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

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2024

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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.

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Broadcom Inc. (NASDAQ:AVGO ) Q4 2023 Results Conference Call December 7, 2023 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 Ross Seymore - Deutsche Bank Harlan Sur - JPMorgan Stacy Rasgon - Bernstein Timothy Arcuri - UBS Christopher Rolland - Susquehanna Toshiya Hari - Goldman Sachs Karl Ackerman - BNP Paribas Matt Ramsay - TD Cowen William Stein - Truist Harsh Kumar - Piper Sandler Operator Welcome to Broadcom Inc.'s Fourth Quarter and Fiscal Year 2023 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. The floor is yours.

Broadcom Inc. (AVGO) Q4 2023 Earnings Call Transcript

Lululemon Athletica

Tomorrow morning is the big Employment Situation report, expected to bring in 190K new jobs for November.

Lululemon, Broadcom Beat After-Hours; Jobs Report Tomorrow

Broadcom Inc. (AVGO) came out with quarterly earnings of $11.06 per share, beating the Zacks Consensus Estimate of $10.95 per share. This compares to earnings of $10.45 per share a year ago.

Broadcom Inc. (AVGO) Q4 Earnings and Revenues Surpass Estimates

Broadcom Inc (NASDAQ: AVGO) is in focus in extended trading after reporting market-beating results for its fiscal fourth quarter on strong AI chip demand. Is Broadcom stock worth buying?

Pro sees ‘mid-teens upside' in Broadcom stock after Q4 earnings

Broadcom Inc after Thursday's close announced that its fourth quarter 2023 revenue rose 4% year over year to $9.3 billion, driven by investments in accelerators and network connectivity for artificial intelligence (AI).   Its top-line results edged past the $9.28 billion expected by Wall Street.

Broadcom 4Q earnings top estimates on AI spending; dividend boosted

VMware

Broadcom reported fiscal Q4 earnings and revenue that edged by estimates.

Broadcom Earnings Edge By Estimates; VMware Deal Raises Outlook

Broadcom Inc. topped profit expectations for its latest quarter, but shares of the chip company were falling in Thursday's aftermarket action.

Broadcom logs earnings beat, but chip stock edges lower

Revenue of $9,295 million for the fourth quarter, up 4 percent from the prior year period Cash from operations of $4,828 million for the fourth quarter, less capital expenditures of $105 million, resulted in $4,723 million of free cash flow, or 51 percent of revenue Quarterly common stock dividend increased by 14 percent from the prior quarter to $5.25 Adjusted EBITDA of $6,048 million for the fourth quarter, or 65 percent of revenue Non-GAAP diluted EPS of $11.06 for the fourth quarter; GAAP diluted EPS of $8.25 for the fourth quarter Fiscal 2024 annual revenue guidance of approximately $50.0 billion including contribution from VMware, an increase of 40 percent from the prior year period Fiscal 2024 annual Adjusted EBITDA guidance of approximately 60 percent of projected revenue (1) PALO ALTO, Calif. , Dec. 7, 2023 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its fourth quarter and fiscal year ended October 29, 2023, provided guidance for its fiscal year 2024 and announced its quarterly dividend.

Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results and Quarterly Dividend

Prudential Financial

STAG Industrial

Dividend investors love payday, and it comes quite often if you have enough stocks in your portfolio. Some dividend investors set up their portfolios to receive at least one payout every month.

3 Stocks With Growing Payouts to Fulfill Your Dividend Dreams

Intel

ServiceNow

NVIDIA

Synopsys

We have narrowed our search to five technology behemoth that have strong potential for 2024. These are: NVDA,INTC, AVGO, SNPS, NOW.

Tech Set to Roar in 2024 After an Astounding 2023: 5 Top Picks

Amgen

Mastercard

Stryker

Zoetis

The company offers integrated products and value-added services for Account holders Merchants Financial institutions Businesses Governments Mastercard also provides value-added products and services comprising cyber and intelligence solutions for parties to transact and proprietary insights, drawing on the moral use of consumer and merchant data services.

5 Sizzling Wall Street ‘Strong Buy” Stocks Are Also Raising Their Dividends This Week

Broadcom Corporation (NASDAQ:AVGO) merger with VMWare and its outlook for generative artificial intelligence (AI) are likely to take centre stage when the chipmaker reports fourth-quarter results after the closing bell on Thursday, rather than the numbers themselves. The chipmaker has already guided for 4Q revenue of about $9.27 billion, slightly less than the $9.28 billion consensus estimate, due to sluggish demand for its semiconductors.

Broadcom's merger with VMware likely to overshadow 4Q earnings

Automatic Data Processing

ASML Hld

Cohen & Steers

EOG Resources

Fastenal

Home Depot

Infosys

Lowe's

Lam Research

Landstar System

Masco

Microchip Technology

Monolithic Power Systems

Old Dominion Freight Line

Paychex

Robert Half Int.

Rollins

Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

Texas Instruments

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 returned 11.02% in November, outperforming the S&P 500 by 1.89%. Year-to-date, the portfolio is up 17.46%. Since its inception, the portfolio has generated 4.00% of alpha over the S&P 500, on an annualized basis.

4 Factor Dividend Growth Portfolio - Off To A Great Start Again

Broadcom is firmly positioned to absorb the massive secular artificial intelligence tailwind. The recent VMware acquisition completion is a solid strategic move, which aligns with the company's path to becoming one of the major stars in infrastructure technology. My valuation analysis suggests AVGO stock is substantially undervalued.

Broadcom Stock: Time To Load Up

Alphabet

Lockheed Martin

Roper Technologies

UnitedHealth Group

This holiday season, instead of the types of gifts you would normally give to your grandchildren, you may instead want to think of stocks to buy for your grandchildren. Doing so could end up being the gift that keeps on giving, in more ways than one.

7 Stocks That Your Grandchildren Will Be Glad You Bought for Them

Dine Brands Global

Independence Realty Trust

Lamb Weston Hlds

Runway Growth Finance Corp

To be quite blunt about the present economic backdrop, you don't need many excuses to seriously consider strong-buy dividend stocks. By that, I'm referring to public companies that provide passive income while also benefiting from the top rating possible among covering analysts.

Investor Favorites: 7 Dividend Stocks with Strong Buy Ratings

CrowdStrike

QUALCOMM

Qualcomm continues to lead the way in smartphone chipsets and other products. Device security is CrowdStrike's specialty.

AI Is Taking Over Our Devices: 3 Stocks to Buy to Capitalize on the Extreme Growth of the Industry

Schaeffer's Senior Quantitative Analyst Rocky White's list of the 25 best stocks to own in December is out.

The Best Chip Stock to Own in December

Broadcom on Thursday announced a new network switch with a novel on-chip, neural-network inference engine.

Broadcom Introduces Data Switch With On-Chip Neural Network

The New Trident 5-X12 Doubles Bandwidth, Reduces Power By 25%, and Adds Neural Network To Enable Next-Generation Telemetry, Security and Traffic Engineering The New Trident 5-X12 Doubles Bandwidth, Reduces Power By 25%, and Adds Neural Network To Enable Next-Generation Telemetry, Security and Traffic Engineering

Broadcom Introduces Industry's First Switch With On-Chip Neural Network

Corteva Inc

Emerson Electric

Five Below

Keurig Dr Pepper Inc

Occidental Petroleum

Simon Property Group

While no one methodology offers guarantees in the equities market, targeting stocks with insider buying could be a compelling and profitable approach. Basically, the thesis surrounds the nature of such transactions.

Follow the Leaders: 7 Stocks With Strong Insider Confidence

Apple

Salesforce

Microsoft

It was called an “iPhone moment” for artificial intelligence, likened to the development of the World Wide Web for the internet, dubbed a Cambrian explosion, equated to the invention of the lightbulb or the printing press.

One year after its public launch, ChatGPT has succeeded in igniting a new era in tech

Super Micro Computer

The boom in AI stocks is still strong and is rewarding investors who got into it in early 2023. Nvidia (NASDAQ: NVDA ) released blockbuster earnings yet again and signaled that the space is still promising for investors.

If You Can Only Buy One AI Stock in December, It Better Be One of These 3 Names

News for Broadcom Stock (AVGO)