Broadcom have never competed against the public cloud, until now. Selling software is a beast, you’re going against the best. Selling hardware is transactional- it’s easy to sell when all you’re competing against is pricing. It appears to me that there needs to be a revamp in Broadcom culture. It’s imperative in order to attain top software talent. We see Google, AWS, Azure, etc. invest in corporate culture because it’s important. To me, the biggest challenge Broadcom faces is attaining top quality talent. Good luck Broadcom sincerely because the VMware talent you kept are badass and I want to see them succeed. Broadcom’s vision is cool but fear it won’t be achieved with narrow-minded thinking.
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100%
The cloud will never reign, the problem is not the the cloud itself, its the companies that run the cloud. Even VMware was using physical desktops, if they trusted cloud, they would have used their cloud solutions internally. Companies don't trust cloud enough to put entire infrastructure on it due to lack of control and redundancy. Smes and enterprise have normally two separate service providers for ISP and Dr sites for redundancy, theyhave 0 control if its in the cliyd would be one of the major problems.
VMware has not had any chance at success in Public Cloud and still does not. Pat G. found out he would have to spend $10B a year to have a chance to compete against MS and Amazon. The best and brightest have also already left VMware. This acquisition is going to bring Broadcom down, and all of the people who sold their souls for RSUs at CA, Symantec, Broadcom and VMware will be broke and soulless.
BC doesn’t have vision, at least not when it comes to innovating. They do have a business model though. They want VMW to run long enuf to give them the targeted return on the 65bill they put in. Beyond that, I doubt they care. They then move on to the next business they can feed upon. That business model is their definition of growth/innovation.
What photos?
BC pays well so the talent will come and stay. The culture is fine. You’ve clearly never worked for BC!
Broadcom is superior. Get over it. Software DOES sell itself like someone pointed out below. Just have to make the best software and maintain good market position. Easy, easy, easy.
Kind of agree - it's easy to jack up prices when you have a somewhat captive market. Think they have miscalculated how captive it is, as raising prices may accelerate the move to public cloud or to Nutanix/other hypervisors on-prem, they aren't as good but are likely good enough for 80% of workloads.
I agree, that selling hardware (that too chips which is certainly a profitable business no denial) vs. software are two completely different things. However, trying to monopolize your hardware with super successful software like VMware is not going to last longer.
Plus the challenge of talent retention with cruelty is not going to succeed. CA & Symentec software is nowhere close to what vmware is. VMW is unique and cannot be compared at all with Broadcom's existing software acquisiotns.
BC is keeping the talent so they’ll use their expertise to outline strategic plans for FY24, and then they’ll let them go too. They’re assuming VMware solutions are high value enough and well known enough to basically sell themselves
He-l yeah brother