"The company's infrastructure software business unit, which comprises VMware, Computer Associates and Symantec's enterprise business, earned $6.6 billion of revenue, up 25 percent year over year."
"87 percent of VMware's top 10,000 customers have signed up for its flagship Cloud Foundation (VCF) private cloud bundle, reflecting a strategic shift in sales policy."
"Broadcom CFO Kirsten Spears stated the operating margins for the infrastructure software group hit 76 percent, up from 60 percent a year ago, reflecting disciplined integration of VMware."
"Sales of AI-related hardware grew 46 percent to $4.4 billion for the quarter, indicating strong demand for AI hardware that Broadcom expects to continue."
Broadcom's takeover of VMware has led to impressive financial results, showcasing a 20% revenue growth to $15 billion and a significant 124% increase in net income for Q2 2025. The infrastructure software division generated $6.6 billion in revenue, largely boosted by VMware's integration. The company reported improved operating margins of 76%, attributed to efficient management. Broadcom is focusing on selling its Cloud Foundation to its top customers, shifting away from standalone products. AI hardware sales saw a notable rise, aligning with Broadcom's positive outlook on AI-driven demand in the future.
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