VCF renewals ▲ 31.4% YoY· Symantec EDR true-ups ▲ 18%· Carbon Black avg quote uplift +22%· Mainframe MIPS capacity squeezes ▲· Audit notices ▲ 47% QoQ· Our last 10 deals avg −41% on quote· VCF renewals ▲ 31.4% YoY· Symantec EDR true-ups ▲ 18%· Carbon Black avg quote uplift +22%· Mainframe MIPS capacity squeezes ▲· Audit notices ▲ 47% QoQ· Our last 10 deals avg −41% on quote
Wednesday · 27 May · MMXXVIIssue II
Independent · Buyer-SideLive
Broadcom Negotiations
VMware · Symantec · CA · Carbon Black · Mainframe · Brocade The buyer's report on Broadcom contract economics. Not affiliated with Broadcom Inc.
The Firm · What This Is

A buyer side advisory on Broadcom contract economics.

We work on one side of the table only. Buyers of Broadcom software paying for renewals, defending audits, planning exits, or shaping the portfolio before the next quote arrives.

This firm exists because the economics of Broadcom software contracts changed and most of the buyer side playbooks did not. We watched the VMware acquisition reshape renewal quotes by 30 to 70 percent. We watched the Symantec audit motion intensify. We watched mainframe MIPS pricing shift in ways the procurement teams we know were not staffed to handle. So we built a buyer side practice that does one thing well and refuses to do anything else.

The firm has been running engagements full time for the better part of three years across the six Broadcom product lines that matter most to enterprise buyers. VMware Cloud Foundation, Symantec endpoint and proxy, Carbon Black, CA Technologies, mainframe software, and Brocade SAN. The bench is small on purpose. We pick fewer engagements than we could sell so that every active client gets the attention a $20M to $80M deal deserves.

Engagements live
14
Active buyer side deals this quarter
Avg quote reduction
41%
Across last 10 closed renewals
Contracted savings
$340M+
Verified against signed contracts
Audit defenses
28
Formal notices through to resolution

What we actually do

Six services. Renewal negotiation is the most common entry point. Audit defense is the most time pressured. Benchmarking is what most buyers wish they had run six months earlier. Portfolio optimization is the work that makes renewals easier before they begin. Exit planning is sometimes about leaving and more often about making leaving credible enough that the seller revises the quote. Advisory retainer wraps everything for buyers who want the Desk on call across multiple Broadcom product lines.

"We sit on one side of the table. Buyer side. Always. The economics of this firm depend on it."The Desk Editor

How we make money

Engagements bill on a fixed scope and a defined deliverable. Some include a success component tied to a verified contract outcome. We do not take referral fees from Broadcom or any reseller. We do not earn anything from products sold, licensed, renewed, or migrated. We are not a partner of Broadcom and we do not appear in any partner program directory. The independence page explains why this matters in more depth.

Where we publish

This site is the firm's working notebook. The Field Notes archive collects short pieces on patterns we see across live deals. Insights are longer arguments, organised by product line and by negotiation theory. Outcomes documents the case work, anonymised to descriptors so we do not name clients without consent. The Live Desk in the right rail of the homepage shows engagement count, upcoming closes and current behavior patterns from the Broadcom desk. It is updated weekly by the Desk Editor.

Who we work with

Enterprise buyers in regulated industries, primarily. Financial services, healthcare, energy, federal, manufacturing, logistics, telco. Deal sizes typically range from $5M annual to $80M annual on the contract being negotiated. Below that we usually decline and refer to a published benchmark and a calculator. Above that we ask for a co lead from the buyer's procurement team and run as a paired engagement.

How to reach us

The contact form at the bottom of every page is the front door. Two analyst calls before you decide anything. No pitch, no scripted demo. If we are not the right firm for your specific Broadcom situation we will say so on the first call and point you to whoever is.

Read next

Correspondence Invited

Write before the quote becomes a position.

Two analyst calls. No pitch. We tell you what we would do, what the leverage actually is, and whether we are the right firm. If we are not, we will say so.
Who we work for. Buyer-side only. No reseller relationship with Broadcom. No partnership of any kind. We do not earn anything from products sold or renewed. Only from outcomes delivered against the contract.