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

Chipotle

Costco

Large swings in the broader market have encouraged investors to flock to companies enacting forward-stock splits. Nine top-notch businesses have enacted forward splits since July 2021.

These 3 Companies Can Be the Next Stock-Split Stocks in 2024

Broadcom has outperformed the S&P in price & total returns YTD. Due to their aggressive share repurchases, growing cash flows, and high  dividend growth, the stock is a must-have for long-term dividend investors. Using the Dividend Discount Model, I have a price target of $1,400 offering investors more than 25% upside from the current price.

Broadcom: 3 Reasons Why This Future Aristocrat Is A Must-Have For Dividend Investors

Microsoft

Super Micro Computer

Artificial intelligence has attracted plenty of attention as new tools challenge our abilities. AI tools allow businesses to make better product recommendations and enhance productivity.

Best AI Stocks 2024: 3 to Add to Your Must-Buy List

Advanced Micro Devices

Taiwan Semiconductor Manufacturing

The relentless march of technology's behemoths toward trillion-dollar valuations by 2030 paints a portrait of innovative prowess, strategic agility, and financial resilience. Within the dynamic realm of the semiconductor and software industries, three prominent companies stand poised for astronomical growth.

3 Stocks Poised to Reach Trillion-Dollar Valuation by 2030

PALO ALTO, Calif., Dec. 22, 2023 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) announced today that the District Court in Munich, Germany fined Netflix €7.05 million for its infringement of a Broadcom patent. This fine was for Netflix's continued infringement of the patent in deliberate violation of the court's September 14, 2023 judgment that Netflix infringes the patent and must cease and desist all further infringement in Germany. The European patent at issue, EP 2 575 366, covers key features often used in HEVC/H.265 video coding, which Netflix uses to encode and stream Ultra HD content to subscribers.

German Court Fines Netflix €7.05 Million for Continued Infringement of Broadcom HEVC Patent

Apple

Amazon

Alphabet

NVIDIA

Invesco QQQ

SPDR S&P 500 ETF Trust

Tesla

The QQQ has handily outperformed the S&P 500 over the past decade. Just because the market was up in 2023 doesn't mean it can't have a strong year in 2024.

New to Investing? Here's Your First Investment in 2024.

ATN International

Motorola Solutions

Universal Display

QUALCOMM

Motorola (MSI), Qualcomm (QCOM), Universal Display (OLED), Broadcom (AVGO) and ATN International (ATNI) are some technology stocks to watch for healthy dividend hike in 2024.

5 Technology Stocks That Hiked Dividends to Watch in 2024

Equinix

Artificial intelligence (AI) is starting to become a notable growth driver for Broadcom. AI could add to Equinix's already strong growth forecast.

2 AI-Powered Dividend Stocks to Buy for Income and Upside

Many sectors will grow in 2023, but few industries can keep up with artificial intelligence (AI). Many top AI stocks to buy have doubled over the past year, and some of them have even tripled.

3 AI-Backed Stocks That Could Deliver Massive Gains by 2028

Airbnb

Booking Hlds

Sirius XM Holdings Inc

Spotify

Every time an investing legend invests, you can count on their expertise, experience, and undeniable track record to assume that there is some gold in the name they selected to allocate some of their assets. Whether for piggybacking or learning a valuable lesson, it pays to follow these moves closely.

Super investors suddenly buying these stocks

AbbVie

Mastercard

McDonald's

Altria

UnitedHealth Group

Walmart

It's always a good time for investors to consider investing in blue-chip dividend stocks. In a sense, this class of equities is amongst the most established and stable investments possible.

7 Blue-Chip Dividend Stocks to Buy Before Dec. 31

Impressive Growth Potential: Broadcom Inc. emerges from the analysis as a company poised for significant growth, marked by robust financial performance and strategic market positioning. Analysts' Estimations: The first valuation model, incorporating analysts' estimates, reveals a compelling fair value for Broadcom of $1,522.60, indicating a substantial 34.8% upside from the current stock price of $1,129.74. Long-Term Annual Returns: Projections for 2028 showcase an optimistic outlook, with a forecasted Broadcom stock price of $2,289.69, translating into noteworthy annual returns of 17.1%.

Broadcom Has The Potential To Be A Strong Compounder

Apple stock and Tesla are two Magnificent Seven stocks funds are buying. Funds are also buying Broadcom and JPMorgan Chase.

Funds Still Piling Into 2 Magnificent Seven Stocks, 2 Other Megacaps

General Electric

United Rentals

Coming into 2023, most economic pundits were calling for a recession. However, a resilient economy proved the doubters wrong, leading to an impressive market performance, with the S&P 500 up over 20% year-to-date.

3 Top Stocks of 2023 That Will Shine Again in 2024

C3.ai

Intel

Growth stocks outperformed in 2023 led by companies associated with artificial intelligence (AI). Heading into 2024, it's highly probably that growth stocks will continue leading the way.

Long-term Growth: 3 High-Potential Stocks to Buy and Hold

Stock splits don't change the fundamentals of a stock, but there's some evidence that they're correlated with strong returns. Broadcom has doubled this year and is seeing strong demand for generative AI products.

2 Potential AI Stock-Split Stocks to Keep an Eye On in the New Year

ServiceNow

Although stock splits do not change a stock's intrinsic value, they make them accessible to a broader investor base. Broadcom's AI-optimized networking solutions are in high demand from hyperscalers.

Stock-Split Watch: 2 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in 2024

BAE Systems PLC

Marvell Technology

ON Semiconductor

iShares PHLX Semiconductor ETF

Semiconductor stocks, already in rally mode, got a boost after the White House began releasing funding for chipmaking under the  CHIPS and Science Act of 2022.

Semiconductor stocks soar on federal funding, hope for rate cuts

Lam Research

Semiconductors form the backbone of many devices and appliances. Semiconductor chips power up computers, smartphones, cars, refrigerators and other products that people use every day.

3 Semiconductor Stocks to Turn $200,000 Into $1 Million: December 2023

Assurant

Ares Management

Cigna

Deere & Company

Comfort Systems USA

Intuit

JPMorgan Chase & Co

Lennox International

Martin Marietta Materials

NRG Energy

Old Dominion Freight Line

Parker-Hannifin

PulteGroup

Vanguard Dividend Appreciation ETF

Wingstop

Zoetis

We focus on selecting high-growth dividend stocks that have rapidly grown their dividends in the recent past rather than a high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. We provide criteria for selecting high-growth dividend stocks and offer a step-by-step guide on structuring a portfolio based on this strategy.

Our Top 10 Dividend Growth Stocks - December 2023

It was tapped as a top-five pick by a major U.S. bank. Investors are still bullish on the shares despite their steep rise this year.

Why Broadcom Stock Was a Standout on Friday

Nvidia Corp. has catapulted up the list of the most valuable U.S. companies this year, rising eight spots from the end of last year to sit in the fifth position with a market capitalization of $1.2 trillion.

Broadcom now ranks among 10 largest U.S. companies after big 2023 stock gains

News for Broadcom Stock (AVGO)