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![skhetpal Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1445841848451305477.png) Sahil Khetpal [@skhetpal](/creator/twitter/skhetpal) on x 20.5K followers
Created: 2025-07-23 13:53:01 UTC

The 2023 VMware acquisition transformed Broadcom's business model. Pure semiconductor companies face cyclical demand, but software provides steady recurring revenue.

VMware brought XXXXXXX enterprise customers paying predictable annual fees, smoothing out chip cycle volatility.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948018515685822739/c:line.svg)

**Related Topics**
[volatility](/topic/volatility)
[$0981hk](/topic/$0981hk)
[acquisition](/topic/acquisition)
[vmware](/topic/vmware)

[Post Link](https://x.com/skhetpal/status/1948018515685822739)