tanzu will be made into Soylent Green. The team members who were assuredly of the 'cost center' types, will be turned into fertilizer.