• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Broadcom's Private Cloud Outlook 2025 Report Reveals Definitive Cloud Reset

    5/29/25 9:00:00 AM ET
    $AVGO
    Semiconductors
    Technology
    Get the next $AVGO alert in real time by email
    • Private cloud now rated as a strategic equal to public cloud, driven by cost predictability, GenAI requirements, and trust in delivering on security and compliance needs
    • 53% surveyed say private cloud is their top priority for deploying new workloads over the next three years
    • 84% use private cloud for both traditional enterprise apps and modern, cloud-native workloads

    PALO ALTO, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Private clouds are no longer playing catch-up, and public clouds are no longer the default as organizations recalibrate their cloud strategies. This "cloud reset" was the key takeaway from the Private Cloud Outlook 2025 report, an in-depth global survey of 1,800 senior IT leaders conducted by Illuminas, in partnership with Broadcom Inc. (NASDAQ:AVGO). More than half (53%) of survey respondents say private cloud is their top priority for deploying new workloads over the next three years, while 69% are considering workload repatriation from public to private cloud, with one-third having already done so. Private cloud is also now a strategic equal for AI and cloud-native apps, with 66% preferring to run container and Kubernetes-based applications on private cloud or a mix of public and private, while 55% prefer private cloud for AI model training, tuning and inference.

    "This report makes it clear: private cloud is a strategic platform for IT modernization," said Prashanth Shenoy, vice president of product marketing, VMware Cloud Foundation Division (VCF) at Broadcom. "Customers are intentionally architecting for flexibility, placing workloads in environments that offer the best balance of performance, control, and cost efficiency. The cloud reset presents an opportunity to create a more effective, secure and cost-efficient IT environment. Organizations that strategically adopt a modern private cloud can better support secure GenAI innovation, improve fiscal visibility, and accelerate workload repatriation."

    Security, GenAI, and Cost Predictability Accelerate the Shift to Private Cloud

    As IT leaders modernize their infrastructure, they are increasingly turning to private cloud to meet a range of critical needs, from securing sensitive data to managing unpredictable GenAI workloads to improving financial visibility.

    Security and compliance

    • 92% trust private cloud for security and compliance needs.
    • 66% are "very" or "extremely" concerned about public cloud compliance, and security is cited as the leading driver for workload repatriation from public cloud.

    Generative AI requirements

    • Data privacy and security concerns (49%) top the list of GenAI adoption challenges.
    • Organizations are choosing private cloud environments for AI workloads at nearly the same rate as public cloud (55% vs. 56%).

    Cost predictability and reduction

    • 90% value private cloud's financial visibility and predictability.
    • 94% report at least some level of waste on public cloud spend.
    • 49% believe more than 25% of their public cloud spend is wasted, creating significant optimization opportunities.

    Accelerating the Private Cloud Momentum

    Real-world public cloud experiences, the rapid rise of GenAI workloads, and increasing demands for security, compliance, and cost predictability are driving this strategic cloud realignment. To fully capitalize on private cloud advantages, organizations must address two key challenges: overcoming siloed IT teams and a perpetuating skills gap. Respondents identified siloed IT teams present the greatest challenge to private cloud adoption (33%), and 30% cite a lack of in-house skills/expertise as a barrier to private cloud adoption. Organizations that transition from technology silos to platform teams can focus on upskilling staff to permanently close the skills gap and reduce reliance on professional services. The report found that 81% are now structuring their technical organizations around a platform team rather than technology silos.

    View the full survey and learn about additional report findings here.

    Survey Methodology and Definitions

    The Private Cloud Outlook 2025 is based on a global survey conducted by market research firm Illuminas on behalf of Broadcom. The survey was fielded from March 6 to April 4, 2025, and included 1,800 senior IT decision-makers across small, medium-sized, and large enterprises in North America, Europe, and Asia Pacific. Respondents represented sectors such as financial services, government, healthcare, insurance, and pharmaceuticals. The study presented the following descriptions of cloud for reference to participants, aligned with Broadcom's definitions as well as with NIST standards:

    • Cloud computing is a model for enabling ubiquitous, convenient, on-demand network access to a shared pool of configurable computing resources (e.g., networks, servers, storage, applications, and services) that can be rapidly provisioned and released with minimal management effort or service provider interaction.
    • Private cloud is a dedicated cloud infrastructure provisioned for the exclusive use of a single organization. This infrastructure may be managed by the organization itself or by a third party and can be located on-premises or at a co-location facility.
    • Public cloud is shared cloud infrastructure run by a third-party service provider. It is accessible to anyone, including the general public, and, for the purposes of this survey, does not include SaaS such as Microsoft 365, Workday, or ServiceNow.

    About Broadcom

    Broadcom Inc. (NASDAQ:AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com.

    Broadcom, the pulse logo, and Connecting Everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.

    Media Contact:

    Roger T. Fortier

    VCF Communications, Broadcom Inc.

    [email protected]

    +1.408.348.1569



    Primary Logo

    Get the next $AVGO alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $AVGO

    DatePrice TargetRatingAnalyst
    6/24/2025$400.00Hold → Buy
    HSBC Securities
    6/5/2025Hold → Buy
    Erste Group
    5/28/2025$301.00Buy
    Redburn Atlantic
    4/30/2025$230.00Buy
    Seaport Research Partners
    4/2/2025$225.00Outperform → Buy
    Daiwa Securities
    12/13/2024$210.00 → $240.00Buy
    TD Cowen
    10/14/2024$190.00 → $220.00Outperform
    Mizuho
    9/18/2024Outperform
    William Blair
    More analyst ratings

    $AVGO
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Broadcom upgraded by HSBC Securities with a new price target

      HSBC Securities upgraded Broadcom from Hold to Buy and set a new price target of $400.00

      6/24/25 8:22:12 AM ET
      $AVGO
      Semiconductors
      Technology
    • Broadcom upgraded by Erste Group

      Erste Group upgraded Broadcom from Hold to Buy

      6/5/25 7:52:11 AM ET
      $AVGO
      Semiconductors
      Technology
    • Redburn Atlantic initiated coverage on Broadcom with a new price target

      Redburn Atlantic initiated coverage of Broadcom with a rating of Buy and set a new price target of $301.00

      5/28/25 9:07:05 AM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • President and CEO Tan Hock E sold $10,731,720 worth of shares (40,000 units at $268.29), decreasing direct ownership by 8% to 482,836 units (SEC Form 4)

      4 - Broadcom Inc. (0001730168) (Issuer)

      6/30/25 5:10:50 PM ET
      $AVGO
      Semiconductors
      Technology
    • Director Delly Gayla J sold $795,390 worth of shares (3,000 units at $265.13), decreasing direct ownership by 8% to 33,352 units (SEC Form 4)

      4 - Broadcom Inc. (0001730168) (Issuer)

      6/30/25 5:03:40 PM ET
      $AVGO
      Semiconductors
      Technology
    • Director Samueli Henry gifted 192,024 shares and sold $125,737,538 worth of shares (473,898 units at $265.33) (SEC Form 4)

      4 - Broadcom Inc. (0001730168) (Issuer)

      6/27/25 5:00:17 PM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    SEC Filings

    See more
    • Amendment: SEC Form 144/A filed by Broadcom Inc.

      144/A - Broadcom Inc. (0001730168) (Subject)

      6/27/25 12:18:04 PM ET
      $AVGO
      Semiconductors
      Technology
    • SEC Form 144 filed by Broadcom Inc.

      144 - Broadcom Inc. (0001730168) (Subject)

      6/26/25 11:36:57 AM ET
      $AVGO
      Semiconductors
      Technology
    • SEC Form 144 filed by Broadcom Inc.

      144 - Broadcom Inc. (0001730168) (Subject)

      6/26/25 9:50:00 AM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    Leadership Updates

    Live Leadership Updates

    See more
    • Big Tech and Emerging Players Lead the Charge in $1 Trillion AI Revolution

      USA News Group Commentary Issued on behalf of Scope AI Corp. VANCOUVER, BC, Aug. 20, 2024 /PRNewswire/ -- USA News Group – The race to dominate the artificial intelligence (AI) space continues to heat up, with Goldman Sachs recently asking the question "Will the $1 trillion of generative AI investment pay off?". According to Goldman Sachs Asset Management portfolio managers, their confidence continues to increase that this technology cycle is indeed real. It's a global phenomenon, with Brazil recently proposing a $4 billion AI investment plan of its own. Big tech is banking on this AI boom as infrastructure spending indeed nears the $1-trillion mark. However, it's not just the silicon valley

      8/20/24 11:53:00 AM ET
      $AVGO
      $CRDO
      $SAP
      $UPST
      Semiconductors
      Technology
      Computer Software: Prepackaged Software
      Finance: Consumer Services
    • Broadcom Introduces Industry's First Switch With On-Chip Neural Network

      SAN JOSE, Calif., Nov. 30, 2023 (GLOBE NEWSWIRE) -- In a world's first for switching silicon, Broadcom Inc. (NASDAQ:AVGO) today announced a novel on-chip, neural-network inference engine called NetGNT (Networking General-purpose Neural-network Traffic-analyzer) in its new, software-programmable Trident 5-X12 chip. NetGNT works in parallel to augment the standard packet-processing pipeline. The standard pipeline is one-packet/one-path, meaning that it looks at one packet as it takes a specific path through the chip's ports and buffers. NetGNT, in contrast, is an ML inference engine and can be trained to look for different types of traffic patterns that span the entire chip. For exampl

      11/30/23 9:00:00 AM ET
      $AVGO
      Semiconductors
      Technology
    • Littelfuse Appoints Gayla Delly to Board of Directors

      Littelfuse, Inc. (NASDAQ:LFUS), a diversified, industrial technology manufacturing company empowering a sustainable, connected, and safer world, announced today the appointment of Gayla Delly to the company's board of directors, effective September 28, 2023. Delly was also appointed to the Audit Committee. "Gayla brings a wealth of experience as both a public company executive and seasoned board member," said Gordon Hunter, Littelfuse Chairman of the Board of Directors. "Her board leadership and broad management experience across companies operating in a diverse set of end markets make her a terrific addition to the Littelfuse board, as we continue to execute our company's growth strategy

      9/28/23 11:00:00 AM ET
      $AVGO
      $FLS
      $LFUS
      $NATI
      Semiconductors
      Technology
      Fluid Controls
      Industrials

    $AVGO
    Financials

    Live finance-specific insights

    See more
    • Broadcom Inc. Announces Second Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend

      Revenue of $15,004 million for the second quarter, up 20 percent from the prior year periodGAAP net income of $4,965 million for the second quarter; Non-GAAP net income of $7,787 million for the second quarterAdjusted EBITDA of $10,001 million for the second quarter, or 67 percent of revenueGAAP diluted EPS of $1.03 for the second quarter; Non-GAAP diluted EPS of $1.58 for the second quarterCash from operations of $6,555 million for the second quarter, less capital expenditures of $144 million, resulted in $6,411 million of free cash flow, or 43 percent of revenueQuarterly common stock dividend of $0.59 per shareRepurchased and eliminated 25.3 million shares for $4,216 millionThird quarter f

      6/5/25 4:15:00 PM ET
      $AVGO
      Semiconductors
      Technology
    • Broadcom Inc. to Announce Second Quarter Fiscal Year 2025 Financial Results on Thursday, June 5, 2025

      PALO ALTO, Calif., May 5, 2025 /PRNewswire/ -- Broadcom Inc. (NASDAQ:AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced it will report its second quarter fiscal year 2025 financial results and business outlook on Thursday, June 5, 2025 after the close of the market. Broadcom's management will host a conference call at 2:00 p.m. Pacific Time on the same day to discuss these results and business outlook. Date: Thursday, June 5, 2025 Time: 2:00 PM (PT); 5:00 PM (ET) Listen via Internet: The conference call can be accessed live online in the Investors section of the Broadcom website at https://investors.broa

      5/5/25 8:00:00 AM ET
      $AVGO
      Semiconductors
      Technology
    • Broadcom Inc. Announces First Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend

      Revenue of $14,916 million for the first quarter, up 25 percent from the prior year periodGAAP net income of $5,503 million for the first quarter; Non-GAAP net income of $7,823 million for the first quarterAdjusted EBITDA of $10,083 million for the first quarter, or 68 percent of revenueGAAP diluted EPS of $1.14 for the first quarter; Non-GAAP diluted EPS of $1.60 for the first quarterCash from operations of $6,113 million for the first quarter, less capital expenditures of $100 million, resulted in $6,013 million of free cash flow, or 40 percent of revenueQuarterly common stock dividend of $0.59 per shareSecond quarter fiscal year 2025 revenue guidance of approximately $14.9 billion, an inc

      3/6/25 4:15:00 PM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Broadcom Inc.

      SC 13G/A - Broadcom Inc. (0001730168) (Subject)

      11/13/24 12:49:26 PM ET
      $AVGO
      Semiconductors
      Technology
    • Amendment: SEC Form SC 13G/A filed by Broadcom Inc.

      SC 13G/A - Broadcom Inc. (0001730168) (Subject)

      10/4/24 2:32:39 PM ET
      $AVGO
      Semiconductors
      Technology
    • SEC Form SC 13G/A filed by Broadcom Inc. (Amendment)

      SC 13G/A - Broadcom Inc. (0001730168) (Subject)

      2/13/24 5:00:59 PM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0

      PALO ALTO, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) is announcing the general availability of VMware Cloud Foundation (VCF) 9.0, the platform for the modern private cloud. With VCF 9.0, customers gain a consistent operating model for the private cloud, spanning data centers, edge, and managed cloud infrastructure from service providers and hyperscalers. VCF 9.0 combines the agility and scalability of public cloud with the security, performance, architectural control and total cost of ownership (TCO) benefits of an on-premises environment. VCF 9.0 delivers a single unified platform that supports all applications—traditional, modern, or AI—with consistent operat

      6/17/25 12:00:00 PM ET
      $AVGO
      Semiconductors
      Technology
    • Broadcom Inc. Announces Second Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend

      Revenue of $15,004 million for the second quarter, up 20 percent from the prior year periodGAAP net income of $4,965 million for the second quarter; Non-GAAP net income of $7,787 million for the second quarterAdjusted EBITDA of $10,001 million for the second quarter, or 67 percent of revenueGAAP diluted EPS of $1.03 for the second quarter; Non-GAAP diluted EPS of $1.58 for the second quarterCash from operations of $6,555 million for the second quarter, less capital expenditures of $144 million, resulted in $6,411 million of free cash flow, or 43 percent of revenueQuarterly common stock dividend of $0.59 per shareRepurchased and eliminated 25.3 million shares for $4,216 millionThird quarter f

      6/5/25 4:15:00 PM ET
      $AVGO
      Semiconductors
      Technology
    • Broadcom Ships Tomahawk 6: World's First 102.4 Tbps Switch

      PALO ALTO, Calif., June 03, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) announced today that it is now shipping the Tomahawk® 6 switch series, delivering the world's first 102.4 Terabits/sec of switching capacity in a single chip – double the bandwidth of any Ethernet switch currently available on the market. With unprecedented scale, energy efficiency, and AI-optimized features, Tomahawk 6 is built to power the next generation of scale-up and scale-out AI networks, delivering unmatched flexibility with support for 100G/200G SerDes and co-packaged optics (CPO). It offers the industry's most comprehensive set of AI routing features and interconnect options, designed to meet the dem

      6/3/25 9:00:00 AM ET
      $AVGO
      Semiconductors
      Technology

    $AVGO
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 4: You Harry L. bought $858,958 worth of shares (1,000 units at $858.96), increasing direct ownership by 40% to 3,510 units

      4 - Broadcom Inc. (0001730168) (Issuer)

      9/19/23 5:09:28 PM ET
      $AVGO
      Semiconductors
      Technology