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

Bank of America

STAG Industrial

Everyone would like to win the lottery, and the smart winners would immediately turn around to find the best stocks to buy with lottery winnings. Unfortunately, those winners are few and far between.

Money's No Object? 3 Stocks That You Must Buy If You Win the Lottery

Broadcom's semiconductor segment revenue in 2022 exceeded expectations, driven by strong growth in Networking and Storage, attributed to product development and the adoption of MegaRAID technology for storage. Broadcom's Networking segment is well-positioned to benefit from AI opportunities with its new switch chips offering enhanced performance for AI workloads in data centers and hyperscale cloud environments. Broadcom achieved the highest net margins in four years, driven by reduced operating expenses, particularly in research and development, attributed to lower stock-based compensation and other expenses related to acquisitions.

Broadcom: Profitability At Scale

Broadcom is the IBD Stock Of The Day as the chipmaker and infrastructure software provider moves closer to completing its acquisition of VMware.

How AI Chip Growth Is Pushing Broadcom, Stock Of The Day, Toward A Buy Point

Broadcom commands excellent operating margins and generates enormous cash flow. The CEO and crew have an exemplary record of acquiring companies and trimming excess expenses. AI and the evolution to 5G should drive future growth.

Broadcom: The Gift That Keeps On Giving (And Giving And Giving)

Apple

Blackrock Inc

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Mastercard

Microsoft

PayPal

Steel Dynamics

Tencent Holdings Limited

Visa

Wells Fargo

In today's article, I will introduce you to 10 dividend growth companies that I believe are attractive to invest in right now. The 10 selected picks have shown an Average Dividend Growth Rate [CAGR] of 22.27% over the past 5 years. The Average P/E [FWD] Ratio of the selected picks stands at 21.52, which is attractive in my opinion due to the companies' growth perspectives.

My Top 10 Dividend Growth Stocks To Invest In For July 2023

In my view, AVGO is at least fairly valued right now, which makes it an ideal GARP stock to buy for the long term. However, it is possible that we are in for turbulent times. There is a huge risk that the rally will fade and we'll enter a longer consolidation phase. My DCF model shows a fair valuation of the current stock price.

Broadcom: Short-Term Pain, Long-Term Gem

ASML Hld

QUALCOMM

Semiconductors are vital for the global economy, found in everyday products like computers, smartphones, cars and other products. The strong demand for semiconductors has helped many companies maintain steady revenue and profit growth.

The 3 Most Undervalued Semiconductor Stocks to Buy Now: July 2023

VMware

Broadcom and VMware's merger has been provisionally approved by the UK's competition watchdog. The Competition and Markets Authority (CMA) gave the green light to a £53bn merger between US chipmaker Broadcom and cloud-based firm VMware, the joint-largest takeover it has investigated.

CMA provisionally approves joint-largest deal its investigated

Computer chip and software maker Broadcom's $61 billion plan to buy cloud technology company VMware cleared another hurdle Wednesday after Britain's competition regulator gave the deal provisional clearance.

Broadcom's $61 billion VMware purchase wins UK competition watchdog's approval

With European Union clearance and now a provisional green light from U.K. regulators, the attention now shifts to the U.S. Federal Trade Commission.

VMware Stock Jumps as U.K. Provisionally Clears Broadcom Deal. Next Up the FTC.

Shares of VMware Inc. VMW, -0.46% shot up 4.2% toward a near two-year high in premarket trading Wednesday, after the U.K.'s Competition and Markets Authority provisionally cleared the acquisition of the cloud infrastructure company by Broadcom Inc. AVGO, -0.76%, with a final decision on expected no later than Aug. 9. Broadcom's stock tacked on 0.5% ahead of the open.

VMware's stock surges after the U.K.'s CMA provisionally clears buyout by Broadcom

The U.K.'s competition authority has said that it plans to greenlight Broadcom's $69 billion bid for virtualization software giant VMware. The news comes exactly a week after the European Commission (EC) approved the deal, which pretty much leaves the U.S.

UK provisionally approves Broadcom's $69B VMware acquisition

Bank of America analysts have named Broadcom the "most underappreciated AI beneficiary", suggesting the company is well-positioned to benefit from the growing AI industry. Broadcom's financial performance has been strong over the past decade, with revenue growing at a 29.4% CAGR and gross margin expanding from 50% to 75%. Despite a 60% rally year-to-date, the stock is still very attractively valued.

Broadcom: Buy And Never Sell

Intuitive Surgical

Zscaler

The Nasdaq index rebalancing will change the weights of key stocks within the fund. Big tech stocks will have a lower concentration within the index.

3 Nasdaq Stocks to Watch After Index Rebalancing

Analog Devices

American Financial Group

Ally Financial

American Tower

Amazon

Best Buy

Boston Omaha

Carrier Global

Cogent Communications Holdings

Comcast

CVS Health

Digital Realty Trust

Enterprise Products Partners

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

General Motors

Graphic Packaging Hld

Global Payments

Home Depot

Lockheed Martin

Altria

MPLX

Dividend income has grown by 35.77% in the first half of 2023, adding $1,606 to estimated annual dividends, due to dividend reinvestments, dividend increases, new purchases, and re-allocation of capital. Several changes have been made to the portfolio, including closing seven positions and reallocating capital to five new positions, aiming for a balanced approach to dividend growth for long-term sustainability. The goal is to reach $6,600 in estimated annual dividends by the end of the year.

My Dividend Growth Income Mid-Year Review

Applied Materials

Investing in cheap semiconductor stocks offers significant potential for growth driven by increasing demand for automotive, energy storage, robotics, artificial intelligence, and machine learning.  The global semiconductor market has seen tremendous growth in recent years, projected to become a trillion-dollar industry by 2030 (McKinsey, 2022).

3 Cheap Semiconductor Stocks to Buy Before They Bounce Back

HubSpot

Spotify

An improving economy has led investors to jump back into high-potential tech stocks. Cost cuts made at the start of 2023 could drive higher profitability by the end of this year.

Why Tech Stocks Jumped in the First Half of 2023

Fortinet

NVIDIA

Microsoft Corp. and Nvidia Corp., two of the standard-bearers of the artificial-intelligence wave, along with another chipmaker and one cybersecurity company, jostled for record closing highs Friday, as AI remains a driving force in this year's tech rally.

Microsoft, Nvidia, Broadcom, Fortinet all vie for record closing highs as AI drives tech gains

Truist analyst William Stein raised price targets on Nvidia and Broadcom stock, and reiterated Buy ratings on them. They have "meaningful upsides," he wrote.

Nvidia and Broadcom Have the Most AI Upside in Chip Stocks, Says Analyst

Truist Securities raised its Broadcom Inc. AVGO, +0.05% price target to $942 from $890 Friday, citing demand for the chip maker's products from Google GOOG, +4.36% GOOGL, +4.72%. “A key industry contact noted, ‘the only semis requesting meaningful upsides right now are NVDA and AVGO',” wrote Truist Securities analyst William Stein, in a note.

Truist raises Broadcom price target to $942 from $890

So far in the AI gold rush, Nvidia Corp. NASDAQ: NVDA has emerged as the leading chipmaker. However, analysts and investors are beginning to notice the potential for Broadcom Inc. NASDAQ: AVGO to grab a significant share of the business for generative AI applications.

Broadcom Emerges As Strong Contender For Generative AI Chips

Arbor Realty Trust

Alexandria Real Estate Equities

Boston Properties

CubeSmart

Chevron

FedEx

Oracle

Pfizer

Prologis

With the latest inflation data it seems that we're at an interesting inflection point in markets, confirming my original views. Of all sectors, one in particular offers fantastic risk-reward at current levels. Here are 5 of our top picks in the sector.

5 Buy Alerts: The Billionaires Are Wrong, This Is The Next Big Market Move

News for Broadcom Stock (AVGO)