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

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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.

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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

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

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.

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Cost of revenue

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Broadcom Inc AVGO with a price target of $190.

Broadcom Eyes $12B in AI Chip Revenue for 2024, Hyperscaler Spending Surge: Goldman Sachs

Super Micro Computer

Just over a dozen high-profile companies have announced or completed a stock split this year. More than a half-dozen billionaire investors have been sellers of Nvidia's stock for three straight quarters.

Step Aside, Nvidia: Billionaires Are Selling It in Favor of 2 Other High-Growth Stock-Split Stocks

Broadcom's strong financials, AI growth, and diversified portfolio support a "Buy" rating, despite recent stock consolidation and market volatility. AVGO's Q3 revenue reached $13.07 billion, driven by AI-related products, with AI revenue projected to hit $12 billion for the fiscal year. I believe Broadcom's leadership in networking and AI positions it well for sustained growth and market share gains.

Broadcom Stock Is Still A Compelling Buy

Amazon

NVIDIA

CNBC's Jim Cramer on Thursday listed the CEOs he trusts even when the market doesn't, primarily naming executives from top tech companies. "Not every executive deserves the same level of skepticism if not scorn.

Jim Cramer lists 3 tech CEOs he's giving 'the benefit of the doubt'

Oracle

After a tough period for some AI stocks, investors have staged a relief rally. At the same time, AI is boosting financial results for some companies in the space.

Why Nvidia, Broadcom, and Other Artificial Intelligence (AI) Stocks Rallied This Week

Semiconductor stocks have rebounded this week, led by Nvidia and Broadcom, which one analyst called top picks.

AI Chip Growth Story Intact For Nvidia, Broadcom: Analyst

Examine the evolution of Broadcom Inc.'s (AVGO) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Don't Overlook Broadcom Inc. (AVGO) International Revenue Trends While Assessing the Stock

Investors pressed the panic button following Broadcom's latest results, but they shouldn't miss the bigger picture. The chipmaker's AI-related sales are growing at a nice pace, and its non-AI business has started stabilizing as well.

Where Will Broadcom Stock Be in 3 Years?

Brady Corporation

Virco Mfg.

Verizon

Virco Mfg. Corporation (VIRC), Brady Corporation (BRC), Broadcom Inc. (AVGO) and Verizon Communications Inc. (VZ) recently announced dividend hikes.

4 Stocks Announce Dividend Hikes Amid Market Volatility

Nvidia has been perhaps the biggest winner so far in AI-powered chips. Broadcom is quietly emerging as a leading force at the intersection of AI chips and software.

This Popular Stock Has Been Quietly Ramping Up Its Artificial Intelligence Capabilities. Is Now the Time to Buy?

Dick's Sporting Goods

UnitedHealth Group

Dividend stocks that aggressively grow their payouts can be more valuable than income stocks with long growth streaks. Companies with resilient operations and strong growth prospects can make for excellent long-term investments.

3 Dividend Growth Stocks That Raised Their Payouts by 400%-Plus in 10 Years

Broadcom "disappointed" with guidance on its recent earnings release. But AI chips and VMware are growing fast, and will now make up over half of revenue.

Is Broadcom a Buy on the Dip? 1 Wall Street Analyst Thinks It Can Nearly Double From Here.

Broadcom's recent earnings beat expectations, but guidance fell short, leading to a "sell-the-news" reaction. However, this presents a buying opportunity. Broadcom's stock is relatively inexpensive with a forward P/E ratio around 20x - 22x, and it has strong potential for future EPS growth and multiple expansion. Despite a 30% correction, Wall Street remains bullish with price targets ranging from $155 to $240, indicating significant upside potential.

Broadcom: Solid Earnings - Buy The Dip

Early investors who bought Broadcom at its IPO have seen their investments grow tremendously. Broadcom executed a 10-for-1 stock split in July, meaning investors now have 10 shares for every share they initially purchased.

If You Bought 1 Share of Broadcom at Its IPO, Here's How Many Shares You Would Own Now

Broadcom is a semiconductor bellwether with growing AI exposure. AVGO's AI revenue outlook disappointed the market as investors likely wanted more. I assess that there isn't a structural slowdown in the AI upcycle, suggesting near-term weakness is likely overstated.

Broadcom: A Falling Knife That's Worth Catching

Apple

Cirrus Logic

Apple's iPhone 16 handsets will provide a business lift for component suppliers, especially Cirrus Logic and Broadcom, according to KeyBanc Capital Markets.

These Chipmakers Called Biggest Beneficiaries Of iPhone 16

Broadcom's latest earnings report exceeded Wall Street's expectations. It raised its revenue and adjusted EBITDA guidance for the full year.

Broadcom Stock: 3 Reasons to Buy, 3 Reasons to Sell

Increasing demand for AI-optimized networking solutions and customized AI accelerators are major growth drivers for Broadcom. Apple is well positioned to benefit from increasing consumer demand for its services and an iPhone upgrade cycle.

Billionaires Are Buying These 2 Top Artificial Intelligence (AI) Stocks Hand Over Fist

Broadcom's business is seeing strong AI-related growth. Its other business segments outside of AI and VMware continue to struggle.

Is It Time to Buy the Dip in Broadcom Stock After a Sluggish Forecast Sends Shares Lower?

Broadcom Inc. AVGO stock suffered its worst rout since the pandemic on Friday after the company's tepid revenue forecast discouraged investors who have been betting on robust demand for artificial intelligence (AI) chips to drive the company's growth. But is it the right time to sell the stock, or should you rather remain bullish and consider this as a buying prospect?

Broadcom Selloff Explained! Should You Buy the Dip in AVGO Stock?

Advanced Micro Devices

Nvidia (NASDAQ: NVDA) remains one of the most successful stories in the stock market, fueled by the company's venture into artificial intelligence (AI) space.

Two Nvidia stock rivals to turn $100 into $1,000 in 2025

Broadcom stock is down 15% over the past couple of days.

1 Stock-Split Artificial Intelligence (AI) Stock to Buy Before It Skyrockets 42%, According to Wall Street Analysts

Marvell Technology

Alphabet, Microsoft, Meta Platforms, and more are designing AI chips to reduce reliance on Nvidia solutions.

2 Semiconductor Stocks Helping Big Tech Ditch Nvidia's AI Stronghold

Broadcom shares are already quite pricey, even after a recent pullback. That sell-off was the market's negative reaction to fiscal third-quarter results.

1 Wall Street Analyst Thinks AI Stock Broadcom Is Going to $210. Is It a Buy?

Investors who missed out on Broadcom's NASDAQ: AVGO first post-stock-split dip have another opportunity. Down 10% following its Q3 results and guidance, it is a knee-jerk move driven by market sentiment and not operational quality, which is superb and sets up the market for a trend-following entry.

News for Broadcom Stock (AVGO)