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

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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

Super Micro Computer

Supermicro has been successful in marketing its high-performance server and storage systems much faster than the competition, thanks to modular architecture and focus on product and operations automation. Increasing demand for AI networking chips and customized AI accelerators is driving Broadcom's share price in 2024.

2 Magnificent Artificial Intelligence (AI) Stocks to Buy Right Now

Broadcom reported strong Q1'24 with 34% YoY revenue growth, driven by data center and hyperscaler demand for AI infrastructure. The company expects growth in AI-enabling infrastructure and networking equipment throughout eFY24, while wireless, storage, and broadband segments to be pressured. VMware's partnership with Nvidia for GPU acceleration is expected to drive further growth and value as companies seek faster compute performance.

Broadcom: AI Saves The Day

Bank of America raised its price target on Broadcom to $1,680 after the company's earnings report. Broadcom beat expectations for Q1, but guided to revenue slightly below expectations for the rest of 2024.

Is Broadcom Stock Going to $1,680? 1 Wall Street Analyst Thinks So.

Adobe

ASML Hld

Salesforce

Eli Lilly

Netflix

ServiceNow

Taiwan Semiconductor Manufacturing

Visa

The Magnificent 7 stocks of Microsoft, Apple, NVIDIA, Alphabet, Amazon, Meta, and Tesla have become the talk of the market.

Prediction: A New Stock Will Join the Magnificent 7

The price action in Broadcom Inc. NASDAQ: AVGO began correcting after its FQ1 earnings release, and it may move lower, but this is a near-term phenomenon investors should embrace. Broadcom's market pulled back not because of weakness or guidance but because of market conditions for semiconductor stocks and bad news for its largest client, Apple NASDAQ: AAPL.

Another 20% Upside for Broadcom Stock: Analysts Say Buy the Dip

CrowdStrike

Ferguson Enterprises Inc

Marvell Technology

Nexxen International Ltd

U.S. stocks closed lower on Friday, following the release of jobs data for the month of February. All three major indices closed the week lower, with the S&P 500 falling 0.26% and the blue-chip Dow declining 0.93%.

This Analyst With 87% Accuracy Rate Sees More Than 20% Upside In Broadcom - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts - Broadcom (NASDAQ:AVGO), CrowdStrike Holdings (NASDAQ:CRWD)

Apple

Microsoft

NVIDIA

Companies at the cutting edge of artificial intelligence aren't known for being big dividend payers, but if you look throughout leaders in the field you can find some cutting dividend checks.

These Top 5 AI Stocks Could Double Their Dividend Tomorrow

Automatic Data Processing

L3Harris

Parker-Hannifin

Starbucks

UnitedHealth Group

When it comes to the best dividend stocks in the S&P 500, Dividend Aristocrats may first come to mind. As you may know, Dividend Aristocrats are S&P 500 stocks with a 25-year or longer track record of annual dividend increases.

The 7 Best Dividend Stocks to Buy in the S&P 500: March 2024

Booz Allen Hamilton Hld

D-Wave Quantum Inc

AI has dominated the tech space for the past two years; understandably, some investors are starting to think it's getting overcrowded. The same investors are looking for other sectors in the industry, and quantum stocks are one of the more promising.

3 Quantum Stocks Primed for the Qubit Breakthrough

Spirit Airlines

Target

Here are some of the major companies whose stocks moved on the week's news.

The Score: Spirit Airlines, Target, Broadcom and More Stocks That Defined the Week

Shares of Broadcom (AVGO) tumbled Friday after the semiconductor giant disappointed investors with its full-year sales outlook.

Broadcom Stock Tumbles as Outlook Disappoints; Semiconductor Peers Also Decline

Intel

Strive US Semiconductor ETF

VanEck Vectors Semiconductor ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

SPDR S&P Semiconductor ETF

The semiconductor sector has outperformed, with the Philadelphia Semiconductor index reaching a record high, gaining 23.7% this year.

Semiconductor ETFs Hit New High

Broadcom beat estimates in its fiscal first quarter, but failed to raise its guidance. The company is seeing strengthening demand for AI products.

Why Broadcom Stock Was Sliding Today

Broadcom's Q1 FY2024 earnings report Thursday was a remarkable demonstration of the company's strategic vision concerning the VMWare acquisition.

Broadcom Q1 Earnings: CEO Hock Tan At His Best (Wheelin' And Dealin')

Broadcom's (AVGO) first-quarter fiscal 2024 results benefit from strong demand for networking and generative AI solutions.

Broadcom (AVGO) Q1 Earnings Beat Estimates, Revenues Rise Y/Y

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) shares traded lower on Friday despite the chipmaker reporting first quarter earnings that topped Wall Street estimates on the top and bottom lines and reiterating its full-year revenue guidance of $50 billion. For the first quarter, Broadcom saw its revenue increase 34% over the year-ago quarter to $11.96 billion, beating estimates of $11.72 billion.

Broadcom's 1Q earnings beat and $50B revenue forecast fail to impress investors

Broadcom's earnings may have disappointed investors but there was plenty of optimism on Wall Street.

Broadcom Stock Falls. Here's What the Market Is Missing.

Nvidia stock extends a spectacular run that has seen it quadruple in value over the past 12 months.

Nvidia Stock Extends Its Run Higher. Broadcom and Marvell Shares Fall After Earnings.

Applied Materials

The semiconductor industry is flourishing, making investors eager to discover the top semiconductor stocks to buy. Semiconductor stocks provide a unique potential to generate outsize returns, given the importance of advanced semiconductor chips.

The Top 3 Semiconductor Stocks to Buy in March 2024

Broadcom Inc. (NASDAQ:AVGO ) Q1 2024 Earnings Conference Call March 7, 2024 5:15 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President and CEO Kirsten Spears - CFO Conference Call Participants Harsh Kumar - Piper Sandler Harlan Sur - JPMorgan Vivek Arya - Bank of America Securities Stacy Rasgon - Bernstein Aaron Rakers - Wells Fargo Chris Danely - Citi Karl Ackerman - BNP Paribas Christopher Rolland - Susquehanna Toshiya Hari - Goldman Sachs Vijay Rakesh - Mizuho Matt Ramsay - TD Cowen Edward Snyder - Charter Equity Research Operator Hello, and welcome to Broadcom's Inc. First Quarter Fiscal Year 2024 Financial Results Conference Call. At this time, for opening remarks and introductions, I will turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. You may begin.

Broadcom Inc. (AVGO) Q1 2024 Earnings Call Transcript

Broadcom Inc. (AVGO) came out with quarterly earnings of $10.99 per share, beating the Zacks Consensus Estimate of $10.25 per share. This compares to earnings of $10.33 per share a year ago.

Broadcom Inc. (AVGO) Q1 Earnings and Revenues Top Estimates

Broadcom handily beat expectations for its fiscal first quarter. However, it kept its sales guidance for the full year unchanged.

Broadcom Tops Views On Strong Sales Of AI Chips, Data Center Gear

Broadcom Inc. shares have rocketed some 50% over the past three months upon enthusiasm for the company's ability to capitalize on artificial-intelligence spending, but the stock's momentum was set to cool a bit after Broadcom's latest results.

Broadcom's stock has ridden the AI wave, but it's cooling after earnings

Tech conglomerate Broadcom beat market estimates for first-quarter revenue on Thursday, as cloud providers continue to upgrade data centers to support artificial intelligence, helping drive demand for its advanced networking chips.

Broadcom's first-quarter revenue beats estimates

Broadcom Inc (NASDAQ: AVGO) is trading down in extended hours on Thursday even though it reported market-beating financial results for its first quarter. This is a developing story.

News for Broadcom Stock (AVGO)