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停更也不行?博通开始清算老客户!
半导体芯闻· 2025-06-27 10:21
Core Viewpoint - Broadcom has initiated audits on former VMware customers who have not renewed their support contracts, following a significant price increase of up to 300% for VMware products due to Broadcom's bundling strategy [1][3][7]. Group 1: Audit Initiation - Broadcom has begun sending "stop and cease usage" letters to VMware users whose support contracts have expired, demanding they stop using all updates and patches released since the termination of their contracts [1][2]. - An audit has been launched for a Dutch software supplier, which has been a VMware customer for about ten years, indicating that Broadcom is actively reviewing compliance with VMware software usage [3][4]. Group 2: Customer Concerns - Customers express concerns about the financial impact of the audits, with some fearing it could affect salary negotiations and lead to layoffs due to budget constraints [5]. - There are reports of companies receiving audit notifications despite having ceased using VMware products, raising questions about the validity of Broadcom's audit process [7][8]. Group 3: Market Reaction - Broadcom's aggressive enforcement of VMware licensing agreements has generated backlash among existing and former customers, with calls for regulatory scrutiny of its practices [9]. - The acquisition of VMware for $69 billion is viewed as a successful transaction, yet the ongoing issues with customer relations and compliance audits may tarnish Broadcom's reputation in the market [9].
深信服(300454):全面替代Vmvare,撬动HCI国产化
Investment Rating - The investment rating for the company is "Buy" (maintained) [2] Core Views - The company is recognized as a leading domestic alternative to VMware in the hyper-converged infrastructure (HCI) market, achieving a market share of 20.2% in Q4 2024 and 17.5% for the entire year, making it the top player in China's HCI market [7] - The acquisition of VMware by Broadcom has led to increased costs and customer churn due to higher subscription fees and bundled sales, creating an opportunity for the company to capture market share [7] - The company has developed a competitive edge with its virtualization performance, comprehensive migration tools, and future-proof architecture that supports AI upgrades without requiring significant infrastructure changes [7] - Key clients, including Guojin Securities and Jianghuai Automobile, have successfully migrated their critical operations to the company's solutions, indicating strong market acceptance [7] - The company is expected to benefit from a strategic shift in market sales and organizational structure, with revenue forecasts for 2025 and 2026 adjusted to 82.50 billion and 91.13 billion yuan, respectively [7] Financial Data and Profit Forecast - Total revenue is projected to be 8,250 million yuan in 2025, with a year-on-year growth rate of 9.7% [6] - The net profit attributable to the parent company is expected to reach 372 million yuan in 2025, reflecting an 89.2% increase compared to the previous year [6] - Earnings per share are forecasted to be 0.88 yuan in 2025, with a projected return on equity (ROE) of 3.9% [6]
专家访谈汇总:小马智行与文远知行高管“互撕”?
4、 《 停火+降息+自动驾驶利好不断,科技股再成为领涨主角》 摘 要 ■ 伊朗与以色列达成停火协议,这一转变为市场带来了明显的情绪好转,尤其是能源、航运、黄金等 避险资产遭遇抛售,资金纷纷流入股市,推动了A股的上涨。 ■ 美联储新任监管副主席鲍曼在讲话中表示,如果通胀保持可控,支持在下次会议时降低利率,进一 步推动流动性。 ■ 特斯拉在美国推出了自动驾驶出租车(Robotaxi)服务,尽管首批仅部署了10辆车,但这一历史性 里程碑标志着自动驾驶出租车的商业化开启。 ■ 特斯拉在加速技术落地,特别是在自动驾驶出租车、入门级车型和人形机器人等领域的创新,将为 供应链中的相关公司带来更多市场机会。 ■ 联创电子是特斯拉自动驾驶项目的核心受益标的,专注于车载镜头领域,预计2025年将成为特斯拉 镜头的第一供应商,未来几年预计将实现大幅收入增长。 ■ 作为特斯拉在中国的最大合作伙伴,拓普集团提供底盘系统、减震器、内饰功能件等多种零部件, 并且为特斯拉的机器人项目提供配套产品。 ■ 旭升股份持续在电池系统、传动系统等方面为特斯拉提供关键零部件,预计未来依然是特斯拉供应 链的重要成员。 ■ 三花智控为特斯拉提供电池和电机 ...
Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0
Globenewswire· 2025-06-17 16:00
Core Insights - Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a modern private cloud platform that integrates agility and scalability of public cloud with the security and cost benefits of on-premises environments [1][2] - VCF 9.0 supports a unified operating model for various applications, including traditional, modern, and AI workloads, enhancing innovation and operational efficiency for enterprises [2][4] Product Features - VCF 9.0 introduces a single unified platform that simplifies deployment and operations, allowing enterprises to focus on higher-value projects rather than maintaining infrastructure [2][3] - The platform features a new architecture that streamlines the experience for building, operating, and securing private clouds across various environments [4][5] - A unified interface for cloud administrators enhances operational efficiency, enabling scalable fleet management and centralized identity management [5][6] Cost Management - VCF 9.0 provides superior cost transparency and predictability compared to public cloud, offering comprehensive insights into total cost of ownership (TCO) [8] - Built-in analytics facilitate predictive cost modeling and automated resource optimization, helping organizations manage cloud spending effectively [8] Security and Compliance - The platform is designed to ensure data sovereignty and security, featuring a new SecOps dashboard for monitoring compliance and security controls [9] - VCF 9.0 supports the latest confidential computing technologies, allowing organizations to deploy secure workloads across diverse infrastructures [9] Customer Outcomes - Customers report significant operational improvements, such as a 70% reduction in IT manual tasks through automation and a 25-30% decrease in power consumption and costs due to increased server performance [2][10] - The platform enables faster deployment of applications and security patches, enhancing overall business resilience [2][10] Advanced Services - VCF 9.0 includes advanced services that accelerate innovation in private cloud environments, providing tools similar to those available in public cloud [11] - New solutions such as VMware Private AI Foundation and VMware Live Recovery enhance capabilities for AI workloads and disaster recovery [13][14] Partner Ecosystem - Broadcom collaborates with partners like AMD, Microsoft, and Intel to enhance the performance and security of VCF 9.0, ensuring it meets the evolving needs of enterprises [12][14]
Broadcom Awards ePlus Growth Partner of the Year for VMware
Prnewswire· 2025-04-01 12:30
Core Insights - ePlus inc. has been named the 2024 VMware Fastest Growth Partner (Americas) by Broadcom, recognizing its significant year-over-year growth in subscription bookings [1][2]. Company Achievements - ePlus has demonstrated its capability in leveraging advisory services, such as licensing assessments and VMware Optimization Assessments, to assist VMware customers in adapting to changes and understanding the value of new subscription models [2][3]. - The company has been acknowledged for its technical expertise and extensive experience with VMware solutions, contributing to its recognition as a Broadcom Premier Solution Provider [2][3]. Collaborative Efforts - In partnership with Broadcom, ePlus aids customers in building, securing, and managing cloud technology infrastructures, which modernizes operations and fosters innovation [3][4]. - ePlus' consulting approach and technical engineering expertise enable organizations to effectively apply technology for improved business outcomes [3][4]. Leadership Statements - Darren Raiguel, COO of ePlus, expressed pride in the achievement, highlighting the company's role in helping customers assess their environments and needs accurately [4]. - The recognition from Broadcom emphasizes the importance of innovation, market execution, and technical expertise in delivering superior customer outcomes [4]. Company Overview - ePlus is a customer-first, services-led industry leader providing transformative technology solutions across various sectors, including artificial intelligence, security, cloud and data center, networking, and collaboration [5]. - With over 2,200 employees and a presence in multiple regions, ePlus has developed specialized expertise over more than three decades [5].
博通CEO,最新看法
半导体行业观察· 2025-03-12 01:17
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容 编译自CRN ,谢谢。 博通公布 2025 年第一季度销售额创下 149 亿美元的纪录,首席执行官 Hock Tan 强调了公司蓬勃 发展的 AI 销售、超大规模云客户、关税的潜在影响以及新的VMware 客户统计数据。 首席执行官 Hock Tan周四在博通 2025 年第一季度财务收益电话会议上表示:"由于向人工智能超 大规模企业提供网络解决方案的出货量增加,我们的人工智能收入超出了 38 亿美元的预期。" 他说:"我们的超大规模合作伙伴继续积极投资其下一代前沿模型,这些模型确实需要高性能加速器 以及具有更大集群的AI数据中心。" "与此相一致,我们正在两个方面加大研发投入。" 这家总部位于加利福尼亚州帕洛阿尔托的科技巨头目前年营业额接近 600 亿美元。 [相关:埃森哲高管:为何 25 亿美元的谷歌云与 Salesforce 人工智能联盟是"美好的" ] 在 VMware 和VMware Cloud Foundation (VCF)方面,博通专注于"向客户推销全栈 VCF",这使 得整个数据中心能够虚拟化,从而使客户能够在本地创建自己的私有云环境。 ...