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VMware’s Trust Reckoning: Broadcom’s Late Pivot to SMBs After Years of Alienation

Broadcom’s software revenue rose 29% to $8.75 billion in fiscal Q3 2026 as rivals target VMware SMB customers.

Summary by WebProNews
Broadcom Inc. is attempting a reset with the small and medium-sized business customers it once seemed ready to leave behind. After nearly three years of pricing changes, bundle mandates and partner cuts that followed its 2023 acquisition of VMware, the company now says it heard the complaints. An updated version of vSphere Standard is coming soon. Sales teams have new instructions. Yet the move arrives after many organizations already shifted sp…

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Ars Technica broke the news in Cambridge, United States on Friday, September 4, 2026.
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