Avg quote uplift
+22%
YoY across the portfolio, 28 renewals.
The Symantec and Carbon Black renewal arriving on enterprise security desks in 2026 is the second wave of Broadcom paper to land across the security portfolio. The first wave moved buyers onto consolidated paper between 2022 and 2024. The second wave is the renewal of that consolidated paper, with the seller's pricing model now built around the consolidation rather than around the buyer's original product mix. The pricing implications are substantial and not symmetric across the eight products covered in this paper.
Across the last 28 security portfolio renewals the Desk has worked, four observations recur. First, the average opening quote uplift is 22 percent year on year across the portfolio, with material variance by product: Symantec endpoint and Carbon Black EDR are running at 14 to 19 percent, while ProxySG and Cloud SWG are running at 27 to 41 percent. Second, the renewal quote bundles products the buyer never purchased separately into a single line item, pricing the bundle at the high end of each component's standalone rate. Third, the audit trigger pattern has shifted: audit notices in the security portfolio are up 53 percent QoQ, and the audit team is using the renewal quote as the settlement instrument. Fourth, the buyer who arrives prepared closes between 31 and 54 percent below opening quote.
The security portfolio is the most negotiable corner of the Broadcom estate. The alternative market is mature, the migration economics are well understood, and the seller's deal desk has more authorisation latitude than on VMware paper. The buyers who do not capture this latitude are the buyers who treated their security stack as a procurement event rather than as a portfolio negotiation.