<br> # My Thoughts - VMware Cloud Foundation (VCF) #### Why? (목적 - 왜 기록하는가?) - 영어 스터디 진행 상황을 트래킹 #### How? (방법 - 어떻게 활용할까?) - 학습 인증을 통해 지속적인 추진력을 얻는다. #### What? (결과 - 무엇을 창조할까?) - 눈에 띄는 표현을 외우고 활용한다. <br> # Summary - Speak aloud - 10:19 ## Highlights - The company this week announced its Q2 2025 results, revealing revenue growth of 20% year- over-year (YoY), to $15 billion. Net income, meanwhile, ramped up 124% YoY to $4.95 billion. - VMware is part of Broadcom’s infrastructure software business unit, which in Q2 2025 grew 25% YoY to hit $6.6 billion in revenue. In contrast, before the VMware purchase, quarterly revenue for the unit was about $3.4 billion. The earnings reflect a continued upward trend since Broadcom purchased the cloud computing and virtualization company. - Broadcom also highlighted its successful shift of customers to the new VMware cloud model. CEO Hock Tan said during an earnings call this week that 87% of VMware’s top 10,000 customers have signed up for the VMware Cloud Foundation (VCF) private cloud bundle, a subscription-based offering including virtualization, storage, and networking, that is higher-priced than VMware’s previous standalone licensing model. Broadcom no longer sells standalone VMware products. - This has come at significant cost. According to [some claims](https://www.cio.com/article/2513389/vmware-licensing-and-pricing-hikes-what-options-do-you-have.html#:~:text=The%20stories%20abound%20about%20pricing,and%20support%20%E2%80%94%20with%20new%20providers.), pricing has increased anywhere from 150% to 500%, leading some customers to look elsewhere. - However, Tan did present a “compelling vision” of the private cloud with VCF 9.0, announced at VMware Explore in 2024, and made the smart move to present Broadcom as customer 0, he said. “It showed the real value of private cloud across a large enterprise with many business lines.” - Vendor lock-in is another important factor. “Especially in today’s world, vendor lock is not a good thing,” Kimball noted. IT execs want openness and easier off-ramps. - Ultimately, Kimball predicted, “some will make a move, some will stay, depending on long-term business goals and requirements and whether VMware’s vision aligns to the organization.” <br> ## Words and Idioms <br> # References [Broadcom grows revenues by 20% following VMware purchase, as customers fume about subscription costs \| Network World](https://www.networkworld.com/article/4003371/broadcom-grows-revenues-by-20-following-vmware-purchase-as-customers-fume-about-subscription-costs.html) <br> # Links [[_MOC_2_English]] [[Broadcom grows revenues by 20% following VMware purchase, as customers fume about subscription costs]] <br> # Tags #english #study #vmware #broadcom #license #cloud <br> # Aliases #영어 #공부 #vm웨어 #인수 #클라우드 #라이선스 <br>