Inkampani yeBroadcom, Inkampani yaseMelika eyenza i-semiconductors esetyenziswa kwizixhobo ezahlukeneyo zonxibelelwano, ibhengeze ukufunyanwa kweVMware, inkampani ye-IT ebonelela ngeemveliso ezininzi zobunini ezinxulumene nokubonwa koyilo lwe-x86, nge-61.000 yeebhiliyoni zeerandi ngemali nakwimpahla.
I-VMware ilawula imarike yento ebizwa ngokuba yi-software ye-virtualization, evumela abathengi beshishini ukuba baqhube izicelo ezininzi kwiiseva zabo. Lo msebenzi waqala ukuncipha njengoko iinkampani zifumene izixhobo ezitsha zokusebenzisa i-computing yamafu, nto leyo eyabangela ukuba i-VMware ijonge iminikelo emitsha, kubandakanywa ngokubambisana ne-Amazon.
Ukutshintshela kwe-Broadcom kwisoftware yaqala emva kokuba ibhidi layo lokufumana i-chip enkulu ye-Qualcomm ivaliwe ngowayesakuba nguMongameli wase-US uDonald Trump ngo-2018 ngezizathu zokhuseleko lwelizwe. Ukufunyanwa kokwesibini ngobukhulu okubhengezwe kwihlabathi liphela ukuza kuthi ga ngoku kulo nyaka, emva nje kwesivumelwano sikaMicrosoft se-68.700 yeebhiliyoni zeedola zokuthenga umenzi wevidiyo ye-Activision Blizzard.
Ukunikezelwa kwe-142,50 yeedola ngemali okanye izabelo ze-Broadcom eziyi-0,2520 kwisabelo ngasinye se-VMware simele iprimiyamu ephantse ibe yi-49% ekupheleni kokuvalwa kwesitokhwe ngaphambi kokuba kuxelwe okokuqala iintetho zesivumelwano. I-Broadcom iza kuthatha i-22 yeebhiliyoni zeedola zetyala le-VMware.
Izabelo ze-chipmaker zivale i-3,5% kunye ne-VMware ye-3,1%. I-CEO yeBroadcom, Hock Tan, owakha inkampani yakhe komnye wabenzi abakhulu be-microchip zehlabathi ngokufumana, ngoku usebenzisa indlela yakhe yoshishino kwicandelo lesoftware.
Ngokubetha nje kube kanye, isivumelwano siya phantse kathathu ingeniso yesoftware yeBroadcom, eya kumela malunga ne-45% yeentengiso zabo zizonke. Ngokutsho kukaDaniel Newman, umhlalutyi kwi-Futurum Research, ngokufunyanwa kwe-VMware, i-Broadcom iya kuqatshelwa ngokukhawuleza njengomdlali oyintloko kwishishini lesoftware.
"Ukuba nento efana neVMware ... kuya kuvula inani elibalulekileyo leengcango apho ipotifoliyo yakho yangoku mhlawumbi ayinakukuvulela," wongeze watsho uNewman. Isivumelwano siza ngexesha apho abalawuli beBiden betyhala ukhuphiswano olungakumbi kuyo yonke into ukusuka kwezolimo ukuya kwezobuchwephesha.
I-Broadcom sele ifumene izibophelelo kumanyano lweebhanki nge-32 yeebhiliyoni zeerandi ekuxhaseni ngemali amatyala. I-VMware, ethe lo mnikelo awukhange ucelwe, uya kuvunyelwa ukuba acele iibhidi kubakhuphisana nabo kangangeentsuku ezingama-40 njengenxalenye yesivumelwano. Ukuba i-VMware ikhetha esinye isipho emva kokuba ixesha lidlulile, inkampani iya kufuneka ihlawule i-Broadcom i-$ 1500 yebhiliyoni kwintlawulo yokuqhawula. Ngakolunye uhlangothi, ukuba uthatha isigqibo sokukhetha esinye isipho ngaphambi kokuphela kweli xesha, kuya kufuneka uhlawule imbuyekezo ye-750 yezigidi zeedola.
Ezi nkampani zimbini zikhuphe iziphumo zazo zekota, kunye ne-Broadcom ibikezela ingeniso yekota yesithathu engcono-kunokuba ilindelwe, ngelixa i-VMware yamisa ukujonga kwayo unyaka wonke ngenxa yokuthengwa okulindileyo. Ibhodi yeBroadcom ikwagunyazise inkqubo entsha yokuthengwa kwesabelo ukuya kuthi ga kwi-10 yeebhiliyoni zeedola.
UMiguel Dell, uSihlalo weBhodi yabaLawuli beVMware, uthe:
“Ndikunye ne-Broadcom, i-VMware iya kuba kwindawo engcono ngakumbi yokuzisa izisombululo ezixabisekileyo nezintsha kwiinkampani ezinkulu zehlabathi. Eli lixesha lembali le-vmware, kwaye inika abaninizabelo kunye nabasebenzi bethu ithuba lokuthatha inxaxheba kuncedo olubalulekileyo. "
I-Broadcom sele ithenge inkampani yesoftware ye-CA Technologies nge-18,900 yeebhiliyoni zeedola kwaye yafumana icandelo lokhuseleko le-Symantec Corp nge-10,700 yeebhiliyoni zeedola. Iphinde yaphonononga ukufumana inkampani yesoftware yohlalutyo iSAS Institute Inc, kodwa ayizange ilandele ibhidi. I-Broadcom iye yanciphisa iindleko zeenkampani ezifunyenweyo.
Intengiselwano kulindeleke ukuba yongeze malunga ne-8.5 yeebhiliyoni zeedola ye-pro forma ye-EBITDA yokufumana kwisithuba seminyaka emithathu yokuvalwa. Ipro forma yenkampani nganye kunyaka-mali ka-2021, ingeniso yesoftware kulindeleke ukuba imele malunga ne-49% yengeniso iyonke yeBroadcom.
Okokugqibela, eweUkuba unomdla wokufunda ngakumbi malunga nenqaku, ungabonisana iinkcukacha kwikhonkco elilandelayo.