Strategic Directions for VMware, Dell and Teradata - Infrastructure Matters, Episode 31

In this episode of Infrastructure Matters, host Krista Macomber, alongside her co-hosts Camberley Bates and Steve Dickens review Broadcom's Analyst Event with the CEO of Broadcom Hock Tan and the VMware executive team. The crew reviewed the implications for Broadcom's strategy and their expected R&D investments. Camberley discussed the latest in Dell's Partner Program for fiscal year 2025 and where their APEX services are headed with the partners. Plus the Teradata progress with Vantage and implications of their earnings report.

Key points discussed include:

• Coverage on Broadcom's hosted a virtual analyst meeting keynoted by Hock Tan, emphasizing strategic focus and investments

• VMware's partnership with Google on subscription licensing and portability aims to simplify and enhance offerings

• Dell's partner programs and changes in business models for partners, particularly in the context of Dell's APEX partner program adjustments

• The importance of customer adoption, technology execution, and embracing AI in companies' strategies, specifically focusing on Teradata's transition to Vantage and the integration of AI into their analytics offerings

• Teradata's pivot to the cloud with Vantage, boasting a 48% increase in cloud annual recurring revenue