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

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SG&A

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Operating income

EBITDA

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Earnings per share

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Cash & equivalents

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Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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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

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

Apple

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

ARM Holdings PLC

NVIDIA

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

AVGO Expands Cloud Portfolio: Should You Buy, Hold or Sell the Stock?

LAS VEGAS, Aug. 27, 2024 (GLOBE NEWSWIRE) -- VMware Explore 2024 -- At VMware Explore 2024 Las Vegas, Broadcom Inc. (NASDAQ: AVGO) today unveiled VMware Cloud Foundation (VCF) 9, the future of VCF that will accelerate customers' transition from siloed IT architectures to a unified and integrated private cloud platform that lowers cost and risk. VMware Cloud Foundation 9 will radically simplify the deployment, consumption and operations of a secure and cost-effective private cloud.

Broadcom Unveils the Future of VMware Cloud Foundation

LAS VEGAS, Aug. 27, 2024 (GLOBE NEWSWIRE) -- VMware Explore 2024 – Broadcom Inc. (NASDAQ: AVGO) announced VMware Tanzu Platform 10, a cloud native application platform that accelerates software delivery, providing platform engineering teams enhanced governance and operational efficiency while reducing toil and complexity for development teams. The company also introduced Tanzu AI Solutions, a set of capabilities within Tanzu Platform that help application teams deliver GenAI-powered, intelligent applications quickly, safely, and at scale.

Broadcom Introduces VMware Tanzu Platform 10 to Accelerate Intelligent Application Delivery in the Private Cloud

Nvidia graphics processing units (GPUs) are the leading AI accelerators, but the chipmaker is also monetizing AI with adjacent hardware, subscription software, and cloud services. Arm central processing units (CPUs) are ubiquitous in smartphones and widely used in other mobile devices, but its chips are also gaining market share in data centers.

Nvidia, Arm, or Broadcom: The Best AI Semiconductor Stock to Buy Now, According to Wall Street

Broadcom (NASDAQ: AVGO) stock price will be in the spotlight in the next two weeks as the market receives information about the state of the artificial intelligence space.  It will likely react to this week's Nvidia earnings, which will have an impact on most semiconductor companies.

Broadcom stock: August 28 and Sep 5 are key dates for AVGO

New co-engineered solutions accelerate innovation, enhance operational flexibility, and promote sustainability across multiple environments LAS VEGAS , Aug. 26, 2024 /PRNewswire/ -- VMware Explore 2024 Hitachi Vantara , the data storage, infrastructure, and hybrid cloud management subsidiary of Hitachi, Ltd. (TSE: 6501) and Broadcom Inc. (NASDAQ: AVGO) , today announced a powerful new private and hybrid cloud solution.

Hitachi Vantara and Broadcom Announce Advanced Private and Hybrid Cloud Solutions with VMware Cloud Foundation

Broadcom is scheduled to give a financial update that could have enormous implications for investors.

Should Investors Buy Broadcom Stock Before September 5?

As the semiconductor industry continues to flourish, driven by the expanding demand for 5G,  artificial intelligence (AI), and the Internet of Things (IoT), Broadcom (NASDAQ: AVGO) stands out as a key player poised for significant growth.

Broadcom breakout in the cards as key indicators target $285

Broadcom is a strong AI stock with growth potential in the enterprise market. During the last quarter, Broadcom beat earnings expectations, with potential for continued outperformance. Broadcom's long-term presence in the AI market could lead to significant sales and profitability growth, but faces competition and economic risks.

Broadcom: A Buy Before Earnings - Strong Outperformance Potential

Alphabet

Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market

Palantir Technologies

Form 13Fs provide investors with an inside look at what Wall Street's smartest asset managers were buying and selling in the June-ended quarter. Ken Griffin and his investment team disposed of more than 9.28 million shares of Nvidia stock during the second quarter.

Billionaire Ken Griffin Sold 79% of Citadel's Stake in Artificial Intelligence (AI) Titan Nvidia and Piled Into These 3 High-Octane Growth Stocks Instead

Growth is healthy, both organically and inorganically. Upselling and an improved go-to-market strategy are leading to higher organic growth with great near-term revenue visibility. A revenue mix shift toward the software business makes a compelling case for margin expansion and a transition to a negative working capital profile. AVGO is valued at a small discount vs peers. Given growth and margin catalysts, I believe there is a case for margin expansion and a premium multiple.

Broadcom: VMWare Is Driving An Upgrade In Business Quality

Broadcom stock has overtaken Tesla in market capitalization as it joins Nvidia, Meta on the IBD Breakout Stocks Index.

Watch Out, Tesla. This Stock Is Ready To Snag Your Mag 7 Card.

Nvidia and Broadcom have recently split their stocks, but only a sell-off makes them cheaper. Nvidia looks like a deal, but buying lower would give investors some cushion just in case.

2 Recent Artificial Intelligence (AI) Stock-Split Stocks to Buy During the Nasdaq Sell-Off

DraftKings

Goldman Sachs

Wix.com

Analysts at Oppenheimer, the investment company with over $126 billion in assets under management (AUM), have identified a few companies they believe will do well for the next twelve months. Some of the most notable names in the list are Broadcom, DraftKings, Wix.com, and Goldman Sachs.

Buy Broadcom, DraftKings, Wix, Goldman Sachs stocks: Oppenheimer

This bull put spread just needs Broadcom to hold above 155 to make a tidy profit.

Broadcom Stock Might Be No. 2, But This Option Trade Gives It A Chance At A Quick 37% Return

Recent market volatility is likely driven by concerns over AI overvaluation and overinvestment, which impacts Broadcom as well. While Broadcom has benefited from AI, its growth is supported by a broader range of tailwinds, including cybersecurity, connectivity, and data management solutions. Broadcom's earnings and valuation multiples have the potential for further expansion, supporting a "Buy" rating on the stock.

Broadcom's Broader Focus Makes It A Safe Bet In An AI-Centric Market

Benefiting handsomely from the ongoing artificial intelligence (AI) rally, Broadcom (NASDAQ: AVGO) stock recently underwent a 10-for-1 stock split, which made a purely aesthetic correction to its price. However, this may have prompted questions about its performance by December 31.

AI predicts Broadcom stock price for end of 2024

Advanced Micro Devices

Semiconductor stocks to keep on watch in the stock market today.

Top Stocks To Buy Now? 2 Semiconductor Stocks To Watch

Chipotle

Form 13Fs allow investors over-the-shoulder access to see which stocks Wall Street's smartest asset managers have been buying and selling. Two virtually unstoppable stock-split stocks have been high on the sell list for a number of top-tier billionaire money managers.

2 High-Flying Stock-Split Stocks Prominent Billionaires Are Selling, and the 1 They're Buying Hand Over Fist

As the semiconductor industry continues to thrive, fueled by the expanding demand for 5G, artificial intelligence (AI), and the Internet of Things (IoT), Broadcom (NASDAQ: AVGO) remains a standout player.

News for Broadcom Stock (AVGO)