The CEO explicitly said the only customers they're interested in is the 600 customers who are responsible for 80% of their revenue. The are actively trying to shed all others; it's simply not worth the overhead costs otherwise.
slow clap
Broadcom definitely seems to be in a reaping stage.
I expect things like VMWare to disappear in a few years because some competitors taking those other customers will slowly make things better until those still buying VMWare go elsewhere anywhere because it is good enough. There is only so long they can sell bundles of everything before customers decide the total price is too high - so it might not even be VMWare's competitors are good enough so much as everywhere else is good enough and VMWare needs to be tossed too.