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
Correspondence Invited
Two analyst calls · No pitch · Buyer-side advisory We tell you what we would do, what the leverage actually is, and whether we are the right firm. Not affiliated with Broadcom Inc.
The Lead · How an Engagement Begins

Two calls. Then we tell you what we would do.

Most engagements begin with a quote in hand or an audit notice on the desk. Either way, the next move is the same.

Use the form on the right. A senior analyst will read it within one business day and reply to schedule a call. The first call is thirty minutes. We listen, we ask questions, and we tell you whether the problem is one we can usefully help with. About one in four conversations ends here, with a referral or with a recommendation to do nothing yet. That is fine. We are looking for the engagements where the work is going to land.

If we both want to proceed, the second call is sixty to ninety minutes with the practice lead for the relevant product line. We come prepared. We have read the public artefacts, we have pulled our benchmark data set for the deal size and region, and we have a draft view of what a defensible outcome looks like. The output of that call is a one-page engagement brief that tells you exactly what we would do, how long it would take, what we charge, and what the expected outcome is.

"The first call was thirty minutes. By minute fifteen, they told us not to engage them yet. We came back four months later when the renewal was real."CIO · Logistics group

We do not gate any of this. There is no proposal fee, no engagement deposit, no minimum spend to talk. We bill against the engagement after the work is done. Most renewal negotiations close inside eight weeks. Audit defense engagements run ten to twelve. Retainers are annual.

If you are not sure which service applies, leave the message field blank or write what is on your desk in plain language. We will figure it out. If a different practice is a better fit than ours, we will say so on the first call.

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.