In the first major analyst update since it completed the acquisition of VMware, Broadcom’s CEO and members of his executive team provided insights into the changes made, rationale and the road ahead for Broadcom’s newly re-structured business unit. Grant Lenahan and Patrick Kelly assess the significance and near-term and longer-term implications.

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Report author: Patrick Kelly, Grant Lenahan
Publication date: 15/02/2024
Number of pages: 5