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 the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

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

Broadcom reports stellar Q1 results, eyes AI and broadband growth

Broadcom delivered strong financial performance in Q1 2023, driven by robust Semiconductor Solutions and Networking segments.
While facing challenges in certain segments like Infrastructure Software and Wireless, Broadcom's strategic focus on growth areas like broadband and AI-driven networking presents promising opportunities.
Overall, Broadcom's solid operational efficiency, diversified revenue streams, and strategic engagements position it well for future growth and profitability.

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Broadcom reported third fiscal quarter results on Thursday that beat Wall Street expectations for revenue and earnings. Broadcom stock is up 75% in the past year as investors have come to appreciate that the company produces several parts that are required or can be used to create infrastructure for AI.

Broadcom says it will sell $12 billion in AI parts and custom chips this year

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) reported third-quarter earnings that exceeded Wall Street expectations, driven by strong growth in AI-related revenue. But the chip maker's stock dropped 5% due to concerns over its AI revenue outlook.

Broadcom Q3 earnings beat as AI revenue drives YoY growth

While Broadcom beat on infrastructure solutions revenue in the latest quarter, it missed in semiconductor solutions and came up short on its overall revenue outlook for the current quarter.

Broadcom boosts AI revenue outlook, but stock falls after mixed earnings

Broadcom edged above estimates for its fiscal third quarter but guided a tad below views for sales in the current period. AVGO stock fell.

Broadcom Narrowly Beats Quarterly Targets, Disappoints With Sales Outlook

Chipmaker Broadcom beat Wall Street expectations for third-quarter revenue on Thursday, driven by demand for its networking and custom chips used in artificial intelligence applications.

Broadcom beats third-quarter revenue estimates

Revenue of $13,072 million for the third quarter, up 47 percent from the prior year period GAAP net loss of $1,875 million for the third quarter (1); Non-GAAP net income of $6,120 million for the third quarter Adjusted EBITDA of $8,223 million for the third quarter, or 63 percent of revenue GAAP diluted loss per share of $0.40 for the third quarter; Non-GAAP diluted EPS of $1.24 for the third quarter Cash from operations of $4,963 million for the third quarter, less capital expenditures of $172 million, resulted in $4,791 million of free cash flow, or 37 percent of revenue Quarterly common stock dividend of $0.53 per share Fourth quarter fiscal year 2024 revenue guidance of approximately $14.0 billion including contribution from VMware, an increase of 51 percent from the prior year period Fourth quarter fiscal year 2024 Adjusted EBITDA guidance of approximately 64 percent of projected revenue (2) PALO ALTO, Calif. , Sept. 5, 2024 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its third quarter of fiscal year 2024, ended August 4, 2024, provided guidance for its fourth quarter of fiscal year 2024 and announced its quarterly dividend.

Broadcom Inc. Announces Third Quarter Fiscal Year 2024 Financial Results and Quarterly Dividend

Broadcom (AVGO) is set to report third-quarter earnings after the bell, which could help chip stock recover after a slump in shares of Nvidia (NVDA) and other semiconductor companies earlier this week.

Could Broadcom's Earnings Lift Chip Stocks Out of Their Recent Nvidia-Led Slump?

Semiconductor maker Broadcom's (AVGO) latest financial results, due Thursday after the closing bell, could highlight the week's most anticipated corporate events. The numbers are set to land with the stock up nearly 40% this year—and Wall Street analysts broadly bullish on the shares.

What Wall Street Analysts Think of Broadcom's Stock Ahead of Earnings

Shareholders will focus on the company's commentary about demand for AI and overall chip markets.

Broadcom Reports Earnings Today. A Chip Bottom May Be Near.

NVIDIA

The chip maker's shares have tumbled this week over worries that the AI investing frenzy could soon fizzle out.

Nvidia Stock Rises. Why a Full-On Rebound Hinges on Broadcom's Earnings.

Micron Technology

QUALCOMM

The semiconductor sector  has pulled back since this year's  artificial intelligence (AI) buzz  pushed  key players to record highs.

3 Chip Stocks to Watch Amid Nvidia's Antitrust Woes

Wall Street expects Broadcom Inc AVGO to report $1.20 in earnings per share (EPS) and $12.96 billion in revenues when the company publishes third-quarter earnings on Thursday after market hours.

Broadcom Bears Roar As Q3 Earnings Loom: Can Bulls Turn The Tide For This AI Stock?

Apple

Apple, Nvidia and Broadcom stocks are all down in September.

Here's What Apple, Nvidia, and Broadcom Need to Stop the Bleeding. You May Be Surprised.

Semiconductor stocks were mostly positive on Wednesday, a day after bears mauled the sector on negative economic news.

Chip Stocks Mostly Higher Ahead Of Broadcom Earnings Report

Intel

Intel's contract manufacturing business has suffered a setback after tests with chipmaker Broadcom failed, three sources familiar with the matter told Reuters, dealing a blow to the company's turnaround efforts.

Exclusive: Intel manufacturing business suffers setback as Broadcom tests disappoint, sources say

Broadcom's Q2 FY2024 results showed a 43% YoY sales increase and strong profitability, driven by AI-related revenue and VMware contributions. Let's preview Q3 results now. Management's revised FY2024 outlook projects over 40% top-line growth, with significant contributions from generative AI and software, indicating potential margin expansion. The current Wall Street forecasts and recent news seem to provide a favorable environment for another earnings beat, in my view.

Why Broadcom Should Beat Earnings Again

Super Micro Computer

By one estimate, artificial intelligence (AI) is a greater than $15 trillion opportunity by 2030 -- and Wall Street's smartest (and richest) investors have taken notice. Form 13F filings for the June-ended quarter show that billionaire money managers weren't shy about selling shares of AI-graphics processing unit (GPU) juggernauts Nvidia and AMD.

Move Over, Nvidia and Advanced Micro Devices: Billionaires Are Selling Them and Scooping Up Shares of 2 Artificial Intelligence (AI) Stock-Split Stocks Instead

Automatic Data Processing

Boeing

Wells Fargo

Zscaler

This was the worst single trading day for tech stocks two years -- the worst for the chips segment since 2020.

Markets Sell Off as Labor Market Data Looms

ASML Hld

Cohen & Steers

EOG Resources

Fastenal

Home Depot

Infosys

Lowe's

Lam Research

Landstar System

Mastercard

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

Schwab US Dividend Equity ETF

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

Texas Instruments

Williams-Sonoma

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists. The portfolio fell by 0.27% in August, underperforming the S&P 500 by 2.69%. Since its inception, the portfolio has generated a CAGR of 24.79%, and is outperforming SCHD by 13.10%.

4 Factor Dividend Growth Strategy: A Speed Bump On The Home Stretch

The chip designer has become the leading player in the market for the high-end application-specific integrated circuits that are used for AI.

Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming.

AVGO's third-quarter fiscal 2024 results are likely to reflect the benefits of a strong AI portfolio and expanding clientele.

Broadcom Ahead of Q3 Earnings: To Buy or Not to Buy the AVGO Stock

Broadcom's Q3 earnings forecast shows a 15% year-over-year EPS increase and 46% year-over-year revenue growth, driven mainly by its infrastructure software segment. The software segment, bolstered by VMware, is expected to double sales to $5.5 billion, overshadowing modest growth in semiconductor and AI segments. Despite impressive growth, Broadcom's valuation is high at 26 times earnings, raising concerns about the sustainability of its premium valuation.

Broadcom Stock May Drop Sharply Following Results

Broadcom is expected to report stronger-than-expected Q3'24 earnings, driven by a rebound in networking equipment sales and VMware's transition to a subscription model. Analysts have revised EPS expectations upwards, and I maintain a BUY rating with a price target of $247/share, based on a 32.28x eFY25 EV/aEBITDA. Broadcom's growth is fueled by demand for AI-enabled infrastructure, faster interconnections, and improvements in VMware's sales, targeting a $4b run rate.

Broadcom Has More Growth In The Tank: Buy Going Into Earnings (Earnings Preview)

Broadcom (AVGO) shares may see heightened volatility this week, with the chipmaker slated to release its fiscal third-quarter earnings report after the closing bell on Thursday. Investors will likely be scrutinizing the company's artificial intelligence sales growth and full-year outlook, which have benefited in recent quarters from growing demand for its custom AI chips.

Watch These Broadcom Stock Price Levels Ahead of Chipmaker's Earnings Report

Alphabet

Market research firm IDC forecasts that AI spending will grow from $235 billion this year to $631 billion by 2028. Chipmakers Broadcom and Qualcomm stand to benefit from growing on-device processing needs and data center expansion.

News for Broadcom Stock (AVGO)