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

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Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

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Amortization of acquisition-related intangible assets

Restructuring, impairment and disposal charges

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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.

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Cash from other sources

Net change in cash

Free cash flow

Broadcom Inc. (NASDAQ:AVGO ) Q2 2024 Earnings Conference Call June 12, 2024 5:00 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President and CEO Kirsten Spears - CFO Charlie Kawwas - President, Semiconductor Solutions Group Conference Call Participants Vivek Arya - Bank of America Securities Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Harlan Sur - JPMorgan Ben Reitzes - Melius Research Toshiya Hari - Goldman Sachs Blayne Curtis - Jefferies Timothy Arcuri - UBS Thomas O'Malley - Barclays Karl Ackerman - BNP Paribas CJ Muse - Cantor Fitzgerald William Stein - Truist Securities Operator Welcome to Broadcom Inc. Second Quarter Fiscal Year 2024 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) Q2 2024 Earnings Call Transcript

Broadcom Inc. (AVGO) came out with quarterly earnings of $10.96 per share, beating the Zacks Consensus Estimate of $10.79 per share. This compares to earnings of $10.32 per share a year ago.

Broadcom Inc. (AVGO) Q2 Earnings and Revenues Beat Estimates

Broadcom (AVGO) reported second-quarter revenue beating analyst estimates, while earnings fell short of projections. The company indicated artificial intelligence (AI) drove the revenue beat and also announced a 10-for-1 forward stock split, sending shares up over 12% in extended trading Wednesday.

Broadcom Stock Jumps on Revenue Beat, Stock Split

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) announced impressive Q2 FY24 earnings, driven by strong performance in its AI products and the integration of VMWare, acquired in November 2023. The company reported a 43% year-over-year revenue increase, reaching $12.49 billion, surpassing estimates by $480 million.

Broadcom sees 2Q revenue jump following VMWare acquisition

Chip and software maker expects move to make its shares more affordable for investors, employees

Broadcom to Enact 10-for-1 Stock Split

Broadcom beats earnings estimates, announces 10-for-1 stock split

Tech conglomerate Broadcom raised its annual revenue forecast on Wednesday, betting on higher demand for its networking equipment and custom chips from businesses investing in artificial intelligence infrastructure.

Chipmaker Broadcom raises annual revenue forecast

Broadcom Inc (NASDAQ: AVGO) is gaining in extended trading on Wednesday after coming in handily above Street estimates for its fiscal second quarter on strong AI demand.  This is a developing story.

Broadcom Q2 earnings beat estimates: Karen Firestone buys $AVGO

Revenue of $12,487 million for the second quarter, up 43 percent from the prior year period GAAP net income of $2,121 million for the second quarter; Non-GAAP net income of $5,394 million for the second quarter Adjusted EBITDA of $7,429 million for the second quarter, or 59 percent of revenue GAAP diluted EPS of $4.42 for the second quarter; Non-GAAP diluted EPS of $10.96 for the second quarter Cash from operations of $4,580 million for the second quarter, less capital expenditures of $132 million, resulted in $4,448 million of free cash flow, or 36 percent of revenue Quarterly common stock dividend of $5.25 per share Fiscal 2024 annual revenue guidance of approximately $51.0 billion including contribution from VMware, an increase of 42 percent from the prior year period Fiscal 2024 annual Adjusted EBITDA guidance of approximately 61 percent of projected revenue (1) Ten-for-one forward stock split; trading on a split-adjusted basis is expected to commence on July 15, 2024  PALO ALTO, Calif. , June 12, 2024 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its second quarter of fiscal year 2024, ended May 5, 2024, provided guidance for its fiscal year 2024 and announced its quarterly dividend.

Broadcom Inc. Announces Second Quarter Fiscal Year 2024 Financial Results and Quarterly Dividend

Broadcom is scheduled to report earnings after Wednesday's close. The stock just hit a record high of $1505.80 and is currently trading near that level.

Earnings Preview: What To Expect From Broadcom

Apple

Alphabet

Netflix

NVIDIA

Stocks like Alphabet Inc. (GOOGL), Netflix, Inc. (NFLX) and Broadcom Inc. (AVGO) are poised to gain from the ongoing Nasdaq rally.

AI Optimism Powers Nasdaq to Hit Fresh All-Time High: 5 Picks

Broadcom Inc. AVGO is set to release second-quarter financial results, after the closing bell on Wednesday.

How To Earn $500 A Month From Broadcom Stock Ahead Of Q2 Earnings

Arista Networks

Taiwan Semiconductor Manufacturing

The Nvidia (NASDAQ: NVDA ) stock split has sent ripples through the tech industry, highlighting the explosive growth potential of artificial intelligence. As investors scramble to get a piece of the pie, it's crucial to identify the best AI stocks to buy in June.

3 AI Stocks to Buy Next After the Nvidia Stock Split

ASML Hld

Lam Research

Two of these companies don't have stock splits scheduled yet, but one does. All three have share prices of above $1,000.

These Could Be the Next Monster AI Stock Splits After Nvidia

Oracle

Mama's Creations Inc

Oxford Industries

Dave & Buster's

With U.S. stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:

Oracle, Broadcom And Other 3 Key Stocks To Watch On Wednesday

Progressive

Pinterest

Texas Roadhouse

VMware

Jefferies strategists screened for “growth at a reasonable price,” or GARP, stocks, where investors can enjoy strong profit growth while avoiding nosebleed valuations.

8 Reasonably Priced Growth Stocks for a Pricey Market

Broadcom is an excellent opportunity to ride the AI future outside of GPUs. It is unique in its aggregation of firms - it has a high-value semiconductor business and a sticky SaaS business. There is a tremendous amount of operating efficiency in their business.

Broadcom Still Has Room To Appreciate

Broadcom is one of the leaders in 5G chipsets, with revenues of nearly $5.9 billion in 2023 growing to $6.5 billion in 2024. Management has positioned the company to be a leader in the AI chip market with revenues of $4.2 billion growing to $10.2 billion. I expect Broadcom to report AI revenues up $2.04 billion in the upcoming earnings call, a QoQ increase of nearly 40%.

Broadcom: Eyes On AI But 5G Outperforms On Revenue

American Express

Caterpillar

Main Street Capital

Waste Management

Walmart

A dividend portfolio is one of the most reliable paths to passive income. You only need to buy a few dividend stocks, monitor them occasionally and watch the cash flow arrive.

The Dividend Doyens: 7 Stocks That Will Enrich Your Income Portfolio

Broadcom Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Artificial intelligence has played a large part in the current market rally. Wall Street is revising its outlook on a couple of AI-related semiconductor stocks.

Why Artificial Intelligence (AI) Stocks Taiwan Semiconductor and Broadcom Popped, While Advanced Micro Devices Dropped on Monday

Broadcom's (AVGO) fiscal second-quarter 2024 results are likely to reflect the benefits of a strong AI portfolio and expanding clientele.

Is Broadcom (AVGO) Stock Worth Buying Ahead of Q2 Earnings?

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) reports second-quarter earnings on June 12 with comment from the chipmaker about artificial intelligence and completion from NVIDIA key to how markets react. Strength from AI demand and the company's 2022 acquisition VMWare are expected to overcome the drag from legacy businesses, analysts at Bank of America reckon.

Broadcom earnings bring worries about Nvidia 'raising competitive stakes'

Broadcom Inc shares were climbing in trading on Monday, just days after JPMorgan analyst Harlan Sur named the company as the top AI semiconductor supplier behind NVIDIA Corp.

Broadcom Could Report A Modest Beat For Q2, Says Bullish Analyst

Nvidia has been the prime beneficiary of surging demand for AI-focused chips. But two competitors have enjoyed similar tailwinds, and both are more diversified.

News for Broadcom Stock (AVGO)