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

Apple

While Nvidia (NASDAQ: NVDA) became a synonym for the artificial intelligence revolution that has spurred impressive growth in the technology sector of the stock market, its 215% growth in the last year might mean that there is not much fuel left in the tank for further gains, and in the worst-case scenario, a crash might occur, making alternative options more attractive.

Missed the Nvidia boat? 2 AI stocks to buy right now

Semiconductor concern Broadcom Inc  (NASDAQ:AVGO) is taking notes from Nvidia (NVDA).

Broadcom Beats on Earnings, Announces Stock Split

Broadcom (NASDAQ: AVGO ) stock is climbing about 15% to a new all-time high and trending on social media and business news websites. This comes after the semiconductor maker reported that it expects its revenue from artificial intelligence (AI) chips to come in above its previous outlook.

Broadcom (AVGO) Stock Surges as Latest Winner in AI Frenzy

Shares of Broadcom Inc. NASDAQ: AVGO soared 15.3% in the after-market hours of Wednesday evening. The reaction came after the company reported its second quarter 2024 financial results, which were better than expected, to say the least.

Broadcom Stock Soars 15.3% on Strong Q2 Results and Stock Split

PALO ALTO, Calif., June 13, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced it is further enhancing customer-focused innovation through the expansion of the Broadcom Advantage Partner Program for VMware Cloud Service Providers (VCSPs) in Europe.

Broadcom Sees Positive Momentum as More Partners Join the Broadcom Advantage Partner Program for VMware Cloud Service Providers in Europe

Broadcom Inc. (NASDAQ: AVGO), a semiconductor, enterprise software, and security solutions provider, has seen its stock rise over 35% this year, aligning with the growth seen by its peer – Lam Research (NASDAQ: LRCX). Broadcom recently reported its Q2 fiscal 2024 results (fiscal ends in October), with revenues and earnings exceeding the street estimates.

Will Broadcom Stock Continue To See Higher Levels After A 35% Rise This Year?

Its integration of VMware—which it bought for an estimated value of more than $80 billion last year—is on track.

Broadcom Reclaims the AI Stock Spotlight. Why Analysts Think There's More to Come.

Broadcom surged more than 13% on Thursday as its upbeat annual forecast highlighted an insatiable demand for chips used in powering AI-focused technology, while its announcement of a stock split added to the euphoria.

Broadcom soars as demand for AI chips power forecast raise

Broadcom Inc. shares could book their best single-day performance in four years in the wake of an earnings report that drew cheers across the board.

Why Broadcom's stock could book its biggest gain in four years

NVIDIA

Broadcom executives emphasize that their chips aren't directly competing with Nvidia's graphics-processing units but it's a different story in networking.

Nvidia Stock Gains. Broadcom Thinks It Can Compete With the AI Chip Giant in This Area.

The ongoing artificial intelligence rally in the stock market has made companies such as Broadcom (NASDAQ: AVGO) real winners regarding performance, guidance, and stock growth.

Analysts revise Broadcom stock price target after earnings

Broadcom's history of performance and critical place in the AI ecosystem have driven its stock price higher. Management announced a 10-for-1 stock split, which will take place early next month.

Broadcom Announces a 10-for-1 Stock Split. Here's What Investors Need to Know.

Adobe

Signet Jewelers

With U.S. stock futures trading mixed this morning on Thursday, some of the stocks that may grab investor focus today are as follows:

Stocks To Watch On Thursday: Adobe, Broadcom, Signet Jewelers And More

Broadcom reported strong Q2 earnings with a double beat and raise, increased full year sales guidance, and a stock split announcement. The company saw significant growth in its AI hardware sales while focusing on cutting VMWare costs post-acquisition. Broadcom is making great progress incorporating VMWare into its core business, with a focus on simplifying product offerings and transitioning to a subscription model.

Broadcom Q2 Earnings: Expensive Stock Yet Phenomenal Business

After the release of its Q2 FY2024 report, Broadcom's stock is surging higher, with investors potentially celebrating strong AI demand and a stock split. In Q2 FY2024, Broadcom's revenue reached $12.49B, with AI products contributing nearly $3.1B. In addition to a solid top-line beat, management raised full-year outlook for sales and profitability. Despite its strong financial performance, Broadcom's stock is uninvestable at current levels. Read on to find out why!

Broadcom Pops On Unwarranted Optimism, Sell (Rating Downgrade)

Shares in Broadcom (AVGO) surged more than 14% in Wednesday's extended-hours trading session after the chipmaker reported better-than-expected fiscal second-quarter revenue, fueled by artificial intelligence (AI) product sales reaching a record high. Following in the footsteps of Wall Street darling Nvidia (NVDA), Broadcom also announced a 10-for-1 stock split.

Watch Out for These Levels in Broadcom's Stock Price

Broadcom Inc. is following Nvidia Corp.'s lead with a plan to split its stock in the wake of upbeat quarterly results and a big recent bump in its share price.

Broadcom shares surge as it follows Nvidia's lead with plans for a stock split

Broadcom Inc. (NASDAQ:AVGO ) Q2 2024 Earnings Conference Call June 12, 2024 5:00 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President and CEO Kirsten Spears - CFO Charlie Kawwas - President, Semiconductor Solutions Group Conference Call Participants Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Harlan Sur - JPMorgan Ben Reitzes - Melius Research Toshiya Hari - Goldman Sachs Blayne Curtis - Jefferies Timothy Arcuri - UBS Thomas O'Malley - Barclays Karl Ackerman - BNP Paribas CJ Muse - Cantor Fitzgerald William Stein - Truist Securities Operator Welcome to Broadcom Inc. Second Quarter Fiscal Year 2024 Financial Results Conference Call. At this time, for opening remarks and introductions, I would like to turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. Ji Yoo Thank you, Operator, and good afternoon, everyone.

Broadcom Inc. (AVGO) Q2 2024 Earnings Call Transcript

Broadcom Inc. (AVGO) came out with quarterly earnings of $10.96 per share, beating the Zacks Consensus Estimate of $10.79 per share. This compares to earnings of $10.32 per share a year ago.

Broadcom Inc. (AVGO) Q2 Earnings and Revenues Beat Estimates

Broadcom (AVGO) reported second-quarter revenue beating analyst estimates, while earnings fell short of projections. The company indicated artificial intelligence (AI) drove the revenue beat and also announced a 10-for-1 forward stock split, sending shares up over 12% in extended trading Wednesday.

Broadcom Stock Jumps on Revenue Beat, Stock Split

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) announced impressive Q2 FY24 earnings, driven by strong performance in its AI products and the integration of VMWare, acquired in November 2023. The company reported a 43% year-over-year revenue increase, reaching $12.49 billion, surpassing estimates by $480 million.

Broadcom sees 2Q revenue jump following VMWare acquisition

Chip and software maker expects move to make its shares more affordable for investors, employees

Broadcom to Enact 10-for-1 Stock Split

Broadcom beats earnings estimates, announces 10-for-1 stock split

Tech conglomerate Broadcom raised its annual revenue forecast on Wednesday, betting on higher demand for its networking equipment and custom chips from businesses investing in artificial intelligence infrastructure.

Chipmaker Broadcom raises annual revenue forecast

Broadcom Inc (NASDAQ: AVGO) is gaining in extended trading on Wednesday after coming in handily above Street estimates for its fiscal second quarter on strong AI demand.  This is a developing story.

News for Broadcom Stock (AVGO)