BroadcomAVGO
Moat score
Custom silicon for the hyperscalers plus VMware lock-in, run for cash.
MOATE3.1Deep
3.1 Deep
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15VMware customers have nowhere easy to go; custom ASIC programs are multi-year commitments. | 8 | — |
| Network effectsweight 15Little. Advantage comes from contracts, not from users attracting users. | 3 | — |
| Scale & cost advantageweight 12Scale in networking and custom silicon; efficient to the point of austerity. | 7 | — |
| Brand & pricing powerweight 12VMware pricing shows how far Broadcom will push a captive customer. | 6 | — |
| Cornered resourceweight 12Custom accelerator relationships with the largest clouds, a deep IP portfolio, and VMware. | 8 | — |
| Distribution controlweight 12Sells to a concentrated set of very large customers. | 6 | — |
| Disruption resilienceweight 12Exposed if hyperscalers bring silicon design fully in-house. | 6 | — |
| Independenceweight 10TSMC dependence, customer concentration, and regulators watching the VMware playbook. | 5 | — |
Score it yourself
How strong is Broadcom's moat?
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