The Broadcom renewal pattern.

Since the CA acquisition, Broadcom (CA) renewals commonly arrive with substantial uplifts and portfolio consolidation pressure. This paper documents the recurring quote structures, the MIPS-to-MSU transition questions, the consumption baseline mechanics under Mainframe Consumption Licensing, and the counterpositions buyers typically use.

What is inside

• The recurring Broadcom (CA) quote structure since the acquisition
• Mainframe Consumption Licensing and how the baseline is set
• Portfolio bundling pressure and how to unbundle it
• The MIPS-to-MSU transition questions that move the number
• Counterpositions buyers use to reset an aggressive opening