Broadcom is facing an antitrust review by the European Commission over VMware licensing changes following its acquisition. The review, prompted by complaints from trade association CISPE and other European cloud and infrastructure groups, centers on access, pricing, and conditions for VMware software in the region. The main financial risk is not just a potential fine but also the possibility of contract changes that reduce software profitability or slow adoption in Europe. VMware is an important part of Broadcom's higher-margin infrastructure software business, which analysts see as a key counterweight to lower-margin custom AI chips. Broadcom shares most recently closed at $394.28, with a year-to-date return of 13.4% and a one-year return of 41.4%.
Broadcom IncEU antitrust review over VMware licensing changes could force contract changes reducing software profitability or slow adoption in Europe
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