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 Q2 2021

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Earnings data Q1 2025

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.

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.

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

Advanced Micro Devices

NVIDIA

Direxion Daily Semiconductor Bull 3x Shares

iShares PHLX Semiconductor ETF

AI stocks, especially semiconductor companies like Nvidia, have outperformed the S&P and Nasdaq since 2021 but come with high volatility and risk. The SOXX ETF offers a better risk-return ratio compared to the leveraged SOXL, making it a safer choice for investors. Reducing volatility to 14% for individual stocks like Nvidia, Broadcom, and AMD can still yield impressive returns while managing risk.

Survival Of The Fittest: How Much AI Do You Trade?

Super Micro Computer

Stock splits are becoming more common during the AI boom. Stock splits don't change the fundamentals of a stock or the business.

3 Artificial Intelligence (AI) Stock-Split Stocks That Could Help Set You Up for Life

Broadcom's strong portfolio and expanding AI offerings make its top-line growth prospects bright. However, prospects don't justify premium valuation currently.

Broadcom Rises 45% Year to Date: How Should You Play AVGO Stock?

ARM Holdings PLC

Taiwan Semiconductor Manufacturing

The Federal Reserve lowered interest rates by 50 basis points yesterday. The move should favor increased investment in artificial intelligence (AI) infrastructure.

Why Artificial Intelligence (AI) Stocks Broadcom, TSMC, and Arm Holdings Were Moving Higher Today

The strongly bullish sentiment surrounding Broadcom (NASDAQ: AVGO) that was prevalent in late August was seemingly completely squashed at the start of September due to the publishing of a relatively disappointing earnings report and the broad stock market selloff.

Broadcom stock price target for 2025

Six U.S. technology companies are currently valued at $1 trillion or more, but one more could be set to join them. Broadcom has a growing presence in artificial intelligence (AI), which is driving explosive demand for its semiconductor products.

1 Stock-Split Stock Set to Join Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta In the $1 Trillion Club

A Wall Street analyst initiated coverage of three semiconductor stocks with buy ratings, citing their exposure to the artificial intelligence boom.

Nvidia, Two Other Chip Stocks Earn Fresh Buy Ratings On AI Prospects

Vistra Energy

Warner Bros Discovery Inc

Broadcom, Warner Bros. Discovery, Super Micro Computer, Vistra and AES Corp are included in this Analyst Blog.

The Zacks Analyst Blog Broadcom, Warner Bros. Discovery, Super Micro Computer, Vistra and AES Corp

Broadcom's strong 3Q24 results and substantial pullback present a compelling contrarian buying opportunity, especially for dividend-growth investors. The company enjoys enormous sales momentum and high margins, driven by AI-tailored hardware products and positive effects from the VMware merger. Broadcom's impressive dividend growth and consistent profit returns make it a valuable long-term investment, with a current yield of 1.3%.

Broadcom: A Contrarian Buy

Procter & Gamble

Toll Brothers

The Fed is committing to rate cuts. What a homebuilder, chip stock and consumer packaged goods stock tell us about rates.

Watch These Three Stocks As Fed Interest Rate Cuts Loom

Broadcom is experiencing year-over-year revenue growth in the double digits. The company's acquisition of VMware is a key factor in its AI strategy.

Is It Too Late to Buy Broadcom Stock?

Wall Street surged last week marking strong weekly gains as market watchers raised its expectations for a significant interest rate cut by the Federal Reserve.

5 Stocks That Led the SPY ETF to Log Its Best Week in 2024

The semiconductor and data center sectors are fast-paced and volatile, with companies like NVIDIA  NVDA  and Advanced Micro Devices AMD leading the way. However, a giant is quietly revolutionizing the sector and becoming a force to be reckoned with in the artificial intelligence (AI) revolution.

Broadcom's AI Powerhouse: A Quiet Giant Emerges

A major Asia-based analyst gave a bearish outlook for the iPhone 16 based on early preorders. However, this may be skewed by the rollout of Apple Intelligence, which won't happen until October.

Why Broadcom, Taiwan Semiconductor, and Arm Holdings Fell on Monday

Micron Technology

Marvell Technology

In the race for semiconductor supremacy, three giants stand tall: Broadcom Inc AVGO, Micron Technology Inc MU, and Marvell Technology Inc MRVL.

Semiconductor Smackdown: Broadcom Vs. Micron Vs. Marvell

Chubb

Tracking congressional trading habits is becoming more critical every day. Not only do members of Congress tend to outperform the broad market, but there are an increasing number of products tailored to this strategy.

Congress Members Are Buying These 3 Hot Stocks

Much of Broadcom Inc.'s rally this year has been buoyed by market confidence in its competitive advantage in custom ASICs and networking solutions, which are critical in AI infrastructure. But the stock's post-earnings pullback reflects concerns pertaining to the uncertain recovery timeline for Broadcom's non-AI segments, which still account for the bulk of its business. The infrastructure software segment also faces impending risks of maturation, which limits margin expansion and cash flow improvement needed to address the elevated debt exposure acquired from VMware.

Here's Why We're Switching Sides On Broadcom (Rating Downgrade)

NVIDIA, Broadcom Apple and Taiwan are included in this Analyst Blog.

The Zacks Analyst Blog NVIDIA, Broadcom, Apple and Taiwan

Cirrus Logic

QUALCOMM

Arm Holdings should see a double benefit from the iPhone 16. Cirrus is the company with the biggest ties to the iPhone's success.

These 5 Stocks Could Be the Biggest iPhone 16 Winners, and None of Them Is Apple

Dell Technologies

Alphabet

Microsoft

Palantir Technologies

Artificial-intelligence-focused chip makers are expected to grow briskly. But artificial intelligence requires servers, memory, and more -- so consider other stocks, too.

10 Artificial Intelligence Stocks That Could Make You a Millionaire

AVGO's robust growth through custom silicon along with the increasing networking demand supports the excellent top-line expansion, despite the recent market rotation. The high-margin subscriptions/ services segment and strong enterprise backlog further bolster its long-term prospects, with another dividend raise likely by the end of 2024. Despite the elevated debts from the VMware acquisition, AVGO's rich free cash flow and commitment to shareholder returns make it a compelling high-growth investment thesis.

Broadcom: Custom Compute Chips And Generative AI SaaS Demand Are Real

If you factor out the impact of its VMWare acquisition, Broadcom's recent revenue growth has been weak. Management expects growth to pick up throughout the next year.

1 Headline Number from This Artificial Intelligence (AI) Giant's Latest Report Could Mislead Investors

Unlike the dot-com bubble that ballooned in the late 1990s and early 2000s, the AI boom is here to stay and aid stocks such as NVIDIA, Broadcom and TSMC.

What AI Bubble? NVIDIA & 2 Other Chip Stocks With Strong Price Upside

Despite renewed enthusiasm for Nvidia's stock and select other hot AI plays, an analyst sees pessimism in many corners of the semiconductor sector.

Why Nvidia and Broadcom shares can't save the chip sector by themselves

On Sept. 5, Broadcom Inc. AVGO reported stronger-than-expected earnings and sales results for its third quarter.

News for Broadcom Stock (AVGO)