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Broadcom Inc (AVGO) VMware Explore 2025 Call (Transcript)

August 26, 2025
in Market & News
Reading Time: 2 mins read
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Broadcom Inc (AVGO) VMware Explore 2025 Call (Transcript)
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Broadcom Inc (NASDAQ:AVGO) VMware Explore 2025 Conference Call August 26, 2024 12:00 PM ET

Company Participants

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Hock E. Tan – President, CEO & Executive Director
Paul Turner – Vice President of Product Management vSphere
Jeremy Wright – Director of IT Infrastructure, Grinnell Mutual
Sabina Anja – Senior VCF Technical Lead
Chris Wolf – Global Head of AI and Advanced Services
Tasha Drew – Director of Product Engineering, AI & Advanced Services, Broadcom

Conference Call Participants

Hock E. Tan

Welcome, people. It’s great to be here today, and I always look forward to this event as a chance to engage with family, and a special shout out to those VMUG members here today. We love you guys.

Well, last year, I was here, we talked about private cloud being the future of the enterprise. 12 months later, the future is here. And we have the data to back that up. Global survey of IT professionals earlier this year made it clear what you, your top priority wants. 7 out of 10 of you plan to come back on-prem.

You want to invest in private cloud. But here’s the challenge. We always have this. VMware, you know that, innovated for years, but they never truly integrated the building blocks of a cloud. This is just a sampling what we’ve heard from you. But now here’s the good news. Since the acquisition two years ago, we roll up our sleeves, did the tough engineering work and the result today is VMware Cloud Foundation 9.0, a real software-defined platform to run all your application workloads with compute, networking and storage tightly integrated. And this is what you ask for.

We deliver VCF as a single SKU. We made it plug and play. And with VCF 9.0, just want you to know, private cloud now outperforms public cloud. It has

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