Broadcom expands Google Cloud partnership for network monitoring

LAS VEGAS - Broadcom Inc. (NASDAQ:AVGO) announced Tuesday an expanded collaboration with Google Cloud on Cloud Network Insights, a service powered by AppNeta by Broadcom technology.

Cloud Network Insights provides network observability for organizations managing applications across multi-cloud, hybrid and on-premises environments, according to a press release statement. Google Cloud developed the service as a first-party offering exclusively for its users.

The service offers three main capabilities: network experience monitoring with end-to-end network path visibility, application and agent experience monitoring across different environments, and network diagnostics to help isolate issues between network and application sources.

The tool aims to help operators reduce Mean Time to Resolution by identifying whether issues originate in Google Cloud or third-party networks. It includes synthetic transaction monitoring to detect problems with SaaS and web applications before they affect users.

"As organizations increasingly deploy critical agents and applications across complex multi-cloud and on-premises environments, agent, application, and network observability has never been more crucial," said Rob Enns, VP and General Manager of Cloud Networking at Google Cloud.

Serge Lucio, VP and General Manager of Agile Operations Division at Broadcom, said AppNeta offers network performance monitoring with a small operational footprint.

Alan Davidson, CIO at Broadcom, said the company uses AppNeta technology internally to monitor traffic between on-premises and cloud-based applications, allowing IT teams to distinguish between network and application issues.

Cloud Network Insights powered by AppNeta by Broadcom is available now through Google Cloud. Broadcom is a Delaware corporation headquartered in Palo Alto, California, that designs semiconductors and infrastructure software. The company commands a market capitalization of $1.9 trillion and generated $68.28 billion in revenue over the last twelve months. According to InvestingPro analysis, Broadcom is a prominent player in the Semiconductors & Semiconductor Equipment industry, boasting impressive gross profit margins of 77%. The stock has delivered a remarkable 139% return over the past year, though InvestingPro data suggests it’s currently trading slightly above its Fair Value—investors can access detailed valuation metrics and 20+ additional ProTips through the platform’s comprehensive Pro Research Report.

In other recent news, Broadcom held its 2026 Annual Meeting of Stockholders, where shareholders elected eight directors to the board and approved various proposals, including an advisory resolution on executive compensation. The company also announced the launch of VMware Tanzu Platform agent foundations, a runtime environment designed for autonomous AI applications, at the AI in Finance Summit. This platform extends VMware Cloud Foundation’s capabilities to AI agents, offering governance and operational controls.

Analysts have weighed in on Broadcom’s prospects, with Mizuho reiterating an Outperform rating and maintaining a $480 price target due to growth in the company’s AI chip pipeline. Similarly, Benchmark maintained a Buy rating and a $485 price target, citing extended AI engagement with Meta as a positive development. The analyst from Benchmark expressed confidence that Broadcom could exceed its previous AI semiconductor revenue targets for fiscal year 2027.

These recent developments highlight Broadcom’s ongoing focus on AI technology and strategic partnerships. The company’s stock performance has been notable, with a significant rise this month. Overall, Broadcom continues to draw attention from analysts and investors alike, driven by its advancements in AI and solid financial outlook.

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