Muru observes: “Other areas of the Broadcom and VMware businesses covering cybersecurity will, in our view, be less of an issue due to the relative market positions of both players in the segment, and existing portfolio overlap in areas like Broadcom’s (Symantec) product lines across SASE and XDR.”Īccording to GlobalData, the global server virtualisation market is estimated to be worth over $15bn by 2030, with a compound annual growth rate (CAGR) of 7-8%, influenced by demand from high-speed data centres and increased cloud computing adoption and so in the long-term, the deal could have an impact and affect the competitive playing field in the server virtualisation space (which includes players like Oracle, Amazon, Google, Huawei, IBM, Citrix and Microsoft). ![]() VMware also brings more to the table than Broadcom with its strong cloud and virtualisation capabilities that could create conflicting supplier issues for other players. GlobalData’s analysis finds that there is an element of a conglomerate effect created by the potential Broadcom and VMware deal in the server segment. Therefore, for this deal to work, irrespective of the regulatory concerns on fair play, it will be critical that Broadcom maintains VMware’s brand equity and enables the business to operate with a level of autonomy.” ![]() ![]() Rajesh Muru, Principal Analyst at GlobalData, says: “VMware is an established player with a solid foundation and strategy.
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