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 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

Earnings data Q1 2025

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.

Broadcom excels in FY 2024, driven by AI and acquisitions

Broadcom delivered exceptional financial performance in FY 2024, driven by strategic acquisitions and a focus on high-growth areas like AI. The company's strong cash flow and dividend increase reflect financial stability and shareholder value.

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. (AVGO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Strength Seen in Broadcom Inc. (AVGO): Can Its 7.3% Jump Turn into More Strength?

Broadcom Corporation (NASDAQ:AVGO) is slated to report fiscal second-quarter results after the market closes on June 1, and if recent semiconductor company reports are any indication, an expectations beat may be just around the quarter.  The company is expected to report earnings of $10.08 per share, up nearly 12% year-over-year, and revenue of 8.7 billion, up nearly 10%.

Can Broadcom continue the run on semiconductors when it reports 2Q results next week?

Apple

The deal is part of a $430 billion initiative by Apple to invest in the U.S. Apple accounted for 20% of Broadcom's revenue before this deal. Apple made this deal despite reported efforts to take Wi-Fi and Bluetooth development in-house.

Amid the Deal with Apple, Is It Too Late to Buy Broadcom Stock?

Advanced Micro Devices

Marvell Technology

Semiconductor stocks are on a bull run, as demand explodes with the rapid growth of artificial intelligence applications and platforms. Investors are pouring money into semiconductor stocks at a fevered pace with the expectation that they will take us on a quantum leap forward with AI technology that includes chatbots, digital assistants and robots.

3 Semiconductor Stocks to Buy Before They Soar to New Heights in 2023

Apple and Broadcom just signed a new multibillion-dollar agreement. A planned purchase of VMware is still stuck in the mud.

1 Green Flag for Broadcom in 2023, and 1 Red Flag

Broadcom has earned a repeat ‘Buy' rating and an unchanged price target from UBS analysts after the technology company announced it has entered into two multi-year agreements with Apple to supply radio frequency (RF) and wireless components and modules. The analysts noted that this deal appears to be largely a re-up of the supply agreements signed between the two parties in 2019 and 2020, which covered the supply of Broadcom's products through to 2023.

Apple deal to generate north of $15B in revenue for Broadcom, broker forecasts

Amazon

Fidelity MSCI Information Technology Index ETF

iShares U.S. Technology ETF

Microsoft

Netflix

Vanguard Information Technology ETF

Technology Select Sector SPDR Fund

Apple Inc. (AAPL) has been soaring this year, taking the tech giant back to the brink of a historic threshold of $3 trillion market valuation reached in January 2022.

Apple Close to Reclaiming $3T Market Cap: Top ETFs to Bet

Broadcom Inc (NASDAQ: AVGO) is in focus this morning after Apple Inc (NASDAQ: AAPL) announced a multi-year, multi-billion-dollar agreement with the chipmaker. Details of the Apple-Broadcom deal Last night, the iPhone maker announced a deal with Broadcom to make 5G radio frequency components, including FBAR filters, in the United States.

Apple just announced a multi-billion-dollar deal with Broadcom

Broadcom stock is an under-the-radar artificial intelligence stock with tremendous upside, a healthy balance sheet, and 2.68% dividend yield. Is AVGO stock a buy now?

Under-the-Radar AI Beast and Huge Apple News -- Broadcom Stock Analysis

NXP Semiconductors

Texas Instruments

Semiconductors are back in style in 2023 after a harsh 2022, with many delivering positive returns year-to-date. And for those with an appetite for income, these three could be worth your attention.

3 Chip Stocks Suited Nicely for Income Investors

The two companies announced a multiyear, multibillion-dollar agreement. Broadcom will develop a number of 5G-related components.

Apple Just Announced a Multibillion-Dollar Deal With Broadcom -- Here's What Investors Should Know

Broadcom and Apple announced a multi-billion dollar 5G component deal. This is a solid endorsement from a quality customer.

Broadcom Gets A Multi-Billion Dollar Deal From Apple

Amid a soft opener for the broader tech segment on Tuesday, Broadcom (NASDAQ: AVGO ) and Apple (NASDAQ: AAPL ) just announced a partnership expansion that should benefit both companies long-term. Under the agreement, Broadcom will develop 5G radio frequency (RF) components and wireless connectivity components, according to a statement from Apple.

AVGO Stock Alert: Apple Strikes a HUGE 5G Deal With Broadcom

According to NextEarningsDate.com, the Broadcom next earnings date is projected to be 6/1 after the close, with earnings estimates of $10.08/share on $8.70 Billion

Broadcom Reports After The Close On 6/1 -- Options Contracts Expire The Next Day

The deal will help Apple pivot to U.S. suppliers and give some runway to Broadcom to diversify its revenue stream for life after Apple begins making its own chips in-house.

What Apple's New Chip Deal Means for Broadcom

Apple's announcement of an expanded supplier relationship with Broadcom seems less about an important new deal and more like an excuse to show the world it is trying to Buy American.

With Broadcom Deal, Apple Finds an Opportunity to Wave the Flag

Under the multi-year deal, Broadcom will develop 5G radio frequency components with Apple that will be designed and built in several facilities.

Apple inks multi-billion-dollar deal with US-chipmaker Broadcom

Apple Inc (NASDAQ:AAPL) has inked a multibillion-dollar deal with Broadcom to develop 5G radio frequency components in the US, the company announced Tuesday.  Broadcom, a technology and advanced manufacturing company, will develop FBAR filters (a type of radio frequency filter used in cell phones), along with other wireless connectivity components, according to a statement.

Apple unveils multibillion-dollar partnership with Broadcom to develop 5G components in the US

Apple announced a multiyear, multibillion-dollar agreement with Broadcom for the chipmaker to supply 5G wireless components. The post Apple Inks Multibillion-Dollar Wireless-Chip Supply Deal With Broadcom appeared first on Investor's Business Daily.

Apple Inks Multibillion-Dollar Wireless-Chip Supply Deal With Broadcom

Apple has entered a multiyear deal with the chip and network equipment maker for components that will be made in the U.S.

Apple Strikes Multibillion-Dollar Supply Deal With Broadcom

AbbVie

AGNC Investment

AGNC Investment Corp - FXDFR PRF PERPETUAL USD 25 - Ser D 1/1000th int

AGNC Investment Corp. Deposit Shs Repr 1/1000th Cum Conv Red Pfd Registered Shs Series C

Allianz SE

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

Markets are racing higher as the earnings season turned out much better than expected. Sector rotation into tech stocks has led to a surge in big-tech with Nvidia clearly leading the pack.

My Dividend Stock Portfolio: New April Dividend Record - 99 Holdings With 21 Buys

Apple today announced a multi-billion dollar deal with Broadcom to build some wireless components in the United States. Under the terms of the agreement, Broadcom will design and build 5G components, including FBAR filters, in its America-based facilities.

Apple partners with Broadcom to build 5G components in the United States

Apple Inc. AAPL, -0.55% said Tuesday that it's reached a “multiyear, multibillion-dollar agreement” with Broadcom Inc. AVGO, -0.57% through which Broadcom will develop 5G radio frequency components. Broadcom shares were up more than 3% in premarket trading Tuesday.

Broadcom stock pops as company strikes deal with Apple

Apple on Tuesday announced a new multibillion-dollar deal with Broadcom to develop 5G radio frequency components in the U.S.

Apple announces multibillion-dollar deal with Broadcom for U.S.-made chips

Accenture Plc

ASML Hld

Salesforce

Cisco Systems

NVIDIA

Oracle

ProShares Short QQQ

Taiwan Semiconductor Manufacturing

Given current outlook, I expect bargains on some top 10 technology stocks going forward. I'm building a shopping list to buy the dip. The top 10 technology stocks by market cap were ranked by relative value using a matrix approach.

News for Broadcom Stock (AVGO)