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Cloud Computing & Enterprise Software

Cloud platforms and their competition, enterprise SaaS and CRM, data platforms, virtualization and licensing shifts, cloud pricing and FinOps, sovereign and private cloud, reliability and outages, product lifecycles, and developer/observability tooling.

VMware's Cash Cow vs. Growth Re-Earning: The Broadcom Balancing Act

By KAPUALabs
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Broadcom's VMware Bet: Security-Driven Revenue vs. Customer Churn Risk

By KAPUALabs
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Inside Broadcom's Dual Strategy: Custom AI Silicon and VMware Monetization

By KAPUALabs
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Inside Broadcom's Dual Strategy: Custom AI Silicon and VMware Monetization

The T-Mobile Lawsuit: How a $24M Dispute Exposes Broadcom’s VMware Strategy

By KAPUALabs
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The T-Mobile Lawsuit: How a $24M Dispute Exposes Broadcom’s VMware Strategy

Broadcom's Make-or-Break Moment: VMware, AI, and Legal Risks

By KAPUALabs
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Broadcom's Make-or-Break Moment: VMware, AI, and Legal Risks

VMware's Structural Unbundling: A Comprehensive Analysis of the Migration Wave

By KAPUALabs
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VMware's Structural Unbundling: A Comprehensive Analysis of the Migration Wave

T-Mobile's $20M Bet: Racing Against a VMware Support Cliff

By KAPUALabs
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T-Mobile's $20M Bet: Racing Against a VMware Support Cliff

VMware After Broadcom: A Definitive Post-Acquisition Analysis

By KAPUALabs
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VMware After Broadcom: A Definitive Post-Acquisition Analysis