Ten short research briefings covering both halves of the Broadcom estate, VMware after the repackaging and the CA mainframe portfolio underneath it. What the model is, what happens at renewal, whether leaving actually saves money, and where the leverage genuinely sits. Two Redress advisors per episode, about four minutes each.
Broadcom paid 18.9 billion dollars for a business its own seller called structurally declining, at a 64 percent margin. What the filings say, what the investor day put on a slide, and why appeals to fairness do not land.
Two bundles, per core with a sixteen core floor, three year terms paid up front, and a support horizon in October 2027 that should be driving your timing more than your renewal date does.
Consumption licensing measured hourly, a published escalator compounding a third since 2021, and the two clauses that decide the whole negotiation: no line item pricing, and no renewal price protection.
Documented case by case in court papers rather than in any policy, and effective for reasons that need no intent at all. The three mechanics behind it, and why the counter is a calendar rather than a complaint.
Three business days to respond, cease and desist letters within a week of a lapse, and a compliance report every 180 days that degrades your management plane at 270. The audit has been automated.
The honest answer, because a one sided claim gets dismantled in the room. Where switching genuinely saves, where it does not, and which products you should never bluff about.
Not the exit threat. Your existing contract rights, the vendor's own admission that much of what it sold is undeployed, and a quarter end calendar you can read from the filings.
One price, four or more documents, and an order of precedence in which the lower layers override the higher ones. What to ask for, in what order, and what to trade.
Capacity terms before the hardware, line item visibility as a named ask, a cap on the next term, and the sequencing of your Broadcom, IBM and BMC renewals so one peak does not ratchet three invoices.
Both halves of the estate run as a single campaign on one timeline, with the asks ranked, the evidence assembled, and the decisions that have to be made before you ever answer the renewal letter.
The presenters in these briefings are AI generated avatars of Redress Compliance advisor personas. The research, figures, and guidance are real, produced by Redress Compliance analysts from our consulting engagements and market network.