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

Broadcom's strength in networking chips should help it capitalize on growth in AI. One analyst called it a must-own AI stock.

Is Broadcom Stock Going to $1,850? 1 Wall Street Analyst Firm Thinks So.

Hewlett Packard

Lam Research

Moderna

Micron Technology

The S&P 500 touches a record high for the 25th time this year, powered by technology stocks. We have highlighted five technology stocks, HPE, MRNA, AVGO, MU and LRCX, leading the way higher in the latest trading session.

5 Stocks Propelling S&P 500 to 25th Record High

VMware

RESTON, Va.--(BUSINESS WIRE)--OVHcloud® US announced that the company is now a VMware Cloud Service Provider (VCSP) Pinnacle tier partner in the Broadcom Advantage Partner Program for North America to help mutual enterprise customers to innovate by adopting VMware Cloud Foundation (VCF) as their private cloud infrastructure. OVHcloud US will deliver new managed VMware Cloud Foundation private cloud services, including sovereign cloud services that support data residency and other jurisdictional.

OVHcloud US Becomes New VMware Cloud Service Provider Pinnacle Tier Partner in the Broadcom Advantage Partner Program

Palantir Technologies

Form 13F filings allow investors to see what stocks Wall Street's greatest money managers have been buying, selling, and holding. During the first quarter, two supercharged artificial intelligence (AI) growth stocks were added by a multitude of billionaire investors.

2 Hypergrowth Stocks Billionaires Are Buying Hand Over Fist, and 1 They've Sent to the Chopping Block

ARM Holdings PLC

The May jobs report showed a softening in hires and wage growth, raising prospects for a "soft landing." Meanwhile, the world's largest chip foundry is going ahead with a purchase of an advanced EUV tool, suggesting AI investment remains in full swing.

Why Semiconductor Stocks Broadcom, Arm Holdings, and Lam Research Rallied Today

Advanced Micro Devices

Intel

The global demand for chips has continued to increase in recent years, making the semiconductor industry one of the most attractive investment sectors in the stock market. While the semiconductor industry has enjoyed a significant boom, not all semiconductor stocks have kept pace with these developments.

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Broadcom Inc. (AVGO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Broadcom Inc. (AVGO) Earnings Expected to Grow: Should You Buy?

PayPal

ZoomInfo Technologies

Over the past two years, you couldn't go wrong investing in Nvidia (NASDAQ: NVDA ). The stock that is today synonymous with the artificial intelligence (AI) revolution returned nearly 800% for shareholders since OpenAI‘s generative AI chatbot ChatGPT was introduced.

Billionaires Are Selling Nvidia and Buying These 3 Stocks Instead

Netflix

The focus on high-growth stocks often has investors pondering on who the next Magnificent 7 replacements will be. The “Magnificent 7” has set an extremely high bar that few companies have reached.

3 Growth Stocks That Could Replace the Magnificent 7 This Decade

Automatic Data Processing

ASML Hld

Cohen & Steers

EOG Resources

Fastenal

Home Depot

Infosys

Lowe's

Landstar System

Mastercard

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

Schwab US Dividend Equity ETF

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

Texas Instruments

Williams-Sonoma

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists. The portfolio gained 1.28% in May, trailing the S&P 500 by 3.68%. Since its inception, the portfolio has generated 0.11% of alpha over the S&P 500 and 16.15% of alpha over SCHD on an annualized basis.

The 4 Factor Dividend Growth Strategy - Cooling Off In The Second Half Of Fiscal Year 2

Broadcom's earnings are due on June 12 and Melius Research's Ben Reitzes sees reasons to get on board now.

Broadcom's AI Shine Has Worn Off. It Could Still Be a Winner Ahead of Earnings.

Trade Desk

Broadcom's robust share of the custom chip market and solid clientele mean that it is on track to capitalize on a lucrative AI-related opportunity. The Trade Desk's AI tools are helping it corner a bigger share of the massive digital ad market that's set to grow at a nice clip in the long run.

2 Artificial Intelligence (AI) Stocks That Could Be the Next Nvidia

Apple

NVIDIA

Oracle

Tesla

The S&P 500 this year had its best May since the rip-roaring days of 2020, rising 4.8% over the month. However, much of that gain came at the beginning of the month as Wall Street cheered encouraging economic data and a slew of earnings reports showing the resilience of corporate earnings.

Top Stocks To Watch in June

Demand for semiconductor chips and data center services is soaring thanks to a roaring artificial intelligence (AI) market. A critical component for chips and data centers is network connectivity solutions.

Missed Out on Nvidia? Millionaire Hedge Fund Investor Brad Gerstner Just Scooped Up This Other Semiconductor Stock.

Alphabet

Planning a luxury vacation requires a solid financial strategy, and investing in the right tech stocks can be a powerful way to fund your dream getaway. The tech sector is renowned for its rapid growth and innovation, offering numerous opportunities for significant returns.

3 Tech Stocks That Could Fund Your Next Luxury Vacation

Adobe

General Motors

Wall Street's robust companies potentially offer strong returns for retirement portfolios. Such retirement stocks have a history of consistent performance and strategic positioning in their respective industries, making them attractive options for those seeking to secure their financial future.

3 Retirement Stocks to Make Your Golden Years Gleam

American Express

Texas Roadhouse

Investors can choose from several dividend investing strategies, including the two most popular ones: growth and income. A dividend growth investing strategy focuses on a stock's long-term appreciation potential.

The Dividend Sweet Spot: 3 Stocks Balancing Yield and Growth Perfectly

Disney

Lithium Americas Argentina Corp

Eli Lilly

Institutional investors represent the so-called big money that wields significant influence over the stock market. That influence manifests in many ways.

Institutional Bets: 7 Stocks the Big Money Will Send Higher This Year

Lemonade

Microsoft

Nvidia added more than $2 trillion to its market capitalization in just the last 18 months thanks to artificial intelligence (AI). Several other companies are also thriving in the hardware and software segments of the AI space.

Nvidia and 4 Other Stocks Can Help You Build the Ultimate Artificial Intelligence (AI) Portfolio

Broadcom has generated a huge return for its investors over the past decade. It continues to expand and evolve through bold acquisitions.

Will Broadcom Be Worth More Than Apple by 2040?

ServiceNow

QUALCOMM

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

The AI Dominators: 5 Stocks That Could Become the Next Trillion-Dollar Plays

iShares PHLX Semiconductor ETF

The semiconductor boom has rewarded many investors who picked them up before the latest AI-fueled surge. Though there's still value (and room to run) for many of the AI chip stocks, there are also the overheated ones that may be vulnerable to a correction at some point in the near future.

3 Sorry Semiconductor Stocks to Sell in May While You Still Can

Amazon

You may know Broadcom for wireless connectivity technology, but may not yet appreciate its chief growth driver. The likely economic environment over the next several years favors value-oriented Berkshire Hathaway.

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News for Broadcom Stock (AVGO)