""I'm careful about choice of words, because we have sold them on it and they bought licenses to deploy it, it doesn't mean they are fully deployed,""
""Here comes the other part of our work, which is to take these 10,000 customers or a big chunk of them who have bought the vision of a private cloud on-prem and working with them to enable them to deploy it and operate it successfully on their infrastructure and on-prem,""
""That's the hard work over the next two years that we see happening.""
Broadcom reported Q3 2025 revenue of $15.95 billion and net income of $4.1 billion, with revenue up 22 percent year over year and net income benefiting from a prior paper loss. Semiconductor revenue rose 26 percent to $9.2 billion while infrastructure software revenue increased 17 percent to $6.8 billion. Quarterly software growth was modest, but annual VMware-related revenue appears to have risen by about $4 billion. Broadcom indicated that 90 percent of its top 10,000 customers subscribed to VMware Cloud Foundation, though many subscribers have not yet implemented the full stack. Broadcom plans focused deployment and enablement work over the next two years.
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