This week, it's Broadcom. Its stock has soared since late last week, catapulting the company into the $1 trillion-market-cap club. The boost came from a blockbuster earnings report in which its ...

The recent narrowing in margins is largely due to the adjustments related to Broadcom's purchase of VMware and because it is investing heavily in innovation, not due to price sensitivity.

Broadcom's custom AI accelerators for hyperscale customers differentiate it from Nvidia, with significant partnerships and a $60-90 billion market opportunity by 2027. The VMware acquisition has ...

Broadcom also has several infrastructure software franchises, including VMware, which Broadcom purchased a year ago for about $69 billion. While software has become more important, at 41% of ...

Broadcom just turned in solid, but not spectacular, fiscal fourth quarter results. However, investors were very excited about the AI opportunity the company laid out. The surge in the stock ...

Exclusive Tech distribution behemoth Ingram Micro will stop doing business with Broadcom and its VMware range in many territories next year. In a statement sent to The Register, an Ingram spokesperson ...

CEO Hock Tan has informed investors that VMware is generating more money than previously estimated, even exceeding maximum expectations. The CEO spoke about this while presenting Broadcom’s ...

Broadcom nearly completed its integration of VMware and almost tripled infrastructure software revenues during fiscal year 2024 to $21.5 billion as a result, Broadcom CEO Hock Tan said Thursday ...

Broadcom has told investors its integration of VMware is all but done, ahead of schedule, and that it has turned the virtualization giant into an even more prolific money machine than it hoped would ...

VMware has been a boon to Broadcom’s bottom line. But the $61 billion acquisition rattled even top-tier enterprise customers, as Broadcom bundled together hundreds of VMware solutions and ended ...

The company has a track record of earnings growth, and in recent times, two new growth drivers have emerged: AI and Broadcom's acquisition of cloud company VMware. Both of these businesses helped ...

A new report by The Information reveals that Apple could soon ditch its strategy of using its own M-chips and use Broadcom chips instead. With the codename Baltra, people familiar with the matter ...