Broadcom Succumbs to EU Antitrust Investigation Over VMware Licensing, Prompting Swift Pricing Strategy Revision
Broadcom Succumbs to EU Antitrust Investigation Over VMware Licensing, Prompting Swift Pricing Strategy Revision
Broadcom Inc (NASDAQ:AVGO) is under scrutiny by EU antitrust regulators following complaints regarding changes to VMware's licensing conditions, the recently acquired cloud computing firm.
博通公司（納斯達克股票代碼：AVGO）受到歐盟反壟斷監管機構的審查，此前有人抱怨最近收購的雲計算公司VMware的許可條件發生了變化。
EU businesses and a trade group have voiced their concerns, prompting the European Commission to request information from Broadcom for investigation.
歐盟企業和一個貿易團體表達了他們的擔憂，促使歐盟委員會要求博通提供信息以供調查。
Allegations include sudden policy changes resulting in significant price hikes, re-bundling of licenses, restrictions on license reselling, and refusal to uphold security conditions for perpetual licenses, Reuters reports.
路透社報道，指控包括突然的政策變化導致價格大幅上漲、許可證重組、限制許可證轉售以及拒絕維護永久許可證的安全條件。
Also Read: Apple, Meta, and Google's Alphabet Under Scrutiny, EU Launches Antitrust Probes
另請閱讀：蘋果、Meta 和谷歌的 Alphabet 受到審查，歐盟啓動反壟斷調查
Notably, the Belgian association Beltug and counterparts from France, the Netherlands, and Germany raised these issues with crucial EU figures last month.
值得注意的是，比利時協會Beltug以及來自法國、荷蘭和德國的同行上個月向歐盟的重要數據提出了這些問題。
The trade body CISPE, representing Amazon.Com Inc (NASDAQ:AMZN) and 26 European cloud providers, also lodged a complaint against Broadcom for unilaterally altering license terms for critical virtualization software.
代表亞馬遜公司（納斯達克股票代碼：AMZN）和26家歐洲雲提供商的貿易機構CISPE也對博通單方面修改關鍵虛擬化軟件的許可條款提出申訴。
In response to the backlash, Broadcom announced adjustments for VMware customers. CEO Hock Tan detailed these changes in a blog post, highlighting a significant VMware Cloud Foundation (VCF) price reduction to encourage adoption.
爲了應對這種強烈反對，博通宣佈了針對VMware客戶的調整。首席執行官霍克·陳在博客文章中詳細介紹了這些變化，重點介紹了VMware雲基金會（VCF）爲鼓勵採用而大幅降價。
The updated pricing model aims to provide comprehensive cloud infrastructure and operations capabilities at a fraction of the previous cost, standardize pricing metrics across cloud providers, and facilitate easier transitions between cloud and on-premise data centers.
更新的定價模型旨在以先前成本的一小部分提供全面的雲基礎設施和運營能力，標準化雲提供商的定價指標，並促進雲和本地數據中心之間的更輕鬆過渡。
EU regulators have taken action against leading tech companies, levying hefty fines against entities like Google and Microsoft Corp for antitrust violations. Microsoft Corp (NASDAQ:MSFT) came under fire for allegedly leveraging its market dominance by bundling its Teams videoconferencing tool with the Office suite.
歐盟監管機構已對領先的科技公司採取行動，對谷歌和微軟公司等違反反壟斷行爲的實體處以巨額罰款。微軟公司（納斯達克股票代碼：MSFT）因涉嫌利用其市場主導地位將其Teams視頻會議工具與Office套件捆綁在一起而受到抨擊。
Furthermore, major financial deals, including Microsoft's $10 billion investment in OpenAI, the company behind ChatGPT, Amazon's $1.4 billion merger with IRobot Corp (NASDAQ:IRBT), and Adobe Inc's (NASDAQ:ADBE) $20 billion acquisition of Figma, have all undergone scrutiny by EU officials.
此外，重大金融交易，包括微軟對ChatGPT背後的公司OpenAI的100億美元投資，亞馬遜與iRobot公司（納斯達克股票代碼：IRBT）的14億美元合併，以及Adobe Inc（納斯達克股票代碼：ADBE）對Figma的200億美元收購，都受到了歐盟官員的審查。
Mizuho analyst Vijay Rakesh noted Broadcom (rated Buy with a price target of $1,625 ) is well positioned with 2024 opportunities with Networking and AI ramps and a strong position in Wireless. He noted its software segment could provide further operating leverage and drive even stronger FCF.
瑞穗分析師維傑·拉克什指出，博通（評級爲買入，目標股價爲1,625美元）憑藉網絡和人工智能的發展以及在無線領域的強勢地位，在2024年的機會中處於有利地位。他指出，其軟件部門可以提供進一步的運營槓桿作用並推動更強的FCF。
Broadcom stock gained 116% in the last 12 months. Investors can gain exposure to the stock via Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK) and Amplify ETF Trust Amplify Cybersecurity ETF (NYSE:HACK).
在過去的12個月中，博通的股票上漲了116％。投資者可以通過Pacer Funds Pacer Data And Digital Revolution ETF（紐約證券交易所代碼：TRFK）和Amplify ETF Trust Amplify 網絡安全ETF（紐約證券交易所代碼：HACK）獲得股票敞口。
Price Action: AVGO shares traded lower by 1.96% at $1,317.75 on the last check Monday.
價格走勢：在週一的最後一次支票中，AVGO股價下跌1.96％，至1,317.75美元。
Also Read: Nvidia, Broadcom Lead AI Charge: BofA Analyst Tips AMD, Micron as Emerging Contenders in Explosive Market Growth
另請閱讀：英偉達、博通領導 AI Charge：美銀分析師提示AMD、美光是爆炸性市場增長的新興競爭者
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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