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The 8th installment of my #TMTseries is out!
I analyze $AVGO's planned acquisition of $VMW and among other things:

  • Analyze the financial terms of the deal;
  • Explain how and why the operational model of VMware will change drastically;
  • Understand Broadcom’s outstanding financials and explain the competitive advantages behind it;
  • and finally seek to identify what this deal means for VMware’s customers from a business and technical standpoint going ahead.

Check it out!

goldenlake.substack.com
TMT Series #8: VMware, a strategic acquisition for Broadcom's software push
Only seven months after its spin-off from Dell, VMware has caught the eye of Broadcom in a planned $61 acquisition. With shareholder value creation as the sole agenda, VMware’s business and operating models are about to shift drastically in a number of ways with higher prices being the most visible part of the change.

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