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.

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Earnings data Q1 2023

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Earnings data Q1 2024

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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

ARM Holdings PLC

Taiwan Semiconductor Manufacturing

A major Asia-based analyst gave a bearish outlook for the iPhone 16 based on early preorders. However, this may be skewed by the rollout of Apple Intelligence, which won't happen until October.

Why Broadcom, Taiwan Semiconductor, and Arm Holdings Fell on Monday

Micron Technology

Marvell Technology

In the race for semiconductor supremacy, three giants stand tall: Broadcom Inc AVGO, Micron Technology Inc MU, and Marvell Technology Inc MRVL.

Semiconductor Smackdown: Broadcom Vs. Micron Vs. Marvell

Chubb

NVIDIA

Tracking congressional trading habits is becoming more critical every day. Not only do members of Congress tend to outperform the broad market, but there are an increasing number of products tailored to this strategy.

Congress Members Are Buying These 3 Hot Stocks

Much of Broadcom Inc.'s rally this year has been buoyed by market confidence in its competitive advantage in custom ASICs and networking solutions, which are critical in AI infrastructure. But the stock's post-earnings pullback reflects concerns pertaining to the uncertain recovery timeline for Broadcom's non-AI segments, which still account for the bulk of its business. The infrastructure software segment also faces impending risks of maturation, which limits margin expansion and cash flow improvement needed to address the elevated debt exposure acquired from VMware.

Here's Why We're Switching Sides On Broadcom (Rating Downgrade)

NVIDIA, Broadcom Apple and Taiwan are included in this Analyst Blog.

The Zacks Analyst Blog NVIDIA, Broadcom, Apple and Taiwan

Cirrus Logic

QUALCOMM

Arm Holdings should see a double benefit from the iPhone 16. Cirrus is the company with the biggest ties to the iPhone's success.

These 5 Stocks Could Be the Biggest iPhone 16 Winners, and None of Them Is Apple

Advanced Micro Devices

Dell Technologies

Alphabet

Microsoft

Palantir Technologies

Artificial-intelligence-focused chip makers are expected to grow briskly. But artificial intelligence requires servers, memory, and more -- so consider other stocks, too.

10 Artificial Intelligence Stocks That Could Make You a Millionaire

AVGO's robust growth through custom silicon along with the increasing networking demand supports the excellent top-line expansion, despite the recent market rotation. The high-margin subscriptions/ services segment and strong enterprise backlog further bolster its long-term prospects, with another dividend raise likely by the end of 2024. Despite the elevated debts from the VMware acquisition, AVGO's rich free cash flow and commitment to shareholder returns make it a compelling high-growth investment thesis.

Broadcom: Custom Compute Chips And Generative AI SaaS Demand Are Real

If you factor out the impact of its VMWare acquisition, Broadcom's recent revenue growth has been weak. Management expects growth to pick up throughout the next year.

1 Headline Number from This Artificial Intelligence (AI) Giant's Latest Report Could Mislead Investors

Unlike the dot-com bubble that ballooned in the late 1990s and early 2000s, the AI boom is here to stay and aid stocks such as NVIDIA, Broadcom and TSMC.

What AI Bubble? NVIDIA & 2 Other Chip Stocks With Strong Price Upside

Despite renewed enthusiasm for Nvidia's stock and select other hot AI plays, an analyst sees pessimism in many corners of the semiconductor sector.

Why Nvidia and Broadcom shares can't save the chip sector by themselves

On Sept. 5, Broadcom Inc. AVGO reported stronger-than-expected earnings and sales results for its third quarter.

How To Earn $500 A Month From Broadcom Stock

Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Broadcom Inc AVGO with a price target of $190.

Broadcom Eyes $12B in AI Chip Revenue for 2024, Hyperscaler Spending Surge: Goldman Sachs

Super Micro Computer

Just over a dozen high-profile companies have announced or completed a stock split this year. More than a half-dozen billionaire investors have been sellers of Nvidia's stock for three straight quarters.

Step Aside, Nvidia: Billionaires Are Selling It in Favor of 2 Other High-Growth Stock-Split Stocks

Broadcom's strong financials, AI growth, and diversified portfolio support a "Buy" rating, despite recent stock consolidation and market volatility. AVGO's Q3 revenue reached $13.07 billion, driven by AI-related products, with AI revenue projected to hit $12 billion for the fiscal year. I believe Broadcom's leadership in networking and AI positions it well for sustained growth and market share gains.

Broadcom Stock Is Still A Compelling Buy

Amazon

CNBC's Jim Cramer on Thursday listed the CEOs he trusts even when the market doesn't, primarily naming executives from top tech companies. "Not every executive deserves the same level of skepticism if not scorn.

Jim Cramer lists 3 tech CEOs he's giving 'the benefit of the doubt'

Oracle

After a tough period for some AI stocks, investors have staged a relief rally. At the same time, AI is boosting financial results for some companies in the space.

Why Nvidia, Broadcom, and Other Artificial Intelligence (AI) Stocks Rallied This Week

Semiconductor stocks have rebounded this week, led by Nvidia and Broadcom, which one analyst called top picks.

AI Chip Growth Story Intact For Nvidia, Broadcom: Analyst

Examine the evolution of Broadcom Inc.'s (AVGO) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Don't Overlook Broadcom Inc. (AVGO) International Revenue Trends While Assessing the Stock

Investors pressed the panic button following Broadcom's latest results, but they shouldn't miss the bigger picture. The chipmaker's AI-related sales are growing at a nice pace, and its non-AI business has started stabilizing as well.

Where Will Broadcom Stock Be in 3 Years?

Brady Corporation

Virco Mfg.

Verizon

Virco Mfg. Corporation (VIRC), Brady Corporation (BRC), Broadcom Inc. (AVGO) and Verizon Communications Inc. (VZ) recently announced dividend hikes.

4 Stocks Announce Dividend Hikes Amid Market Volatility

Nvidia has been perhaps the biggest winner so far in AI-powered chips. Broadcom is quietly emerging as a leading force at the intersection of AI chips and software.

This Popular Stock Has Been Quietly Ramping Up Its Artificial Intelligence Capabilities. Is Now the Time to Buy?

Dick's Sporting Goods

UnitedHealth Group

Dividend stocks that aggressively grow their payouts can be more valuable than income stocks with long growth streaks. Companies with resilient operations and strong growth prospects can make for excellent long-term investments.

3 Dividend Growth Stocks That Raised Their Payouts by 400%-Plus in 10 Years

Broadcom "disappointed" with guidance on its recent earnings release. But AI chips and VMware are growing fast, and will now make up over half of revenue.

Is Broadcom a Buy on the Dip? 1 Wall Street Analyst Thinks It Can Nearly Double From Here.

Broadcom's recent earnings beat expectations, but guidance fell short, leading to a "sell-the-news" reaction. However, this presents a buying opportunity. Broadcom's stock is relatively inexpensive with a forward P/E ratio around 20x - 22x, and it has strong potential for future EPS growth and multiple expansion. Despite a 30% correction, Wall Street remains bullish with price targets ranging from $155 to $240, indicating significant upside potential.

News for Broadcom Stock (AVGO)