Revenue segments as reported by the company.

Semiconductor solutions

Infrastructure software

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Amortization of acquisition-related intangible assets

Restructuring, impairment and disposal charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Broadcom

CA Technologies

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Broadcom posts strong Q2 results, eyes AI growth opportunities

Broadcom reports solid Q2 performance with revenue growth across key segments, strong free cash flow, and progress in the pending VMware acquisition. While facing challenges in certain revenue streams, the company is well-positioned to capitalize on opportunities in AI, networking, and supply chain resilience.

Broadcom posts strong Q3 results, eyes AI growth opportunities

Broadcom delivered solid Q3 performance with revenue growth, strong margins, and operational efficiency, positioning well for future growth.
The company faces challenges in certain segments and operational predictability but is leveraging strengths in networking, software, and AI for future opportunities.
With a focus on shareholder returns, technological advancements, and market positioning, Broadcom is poised for continued success and growth in the semiconductor industry.
Analyst recognition of Broadcom's resilience and market positioning underscores the company's strengths and potential for sustained performance and innovation.

Broadcom posts record revenues, eyes VMware growth in fiscal '24

Broadcom delivered strong financial performance in Q4 '23 and fiscal 2023, with record revenues and growth in key segments.
The acquisition of VMware positions Broadcom for significant revenue growth in fiscal '24, with a focus on core areas and divestiture of non-core assets.
Challenges include transitioning VMware customers to subscription models and ensuring successful integration post-acquisition.
Opportunities lie in continued semiconductor revenue growth, expansion in generative AI, and strategic initiatives within VMware for revenue acceleration.

Broadcom reports stellar Q1 earnings, focuses on core strengths

Broadcom's Q1 2024 earnings call highlighted impressive financial performance, strategic focus on core strengths, and disciplined capital allocation, reflecting resilience and growth potential.
While facing challenges related to memory costs and software strategy shifts, Broadcom remains well-positioned to capitalize on opportunities in infrastructure software, customer support, and strategic integrations.
Investors can expect continued shareholder value enhancement, market leadership in core segments, and strategic initiatives driving growth and profitability for Broadcom in fiscal year 2024.

Broadcom excels in Q2 with $12.5B revenue, focuses on AI and networking dominance

Broadcom's Q2 2024 showcased robust financial performance, driven by key segments like AI, infrastructure software, and networking. With a revised revenue guidance of $51 billion for fiscal '24 and a forward stock split, Broadcom is poised for continued growth and market leadership.

Broadcom reports stellar Q3 results, eyes growth amid sector challenges

Broadcom delivered robust financial performance in Q3 2024, driven by strong revenue growth across key segments and a positive outlook for Q4.
While facing challenges in broadband and industrial resales, the company remains well-positioned to capitalize on opportunities in wireless, AI, and networking segments.
With a focus on maintaining strong EBITDA margins and strategic planning to address challenges, Broadcom aims for continued growth and market leadership in fiscal 2024.

Broadcom excels in FY 2024, driven by AI and acquisitions

Broadcom delivered exceptional financial performance in FY 2024, driven by strategic acquisitions and a focus on high-growth areas like AI. The company's strong cash flow and dividend increase reflect financial stability and shareholder value.

Broadcom achieves record Q1 revenue driven by AI and software growth

Broadcom's Q1 2025 performance reflects robust revenue growth, profitability, and strategic investments in high-potential segments like AI and infrastructure software. While facing challenges in certain semiconductor segments, the company's strengths in AI, software, and R&D present avenues for future growth and innovation. Opportunities lie in capitalizing on AI market expansion, leveraging software revenue, and maintaining a focus on technological advancements for sustained success.

Broadcom achieves record Q2 revenue driven by AI semiconductor sales

Broadcom delivered exceptional Q2 results with record revenue and strong EBITDA growth, driven by AI semiconductor sales. The company's focus on debt reduction, robust free cash flow, and strategic capital allocation position it well for future growth. Challenges include managing debt levels while sustaining AI revenue growth and balancing investments for long-term success.

Broadcom achieves record Q3 revenue, eyes AI and VMware growth

Broadcom's strong Q3 performance, driven by robust semiconductor and software revenue, positions the company for continued growth and market leadership. While facing challenges in managing competition and technology trends, Broadcom's strategic focus on AI and VMware presents significant growth opportunities. Investors should monitor Broadcom's execution of its growth strategies and ability to navigate industry challenges for insights into its future performance.

Broadcom reports record Q4 revenue, eyes AI growth opportunities

Broadcom delivered exceptional financial performance in Q4 2025, driven by strong revenue growth in both semiconductors and infrastructure software segments. The company's strategic focus on AI semiconductors and infrastructure software, coupled with a robust dividend increase, positions it well for future growth and shareholder value creation. While facing challenges in diversifying revenue streams and managing operational complexities, Broadcom's opportunities lie in continued AI revenue acceleration and addressing the growing demand for custom AI solutions.

Broadcom reports record Q1 revenue and strong growth outlook

Broadcom's Q1 2026 performance reflects robust revenue growth, particularly in semiconductor and AI segments, supported by strong EBITDA margins and free cash flow generation. The company's strategic focus on AI and networking presents promising growth prospects. While challenges exist in sustaining growth in certain segments and managing operational complexities, Broadcom's financial strength, diversified revenue streams, and shareholder-friendly policies are key strengths. The company's outlook for 2027 revenue signals long-term growth potential. Overall, Broadcom's Q1 results demonstrate operational excellence, market leadership in key technology sectors, and a solid foundation for future growth. The company's proactive approach to shareholder value and strategic investments position it well for continued success.