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

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 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.

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 AI chips could be a huge growth driver. Solid dividend and earnings growth can help it beat the market.

At Over $800 a Share, Is This Semiconductor Stock a Stock-Split Candidate?

NVIDIA

Super Micro Computer

Artificial intelligence may have saved tech stocks in 2023. The prospects of AI leading to higher revenue and earnings gains contributed to the Nasdaq 100 gaining 35% year to date (YTD).

Q4 Stock Predictions: 3 AI Stocks Ready to Rock Into 2024

AbbVie

Amphenol

Bank of New York Mellon

CBRE Group

Cigna

Elevance Health Inc

KLA-Tencor

Eli Lilly

Lam Research

Microchip Technology

Mettler-Toledo

PPG Industries

Why settle for stocks limping to the finish line? Some investors found S&P 500 stocks that finish the year on a high note.

There's Still Time To Own 13 Stocks That Finish The Year Strong

Crown Castle International

LM Ericsson Telefon

Corning

Qorvo

Skyworks Solutions

T-Mobile US

As the rollout of 5G, or fifth-generation wireless internet continues, there are many types of 5G stocks you can buy for exposure to this advancement in wireless telecommunications technology. For scores of companies across many areas of the telecom and technology sectors, 5G represents a strong growth opportunity.

Q4 Stock Predictions: 7 5G Stocks Ready to Roar Into 2024

Alphabet

Google rumors helped solve a mystery surrounding a big Broadcom customer. Google is likely to remain a Broadcom customer for some time.

Google Confirms It's a Big Broadcom AI Chip Customer -- But for How Long?

New Sian DSP enables lowest power 800G and 1.6T optical module solutions with industry leading performance, bringing unprecedented bandwidth and efficiency to hyperscale data centers supporting AI workloads at scale New Sian DSP enables lowest power 800G and 1.6T optical module solutions with industry leading performance, bringing unprecedented bandwidth and efficiency to hyperscale data centers supporting AI workloads at scale

Broadcom Delivers 200G/lane PAM-4 DSP PHY for Next Generation Switches and AI Networks

Semtech

CAMARILLO, Calif.--(BUSINESS WIRE)--Semtech and Broadcom pave the way for successful deployment of next generation 51.2T and 102.4T switch platforms.

Semtech and Broadcom Showcase 200G/lane Optical Transceiver at ECOC 2023

Agree Realty

Energy Transfer LP Unit

1-800-FLOWERS.COM

Planet Labs

iStar Inc

One of the best ways to spot potential opportunities is by looking for which insider stocks to buy. In fact, for insider stocks to buy, who knows the company better than a CEO, CFO, COO, officer, employee, or director?

7 “Insider” Stocks Set to Explode Higher

Applied Materials

Intel

Taiwan Semiconductor Manufacturing

The U.S.-China tech war centers on advanced chips from Nvidia and other companies — almost all made by Taiwan Semiconductor Manufacturing. Upcoming Taiwan elections could be a turning point.

U.S.-China Chip War Over Taiwan Nears Moment Of Truth For S&P 500, Nvidia, Apple And The World

Advanced Micro Devices

American Express

NIKE

Pfizer

Walmart

Blue-chip stocks are shares of well-established, stable firms that pay dividends in most cases. It's that combination of stability and dividend income that makes them so attractive.

Smart Picks: 7 Blue-Chips Trading Below True Value

Ottawa, Ontario--(Newsfile Corp. - September 27, 2023) - Wi-LAN Inc. ("WiLAN") announced today that WiLAN and its subsidiaries, including Polaris Innovations Limited, have entered into a license and settlement agreement with Broadcom Inc. ("Broadcom"). Broadcom has obtained a license to patents owned by WiLAN and its subsidiaries.

WiLan Enters into License Agreement with Broadcom

Apple

Adobe

Amazon

Microsoft

Palantir Technologies

You only need to look at the one-month decline in AI chip powerhouse Nvidia Corp. NASDAQ: NVDA to understand that something has changed. Is Nvidia's pullback a sign that the AI rally that fueled big tech sector gains is taking a breather as interest rates rise?

Big Tech Titans Feel the Chill as AI Stocks Slide

Banc of California

Myers

NextEra Energy

Raytheon Technologies

Marriott Vacations Worldwide

Exxon Mobil

In the unpredictable financial landscape of 2023, leaning into dividend stocks to buy may be one of the wisest decisions an investor can make. It's not about sidelining the thrilling potential of tech pioneers; instead, it's about understanding the evolving market dynamics.

7 Rock-Solid Dividend Stocks to Ride Out the Rest of 2023

Symantec combines global threat intelligence with Google Cloud's gen AI expertise to simplify threat analysis and protect against sophisticated cyber attacks Symantec combines global threat intelligence with Google Cloud's gen AI expertise to simplify threat analysis and protect against sophisticated cyber attacks

Broadcom Partners with Google Cloud to Strengthen Gen AI-Powered Cybersecurity

Netflix

A German court ruled that Netflix (NFLX) is infringing on a Broadcom (AVGO) patent and ordered the company to stop streaming video in the country using Broadcom's technology.

Netflix Loses Broadcom Patent Lawsuit In Germany

A German court has ruled that Netflix Inc (NASDAQ:NFLX) has infringed a patent held by Broadcom Corporation (NASDAQ:AVGO), related to high-quality video streaming. Netflix was told by the German court to cease and desist its use of Broadcom patented technologies.

Netflix loses to Broadcom in video patent case

C3.ai

Symbotic Inc

AI stocks are controversial for multiple reasons. One of the most obvious factors is that AI poses a threat in many ways.

September's 7 Most Controversial AI Stocks: Buy or Bail?

A court in Germany has ruled that Netflix Inc. has been infringing on a Broadcom Inc. patent related to video coding, Broadcom Inc. said on Monday.

Netflix ordered to ‘cease and desist' infringing on Broadcom patent in Germany

SAN JOSE, Calif., Sept. 25, 2023 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) announced today that the District Court of Munich, Germany, ruled that Netflix is infringing a Broadcom patent related to HEVC/H.265 video coding. The court issued an injunction requiring Netflix to cease and desist all further infringement in Germany.

Munich Court Rules Netflix Is Infringing Broadcom Video Patent; Imposes Injunction

QUALCOMM

Analog Devices

ASML Hld

Cadence Design Systems

Micron Technology

Synopsys

Texas Instruments

The world is experiencing a multi-trillion-dollar shift in the semiconductor industry. The semiconductor revolution (which I have discussed for years) has enabled much of the technological progress we have witnessed over the past 50 years.

Semiconductor companies are in denial about this sea-change with their biggest customers

Wall Street doubts Google will pull its business, but the stock's big run has made the chip maker more sensitive to market fears.

Broadcom's AI Business Won't Be Easy to Chip Away

News for Broadcom Stock (AVGO)