Vmware Inc (VMW) Stock News

Is VMware really becoming the new mainframe?

The prohibitive cost and time needed to move off VMware’s virtualization platform has prompted Gartner to compare it to another technology CIOs can’t get away from. Here’s how the analogy stacks up.

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Broadcom's Bull Run: Time to Jump In?

Broadcom's bull run is driven by AI dominance and strategic acquisitions, which present a compelling long-term case for growth in the tech sector.

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Broadcom’s Approach to Sovereign Cloud: Enabling Innovation and Control for Customers

Broadcom is committed to helping organizations and governments meet their digital transformation and data-sovereignty needs

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Three ways VMware customers can buy time and extend value

Following VMware’s acquisition by Broadcom, customers are facing steep increases in licensing fees. Here are three ways to avoid getting soaked while protecting your VMware investments.

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A long, costly road ahead for customers abandoning Broadcom’s VMware

“We loved VMware, and then when Broadcom bought ‘em, we hated ‘em.”…

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Netflix sues Broadcom-owned VMware over patent infringement

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Jim Cramer's top 10 things to watch in the stock market Friday

Wall Street has a new favorite industrial growth stock. Plus, Novo Nordisk jumps on new obesity drug data.

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Broadcom Chief Simplifies VMware's Product Line After $69 Billion Acquisition: Report

Broadcom CEO Hock Tan simplifies VMware's product line after its $69B acquisition, positioning it as a key player in AI and data center management, while addressing customer backlash.

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3 Stocks With Rising Prices That Are Likely to Split in 2025

Casey's General Stores, Broadcom, and Costco are high on the list of stocks that might split in 2025 because of a high and rising share price.

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Broadcom and Netflix Clash Over Patent Disputes Ahead of 2025 Trial

Netflix sues Broadcom's cloud computing subsidiary VMware for patent infringement. Broadcom had previously filed a patent dispute against Netflix in 2018.

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As firms abandon VMware, Broadcom is laughing all the way to the bank

Ingram Micro the latest to ditch VMware, but VMware’s still making money.

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Company claims 1,000 percent price hike drove it from VMware to open source rival

Cloud provider moved most of its 20,000 VMs off VMware.

New SMB-friendly subscription tier may be too late to stop VMware migrations

Broadcom acquisition was a “wake-up call” for VMware-dependent SMBs.

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Broadcom Stock Rises Pre-Market Despite Netflix Patent Lawsuit Against VMware: Retail Reaction Subdued

The lawsuit specifically targets VMware’s vSphere virtualization platform, which Netflix alleges infringes on its patents related to virtual-machine communications.

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Broadcom jumps 9%, extending record run as Goldman expresses 'higher conviction'

After topping $1 trillion in market cap last week, Broadcom rallied further on Monday, driven by increased price targets from Wall Street.

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Michael Dell Ranks Among World's 10 Richest—For First Time—After VMware Sale To Broadcom

Dell owns more than 20 million Broadcom shares after selling VMware to the company last year.

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3 Market-Beating Tech Stocks to Supercharge Your Portfolio in 2025 and Beyond

The technology sector was a party in 2024. Thanks to their robust fundamentals and red-hot growth opportunities, these three prominent tech stocks are poised to continue the fun.

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A year after Broadcom’s VMware buy, customers eye exit strategies

Ars Technica speaks with users and channel partners disgruntled by Broadcom’s changes.

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Meet the Newest Artificial Intelligence (AI) Chip Stock to Join Nvidia in the $1 Trillion Club

This is the company making the next generation of AI chips for big tech.

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Broadcom (AVGO) Shares Skyrocket, What You Need To Know

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 21.3% in the morning session after the company posted strong third-quarter (FQ4 2024) results, with revenue and EPS surpassing Wall Street's expectations. Revenue rose 51% compared to the prior year, fueled by strong contributions from VMWare. Given the strong top-line growth, operating margins climbed to 63%, though semiconductor gross margins softened slightly due to a higher mix of AI-driven products. AI emerged as a centerpiece of Broadcom's strategy, generating $3.7 billion in revenue during the quarter—a 150% increase year-on-year—and representing a substantial portion of semiconductor sales. This highlights the company's growing dependence on AI technologies as a driver of future growth. 

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Broadcom Q4 Earnings Beat Estimates, Shares Rise on Strong Q1 View

AVGO's fourth-quarter fiscal 2024 results benefit from strong demand for AI networking and VMware solutions.

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Why Is Broadcom (AVGO) Stock Soaring Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 5.5% in the morning session after reports revealed that the company is collaborating with Apple, the maker of the iPhone, to create its first server chip specifically designed for artificial intelligence tasks. The news highlights the growing trend of tech giants shifting to in-house chip manufacturing. It also showcases Broadcom's expertise in AI chip design, potentially drawing more attention to the company alongside rivals like Nvidia and AMD.

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Analyst resets Broadcom stock price target before earnings

Here’s what could be next for Broadcom's shares.

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Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst Harlan Sur maintained an Overweight rating on Broadcom Inc (NASDAQ:AVGO) with a price target of $210. Broadcom will report fiscal fourth-quarter 2024 earnings on Thursday. Sur noted a strong demand profile for AI products, continued cyclical recovery in its diversified semiconductor (ex-AI) end markets, and unlocked VMWare revenue synergy. As a result, the analyst expects revenue, earnings, and free cash flow to be better than JP Morgan and consensus expectations (revenues comi

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New Broadcom sales plan may be “insignificant” in deterring VMware migrations

Broadcom will only hog 500 of VMware’s biggest customers, instead of 2,000.

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Intel considers an outside CEO, taps headhunters

Intel is considering tapping an outside hire as CEO, a nearly unprecedented occurrence, as the company reels from the ouster of Pat Gelsinger.

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Announcing Amazon Q Developer transformation capabilities for .NET, mainframe, and VMware workloads (preview)

Amazon Q Developer streamlines large-scale transformations using generative AI agents supervised by teams through a unified web experience, accelerating .NET porting, mainframe modernization, and VMware migration.

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VMware Workstation and Fusion are now free for everyone

Support tickets for troubleshooting will go away too.

VMware customers are seeing massive late fees since Broadcom acquired the company

VMware's transition to subscription models under Broadcom has led to customer frustration and driven some demand for competitive solutions.

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