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Rolling job cuts by Broadcom have slashed VMware's workforce roughly in half

1. Broadcom cut VMware's workforce by around 58% post-acquisition. 2. Hock Tan's M&A strategy impresses Wall Street, driving Broadcom's stock. 3. VMware's shift to subscription model lowers churn; 60% customer conversion achieved. 4. Broadcom's stock rose 40% in the past year; market cap hit $1 trillion. 5. Analysts consider VMware a growth opportunity for Broadcom amid restructuring.

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FAQ

Why Bullish?

The successful integration and cost-cutting measures at VMware suggest improved profitability for Broadcom. Historically, such M&A strategies have led to a significant increase in stock prices.

How important is it?

The article addresses major corporate strategies and workforce changes that directly influence Broadcom's operational health and market perception.

Why Long Term?

Long-term benefits are expected as the integration stabilizes and subscription revenues grow. The complete transition to a subscription model will likely take years, providing sustained impact.

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