$AVGO: Gartner Warns of 35% VMware Workload Decline — $102.5M Settlement Overhang Persists – TradingView
Court: N.D. California
Case: 5:20-cv-02182
Gartner has issued a new forecast predicting that by 2028, over 35% of VMware workloads will migrate to competing platforms. The warning highlights the impact of Broadcom’s licensing changes, bundled product pricing, and restrictions on hyperscaler resale rights, which are pushing smaller businesses toward alternatives. Despite Broadcom’s 25% jump in infrastructure software revenue to $6.6B, concerns remain over customer attrition. Investors are reminded that the company still carries the weight of a $102.5M settlement linked to misleading backlog disclosures.
Timeline Overview
Allegations Include
Investor Update
Broadcom, through VMware, agreed to a $102.5M cash settlement to resolve claims tied to unfilled orders and misleading statements. While this payout resolves litigation exposure, questions remain over governance and customer trust as Gartner’s forecast signals longer-term erosion of VMware’s market share.
You can check more information about it HERE.
Select market data provided by ICE Data services. Select reference data provided by FactSet. Copyright © 2025 FactSet Research Systems Inc.© 2025 TradingView, Inc. SEC fillings and other documents provided by Quartr.
source
This article was autogenerated from a news feed from CDO TIMES selected high quality news and research sources. There was no editorial review conducted beyond that by CDO TIMES staff. Need help with any of the topics in our articles? Schedule your free CDO TIMES Tech Navigator call today to stay ahead of the curve and gain insider advantages to propel your business!
Case: 5:20-cv-02182
Gartner has issued a new forecast predicting that by 2028, over 35% of VMware workloads will migrate to competing platforms. The warning highlights the impact of Broadcom’s licensing changes, bundled product pricing, and restrictions on hyperscaler resale rights, which are pushing smaller businesses toward alternatives. Despite Broadcom’s 25% jump in infrastructure software revenue to $6.6B, concerns remain over customer attrition. Investors are reminded that the company still carries the weight of a $102.5M settlement linked to misleading backlog disclosures.
Timeline Overview
Allegations Include
Investor Update
Broadcom, through VMware, agreed to a $102.5M cash settlement to resolve claims tied to unfilled orders and misleading statements. While this payout resolves litigation exposure, questions remain over governance and customer trust as Gartner’s forecast signals longer-term erosion of VMware’s market share.
You can check more information about it HERE.
Select market data provided by ICE Data services. Select reference data provided by FactSet. Copyright © 2025 FactSet Research Systems Inc.© 2025 TradingView, Inc. SEC fillings and other documents provided by Quartr.
source
This article was autogenerated from a news feed from CDO TIMES selected high quality news and research sources. There was no editorial review conducted beyond that by CDO TIMES staff. Need help with any of the topics in our articles? Schedule your free CDO TIMES Tech Navigator call today to stay ahead of the curve and gain insider advantages to propel your business!
