What VMware might look like under Broadcom

Dave Vellante (@dvellante, CEO/Co-Host of @theCube) talks about the VMware acquisition by Broadcom and the potential future of the combined organization. SHOW: 629CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Kubernetes Solution: Maximum Visibility into Container EnvironmentsStart monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.strongDM - Secure infrastructure access for the modern stack. Manage access to any server, database, or Kubernetes instance in minutes. Fully auditable, replayable, secure, and drag-and-drop easy. Try it free for 14 days - www.strongdm.com/signupRevelo: Sidestep the competitive US talent market by hiring remote engineers in Latin America. Source, hire, and pay Latin American engineers in US time zones with one service. Revelo manages all the paperwork including benefits, payroll, and compliance. Hire a full-time engineer with a 14-day trial. Revelo.com/cloudcastSHOW NOTES:SiliconAngle - The Voice of Enterprise Tech (homepage)theCube - Event CoverageBroadcom will tame the VMware beast (Dave Vellante)Broadcom to acquire VMware for $61BBroadcom to transit VMware to subscription model (The Register)Brian Madden’s perspective on VMware (former VMware employee)Topic 1 - Welcome back to the show. Lets jump right into it - did you expect VMware to get sold this quickly after finally being “free” of a parent company?Topic 2 - “Accretive acquisition bringing $8.5B of EBITDA by Year 3” - this seems to be the statement (headline) that really has people talking. What does it mean, and what does it say about the future plans that Broadcom might have for VMware?Topic 3 - Let’s walk through their slide “Multiple Levers to Increase VMware’s ProfitabilityTopic 4 - We all know that vSphere/ESX is the cash cow and isn’t going anywhere. Beyond that, how do you potentially see other parts of the portfolio moving forward - VMware on AWS, NSX (networking), VSAN (storage), Tanzu (AppDev)?Topic 5 - Could you see companies like Cisco or HP or NetApp or Dell buying any of those businesses (especially NSX or VSAN) so that they have permanent attachment to vSphere?  Topic 6 - Do you have any experience hearing from customers of CA or Symmantec to giFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow