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Broadcom paid $69bn. Revenue in 2023 was $13bn. Operating income $3.74 bn. Net Income $1.3 bn. I don't see a future where they can extract money they paid fo
by mnau 2y ago
Broadcom paid $69bn.
Revenue in 2023 was $13bn.
Operating income $3.74 bn.
Net Income $1.3 bn.
I don't see a future where they can extract money they paid for, even with their practices.
This is the first year. Everyone is working on migration. Next year? There will be experience, what works, what doesn't. Year after that? Even more, there will be experts with deep knowledge, tools, adapters ect.
Once you have that, leverage is gone.