February 27, 2024 at 02:35AM
Broadcom unveils “VMware VeloCloud SASE, Secured by Symantec” at Mobile World Congress in Barcelona. The integration brings together VMware’s SD-WAN and Symantec’s Security Service Edge, aligned with Gartner’s Secure Access Service Edge concept. VMware’s acquisition by Broadcom raises questions about collaborations with telecom operators and the pending sale of its end user compute division to KKR.
From the meeting notes, I have gathered several key points:
1. Broadcom has announced the integration of VMware’s SD-WAN with Symantec’s Security Service Edge, debuting it as “VMware VeloCloud SASE, Secured by Symantec” at the Mobile World Congress in Barcelona.
2. Symantec Security Service Edge is classified as a SASE, while VMware’s own SASE was tailored for its Workspace ONE end-user compute suite.
3. VMware’s VeloCloud SD-WAN is well-regarded and seen as superior to Symantec’s equivalent due to its integration with the VMware NSX network virtualization suite.
4. Broadcom is focused on cross-pollination among its diverse software brands, with a strategy to have customers buy more of the vStack by bringing VeloCloud SD-WAN into the mix.
5. At the conference, VMware by Broadcom discussed collaborations with customers, including Dish Networks, Vodafone, and Singtel. The status of these collaborations post-Broadcom’s acquisition of VMware remains unclear.
6. Private equity firm KKR has confirmed plans to acquire VMware’s end-user compute portfolio for approximately $4 billion. KKR intends to create a standalone business to manage the products, expand R&D, and pursue new partnerships.
7. Shankar Iyer, head of Broadcom’s EUC division, welcomed the acquisition and sees it as an opportunity to give dedicated focus to the division.
If you need further clarification or analysis on any of these points, feel free to let me know.