$AVGO: Gartner Warns of 35% VMware Workload Decline — $102.5M Settlement Overhang Persists – TradingView
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.
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