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
Outcomes Delivered
Verified · Net of fees · Signed contract delta $340M+ saved. 280+ engagements. Verified against signed contracts. Not affiliated with Broadcom Inc.
The Lead · Q2 2026 · Verified Outcomes

The savings number only counts after signature.

What we publish on this page is the delta between the first quote and the signed contract, net of our fees, verified against the executed paper. No projections. No models.

The discipline of an outcomes page is brutal. There is a temptation to show what could have been saved, what was offered, what a benchmark says. We do not publish any of that. We publish the difference between the first quoted figure and the figure on the executed signature line. Net of fees. After audit settlements close. After ramp clauses kick in.

That makes for a smaller number than the one a glossier consulting deck would carry. It also makes for the only number that survives a CFO review six months later when the contract has actually been operating.

"They walked in with our own deployment data we did not know we had. Broadcom did not push back once on the right size. We saved roughly twenty-eight million over three years."CIO · Fortune 200 financial services

The four headline figures below are cumulative across the practice. The case panel under it is the Q1 engagement that closed largest. The Field Notes column at the bottom is the lessons we wrote up immediately afterwards while the work was still fresh.

If you would like to see the methodology we use to compute these numbers, the savings-calculation page documents it in detail. We do not include unrealised offers, projected NPV, or option value. Only signed delta.

§ 02

Outcomes at a glance

Verified · Net of fees · Signed contract delta
Savings delivered
$340M+
Cumulative reduction on Broadcom renewals, true-ups, and audits.
▲ updated Q2 2026
Engagements
280+
Renewal, audit defense, optimization, retainer.
▲ 14 currently live
Audit exposure
74%
Avg reduction on formal Broadcom compliance reviews.
▲ verified via settlement
Practice depth
20+yrs
Combined practice experience on these specific contracts.
▲ pre-acquisition era
§ 03

Twelve case studies

Each case anonymised by industry and size
#EngagementScopeQuoteOutcome
01
Global insurer · VCF renewal
Fortune 200, financial services, multi-region.
Three-year subscription. Right-sized entitlement. Exit clause inserted.
$42.0M−68% to $13.4M
02
Fortune 500 manufacturer · VCF restructure
Industrial sector, North America HQ.
$58M renewal restructured. Ramp protection added.
$58.0MRestructured
03
Regional bank · Symantec audit
EMEA regulated entity, 18,000 endpoints.
Pre-audit posture work plus formal response. Settlement closed.
Audit−81% exposure
04
Healthcare network · Carbon Black EDR
Multi-state hospital system, 60,000 seats.
EDR plus Cloud Workload renewal. Halved on signature.
$11.0M−50%
05
European telco · CA AIOps
Tier-1 carrier, regulated.
Legacy contract converted to modern structure.
Legacy−47%
06
Asia Pacific bank · Mainframe MIPS
Top-5 regional bank, large mainframe footprint.
MIPS capacity renegotiated. Sub-capacity strategy executed.
MIPS−$18M saved
07
Global logistics · Brocade EoL
Worldwide operator, fibre channel fleet.
End-of-life navigation, support uplift contained.
Support−38%
08
Federal agency · VMware portfolio
Public sector, regulated procurement.
Portfolio right-sized pre-renewal. Entitlement count reduced.
PortfolioRight-sized
09
Retail conglomerate · Symantec DLP
Multi-banner retailer, mixed estate.
DLP renewal restructured.
DLP−52%
10
Energy major · VCF exit plan
Integrated oil and gas, global footprint.
Exit plan built. Leverage shifted on the renewal that followed.
ExitLeverage shift
11
Insurance group · Multi-product audit
Fortune 200 insurer, multi-product audit notice.
Formal compliance review settled across three product lines.
AuditSettled
12
Financial services · Retainer outcomes
18-month retainer across the full Broadcom stack.
Continuous coverage across renewal cycles, true-ups, audit notices.
Retainer18 months coverage
§ 05

Field notes

Lessons written while the work was still fresh
VMwareQ2 · 7 min read

How a Fortune 500 manufacturer cut its VCF renewal by 41 percent

What the engagement looked like from quote arrival to signature. Three negotiation moves that changed the math, and one that did not.

Read essay →
Audit defenseQ2 · 9 min read

How a regional bank cut its Symantec audit exposure by 81 percent

The audit notice arrived on a Friday. By the following Monday the response posture had changed entirely. Here is the sequence of moves.

Read essay →
MainframeQ2 · 11 min read

How an Asia Pacific bank renegotiated $18M of mainframe capacity

MIPS capacity is the contract term that decides the deal on mainframe. This is what happened when a top-five regional bank rebuilt the case from the workload up.

Read essay →
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.