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 Inc. (NASDAQ:AVGO ) Goldman Sachs Communacopia & Technology Conference September 7, 2023 5:25 PM ET CorporateParticipants Kirsten Spears - Chief Financial Officer ConferenceCall Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay, great. We'd like to get started.

Broadcom Inc. (AVGO) Goldman Sachs Communacopia & Technology Conference

Albemarle

Applied Materials

Corning

Monolithic Power Systems

NXP Semiconductors

ON Semiconductor

QUALCOMM

Texas Instruments

Viatris

If you think Apple has a big "China problem" — you'll be shocked to know it's tiny compared with some other S&P 500 companies.

10 U.S. Companies Face Much Larger Problems In China Than Apple

ASML Hld

Taiwan Semiconductor Manufacturing

A smartphone developed in China possessed a remarkably advanced processor, suggesting the tech bypassed U.S. sanctions. Some in Congress are calling for additional restrictions on semiconductors and the necessary manufacturing equipment, to keep the tech from falling into the hands of U.S. rivals.

Why Qualcomm, Taiwan Semiconductor, ASML, and Other Semiconductor Stocks Slumped Today

VMware

Investors appeared to have misunderstood Broadcom's long-term strategy and were disappointed by the lack of an "AI boost" in Q3 results. Broadcom's investment thesis is focused on generating strong free cash flow for dividend growth, share buybacks, and strategic acquisitions. Despite moderate revenue growth, Broadcom delivered strong free cash flow and growth in FCF/share, aided by share buybacks.

Broadcom: The Beauty Within - And VMware Will Add To It

Hyperscale spending on generative artificial intelligence is driving significant growth in the technology industry. Companies like Broadcom Inc. ( AVGO , Financial) are experiencing a surge in revenue as they supply custom AI compute engines and networking technologies to hyperscale customers.

Broadcom: Silicon to Software

Adobe

Salesforce

Tech stocks have played a pivotal role in the latest rally, and I believe now is still a great time to enter. Particularly, three tech giants have emerged as trailblazers in an era of technology rapidly reshaping industries.

Strong Buy Alert: 3 Tech Stocks Practically Screaming ‘Buy Me Now'

The invention of generative artificial intelligence has triggered an arms race. All over the world, companies are investing in AI capabilities that will improve productivity and customer experiences.

3 AI Stocks to Invest In for Big-Time, Long-Term Gains

T-Mobile US

Fifth-generation (5G) wireless internet continues to roll out at an aggressive pace and holds a lot of promise. The latest high-speed internet is expected to help with major advances in areas such as machine learning, cloud computing, artificial intelligence and the Internet of Things (IoT).

The 3 Best 5G Stocks to Buy Now: September 2023

The AI market has taken a breather as investors question its growth prospects, but it is not overhyped. Shares of semiconductor companies like Broadcom and Nvidia have fallen, creating a buying opportunity in the space. Broadcom's Q3 results showed growth in revenue and net income, and the outlook for Q4 is strong.

Broadcom: Nothing Is Over

Broadcom beat sales and earnings estimates last night -- barely. Sales growth was a weak 5% in Q3 and could be an even weaker 4% in Q4.

Why Broadcom Stock Turned Tail Today

Broadcom's (AVGO) current quarter guidance missed estimates as demand for its chips for smartphones slowed, and the expected strong gains from the artificial intelligence (AI) boom appeared to fall short. Shares dropped about 5% in intraday trading.

Broadcom's Guidance Falls Short on Phone Chip Sales, Less-Than-Expected AI Boost

Broadcom's (AVGO) third-quarter fiscal 2023 results benefit from an increase in revenues from the Semiconductor solution segment.

Broadcom (AVGO) Q3 Earnings Beat Estimates, Revenues Up Y/Y

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Wall Street Analysts See Broadcom Inc. (AVGO) as a Buy: Should You Invest?

Advanced Micro Devices

Intel

NVIDIA

After U.S. markets closed Thursday, Broadcom Inc. (NASDAQ: AVGO) reported better-than-expected earnings per share of $10.54 (versus estimated $10.43) for its fiscal third quarter, but revenue failed to meet expectations even though sales rose by 4.5% year over year.

Chip News Deluge From AMD, Intel, Nvidia and More, Plus Pigeon Network Still Fastest

Investors spent the first half of the year driving up shares of companies thought to factor into the artificial-intelligence revolution, but now they're starting to show more exacting standards.

Broadcom underwhelms amid ‘sky-high' AI expectations

Broadcom Inc. shares slipped 4% in premarket trading Friday after the chip and software company delivered a revenue forecast for the current quarter that failed to offer upside versus the consensus view.

Broadcom stock slips after earnings as forecast fails to bring upside

Dell Technologies

Nutanix

Nutanix Inc.'s NTNX, +0.94% stock soared more than 18% after quarterly revenue and earnings surpassed analyst estimates, and fiscal first-quarter sales guidance blew past forecasts. The company also announced the repurchase of up to $350 million in stock.

Nutanix and Dell shares rally after results, while Broadcom's stock falls and more moving shares

The stock was falling in premarket trading on Friday, with investors seemingly disappointed by its earnings.

Broadcom Isn't Delivering Nvidia-Type Beats. Why You Should Back Its AI Growth Anyway.

Broadcom Inc. (NASDAQ:AVGO ) Q3 2023 Earnings Conference Call August 31, 2023 5:00 PM ET Company Participants Ji Yoo - Head of Investor Relations Hock Tan - President and Chief Executive Officer Kirsten Spears - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Securities Harlan Sur - JPMorgan Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Toshiya Hari - Goldman Sachs Karl Ackerman - BNP Paribas Harsh Kumar - Piper Sandler Aaron Rakers - Wells Fargo Matthew Ramsay - TD Cowen Christopher Rolland - Susquehanna Edward Snyder - Charter Equity Research Operator Welcome to the Broadcom Inc.'s Third Quarter 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. Ji Yoo Thank you, operator, and good afternoon, everyone.

Broadcom Inc. (AVGO) Q3 2023 Earnings Call Transcript

Broadcom Inc. (AVGO) came out with quarterly earnings of $10.54 per share, beating the Zacks Consensus Estimate of $10.42 per share. This compares to earnings of $9.73 per share a year ago.

Broadcom Inc. (AVGO) Tops Q3 Earnings and Revenue Estimates

Lululemon Athletica

Except for the Nasdaq, major market indices could not sustain a fifth-straight trading day higher.

Only Nasdaq Keeps String Alive; LULU, AVGO Beat on Earnings

Axcelis Technologies

Arista Networks

Digital Realty Trust

Equinix

Super Micro Computer

Nvidia (NASDAQ: NVDA ) proved the artificial intelligence ( AI ) boom is here to stay. Revenue jumped by 101% year-over-year, as net income soared by 843% year-over-year.

7 Up-and-Coming AI Stocks to Put on Your Must-Buy List

Broadcom Inc after Thursday's close reported third quarter 2023 revenue that rose 5% year-over-year to $8.88 billion, while generating adjusted earnings per share (EPS) of $10.54.  Analysts expected adjusted EPS $10.42 on revenue of $8.86 billion, according to the Zacks Consensus Estimate.

Broadcom 3Q financial results edge past estimates; guidance disappoints

The chip maker sees promise in the artificial intelligence trend.

Broadcom Earnings Edge Estimates. The Stock Slips.

Broadcom beat Wall Street's targets for its fiscal third quarter but gave an in-line outlook for the current period.

News for Broadcom Stock (AVGO)