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70% of Large VMware Customers Bought Broadcom's Biggest Bundle
vendredi 7 mars 2025, 23:40 , par Slashdot
![]() Broadcom no longer breaks out VMware revenue: sales of Virtzilla's wares are all now lumped into its infrastructure software business unit, which posted $6.7 billion revenue for Q1, up from $4.55 billion for the same quarter last year. Direct comparisons of those numbers are not wise as Broadcom owned VMware for four fifths of Q1 2024. Consider, instead, the $1.97 billion Q4 2023 and $7.6 billion FY 2023 software revenue that Broadcom recorded before it acquired VMware. Know, also, that Broadcom's software sales grew by just three percent in FY 2023 and four percent in FY 2022. That slow growth means the jump from $1.97 billion software revenue in Q4 2023 to $6.7 billion in Q1 2025 is likely due to VMware, which in its last quarter as an independent company reported $3.4 billion revenue. It therefore looks a lot like Broadcom has added around $1 billion to quarterly VMware revenue in a little over a year. Read more of this story at Slashdot.
https://slashdot.org/story/25/03/07/229224/70-of-large-vmware-customers-bought-broadcoms-biggest-bun...
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Date Actuelle
jeu. 13 mars - 05:41 CET
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