Broadcom to Advance NTT DOCOMO’s Private Cloud with VMware Cloud Foundation

manilatimes.net · 2026-10-20

Company’s First 10-year VMware Software Agreement in Japan Strengthens Infrastructure Resilience and Lays the Foundation for Next-generation Services

TickrTrends take: Broadcom's expansion of its enterprise software relationships through VMware Cloud Foundation deployments represents a meaningful revenue stream in the high-margin software segment, which supports the company's transition toward recurring subscription-based services. Given TickrTrends' assessment that AVGO stock is undervalued, investors monitoring the company should track how enterprise cloud infrastructure partnerships translate into predictable revenue growth and operating margin expansion. The success of these infrastructure deployments will be important to evaluate whether the current valuation reflects the full potential of Broadcom's software and infrastructure software business.

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