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

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

QUALCOMM

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.

3 No-Brainer Artificial Intelligence (AI) Stocks to Buy With $200 Right Now

Other key reports in the week ahead will arrive from Dick's Sporting Goods, Dollar Tree and Zscaler.

Broadcom highlights this week's earnings slate as investors assess AI landscape

Broadcom has built its business through a series of acquisitions. The company has a huge opportunity with the ongoing AI infrastructure buildout.

Where Will Broadcom Be in 3 Years?

Broadcom's growing prominence in the market for custom AI processors and networking switches could help it deliver better-than-expected results. The long-term AI opportunity that Broadcom is sitting on suggests that it is built for impressive growth.

Should You Buy Broadcom Stock Before Sept. 5?

Apple

Kroger

NVIDIA

Stocks rebounded in the final weeks of August, putting the S&P 500 just below its all-time high heading into September. But a lot has changed under the surface since July.

Stocks to Watch in September

Comfort Systems USA

NextEra Energy

The Dow Jones Industrial Average set a record high Friday. AppLovin, Arista Networks and Netflix are at buy points.

Dow Jones Rallies To New Highs; 3 Leaders Poised For More Gains

Broadcom (AVGO) is set to report earnings for the third quarter of 2024 after the closing bell on Thursday with artificial intelligence (AI) likely to take center stage.

What You Need To Know Ahead of Broadcom's Earnings Report

AI juggernaut Broadcom is next up on the earnings calendar after an earnings sell-off for fellow AI stock Nvidia.

Broadcom, Two Fast-Growing Tech Stocks Highlight Latest Earnings Calendar

Broadcom (NASDAQ:AVGO) has long been a top smartphone chip supplier but it is rapidly transforming into a premier artificial intelligence chipmaker.

Is Broadcom the Absolute Need-to-Own Tech Dividend Stock?

Marvell Technology

The company's stock was lifted after it posted upbeat numbers, which should bode well for its chief rival.

Marvell Turns Corner on AI Chip Demand. Its Earnings are Positive for Rival Broadcom.

Broadcom competes with Nvidia in some products but has complimentary products as well. Broadcom has many different business segments.

Could Broadcom Duplicate Nvidia's Performance as a Premiere Artificial Intelligence (AI) Stock?

ARM Holdings PLC

Microsoft

Investors have had concerns that the pace of AI adoption might slow after a blistering run since early last year. These fears sent fair-weather investors to the sidelines in recent weeks, sending many AI-related stocks lower.

Why Artificial Intelligence (AI) Stocks Arm Holdings, Microsoft, and Broadcom Rallied on Thursday

Celsius Holdings

Nvidia completed a 10-for-1 stock split in June 2024, and the company has a durable competitive advantage spanning hardware and software. Broadcom completed a 10-for-1 stock split in July 2024, and the company is growing quickly due to demand for AI chips and virtualization software.

2 Stock-Split Stocks to Buy Before They Soar 50% and 112%, According to Certain Wall Street Analysts (Hint: Not Nvidia)

By one estimate, the rise of artificial intelligence (AI) can add more than $15 trillion to the global economy by the turn of the decade. Even though Nvidia's graphics processing units (GPUs) have become the standard in AI-accelerated data centers, prominent billionaires haven't been shy about reducing their stakes in this market leader.

Move Over, Nvidia: Billionaires Have a New Favorite Artificial Intelligence (AI) Stock

Taiwan Semiconductor Manufacturing

Despite most of the technology sector's best efforts, it's still going to desperately need Taiwan Semiconductor for many, many more years. Broadcom isn't the company you think it is.

Prediction: Artificial Intelligence (AI) Will Make These 2 the Next Trillion-Dollar Companies

Intuitive Surgical

Pinterest

“It takes money to make money.” While that used to be true on Wall Street, it is no longer the case.

Only Have $1,000 to Invest? Buy These 3 Stocks Right Now

AVGO's strong AI prospects are driving up its stock, but it appears slightly overvalued, with a current PE ratio higher than justified by its expected FY26 growth rates. AI-related revenues could reach $10B in 2024, but competitive pressures from big tech and a potential slowdown in AI infrastructure demand pose risks. A more reasonable PE ratio of 45 suggests a fair price of $178 for FY25, indicating only a 10.3% upside and a speculative risk-to-reward ratio in the medium term.

Broadcom Q3 Preview: Not A Wise Time To Initiate A Position

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

bluebird bio

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Blackstone Secured Lending Fund

Colgate-Palmolive

Investment activity in July focused on Business Development Companies, with $2,000 added to the market. Adjusted dividend income in July of $709, up 19% Y/Y and down 4% sequentially. Main picks included Blackstone Secured Lending, Ares Capital and Owl Rock Capital.

My Dividend Stock Portfolio: New July Dividend Record - 101 Holdings With 24 Buys

Nvidia will remain the top AI stock for the foreseeable future. Broadcom's AI-oriented chips will boost its sales over the next few years.

3 Artificial Intelligence (AI) Stocks to Buy if the Fed Lowers Interest Rates

Broadcom Inc. (AVGO) reachead $161.38 at the closing of the latest trading day, reflecting a +1.1% change compared to its last close.

Why Broadcom Inc. (AVGO) Outpaced the Stock Market Today

Broadcom expands its cloud portfolio by launching a new private cloud offering in collaboration with Hitachi Vantara.

News for Broadcom Stock (AVGO)