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

Cohen & Steers

Coterra Energy

EOG Resources

Fastenal

Innovative Industrial Properties

Infosys

National Retail Properties

Ovintiv

Radian Group

Terreno Realty

Texas Instruments

Dividends are an important source of income for investors of all types but especially those that rely on their investments in retirement. My ideal dividend payer accomplishes four goals: maximize total return, deliver a meaningful yield, experience strong growth, and provide a margin of safety.

My Top 10 Dividend Payers For March

Airbnb

Strong underlying competitive advantages enable these businesses to grow profitably.

2 Cash-Flow Machines to Buy Now

Analog Devices

Applied Materials

Advanced Micro Devices

ASML Hld

Cadence Design Systems

Intel

KLA-Tencor

Lam Research

Micron Technology

NVIDIA

QUALCOMM

Synopsys

Taiwan Semiconductor Manufacturing

Semiconductor stocks stand to hand back all their COVID-19 pandemic gains, according to one analyst, as the industry continues to work its way by degrees through an inventory glut that materialized after two years of shortages.

The semiconductor glut is only at the halfway point and chip stocks could drop another 30%, analyst warns

VMware

Is this a repeat of the Nvidia and Arm acquisition?

Is Broadcom's Acquisition of VMware at Risk?

Broadcom has been a Dividend Growth Darling due to its outstanding 39% CAGR over the last decade. Although forward growth will be significantly lower, the company still has room to grow its dividend.

Broadcom: This Dividend Growth Darling Is Likely To Keep Up The Pace

EU antitrust regulators are set to warn U.S. chipmaker Broadcom about the possible anti-competitive effects of its proposed $61 billion bid for cloud computing company VMware , people familiar with the matter said.

Exclusive: EU antitrust regulators set to warn Broadcom on $61 bln VMware deal - sources

Chevron

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Mondelez

Philip Morris

Raytheon Technologies

Visa

Many long-term investors appreciate dividend stocks, for many reasons. Companies that pay back a portion of their profits to their shareholders via dividends are generally more reliable.

7 Dynamite Dividend Stocks for Income and Growth in 2023

Broadcom is one of very few effective acquirers in the market. Hock Tan has successfully driven significant earnings and margin growth off previous acquisitions, and will likely do the same if the VMware acquisition closes.

Broadcom: Cash Cow Unloved By The Market

All that Broadcom did during the FY2022 bear market was growing revenue 21%, growing earnings by 76.9%, growing the dividend by 12%, and generate $16.3 billion in free cash flow (49% of revenue). That being the case, it's easy for investors to see why Broadcom is my favorite technology stock and one of the best dividend growth stocks in the entire S&P 500.

What To Expect From Broadcom's Upcoming Earnings

Broadcom Inc. (AVGO) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Broadcom Inc. (AVGO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Apple

AbbVie

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Adobe

Agree Realty

Automatic Data Processing

Amgen

Amazon

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AvalonBay Communities

Booz Allen Hamilton Hld

Brookfield Asset Management

Blackrock Inc

Bristol-Myers

Brookfield Corp

Broadridge Financial

British American Tobacco

Blackstone Group

Carrier Global

Crown Castle International

Comcast

My dividend income rose by 9.56% on a y/y basis during January. My portfolio's value rose by approximately 6.9%.

Nicholas Ward's Dividend Growth Portfolio: January 2023 Review

AutoZone

Costco

Salesforce

Lowe's

Occidental Petroleum

Snowflake

Sempra Energy

Target

Workday

About 82% of the companies in the S&P 500 announced their Q4 2022 numbers as of last week.

The 10 Biggest Companies Reporting Earnings in the First Week of March 2023

Broadcom Inc. (AVGO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Can Broadcom Inc. (AVGO) Keep the Earnings Surprise Streak Alive?

Cloud computing company VMware Inc and chipmaker Broadcom Inc plan to extend the date of their $61 billion potential merger by twelve months, according to a regulatory filing on Friday.

VMware, Broadcom to extend merger date by 12 months

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JP Morgan reports that chip stocks typically rise 40% one year after entering a new uptrend. The post These Chip Stocks Could Gain 40% This Year And Outperform The S&P 500 appeared first on Investor's Business Daily.

These Chip Stocks Could Gain 40% This Year And Outperform The S&P 500

News for Broadcom Stock (AVGO)