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

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) shares traded lower on Friday despite the chipmaker reporting first quarter earnings that topped Wall Street estimates on the top and bottom lines and reiterating its full-year revenue guidance of $50 billion. For the first quarter, Broadcom saw its revenue increase 34% over the year-ago quarter to $11.96 billion, beating estimates of $11.72 billion.

Broadcom's 1Q earnings beat and $50B revenue forecast fail to impress investors

Broadcom's earnings may have disappointed investors but there was plenty of optimism on Wall Street.

Broadcom Stock Falls. Here's What the Market Is Missing.

Marvell Technology

NVIDIA

Nvidia stock extends a spectacular run that has seen it quadruple in value over the past 12 months.

Nvidia Stock Extends Its Run Higher. Broadcom and Marvell Shares Fall After Earnings.

Applied Materials

ASML Hld

The semiconductor industry is flourishing, making investors eager to discover the top semiconductor stocks to buy. Semiconductor stocks provide a unique potential to generate outsize returns, given the importance of advanced semiconductor chips.

The Top 3 Semiconductor Stocks to Buy in March 2024

Broadcom Inc. (NASDAQ:AVGO ) Q1 2024 Earnings Conference Call March 7, 2024 5:15 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President and CEO Kirsten Spears - CFO Conference Call Participants Harsh Kumar - Piper Sandler Harlan Sur - JPMorgan Vivek Arya - Bank of America Securities Stacy Rasgon - Bernstein Aaron Rakers - Wells Fargo Chris Danely - Citi Karl Ackerman - BNP Paribas Christopher Rolland - Susquehanna Toshiya Hari - Goldman Sachs Vijay Rakesh - Mizuho Matt Ramsay - TD Cowen Edward Snyder - Charter Equity Research Operator Hello, and welcome to Broadcom's Inc. First Quarter Fiscal Year 2024 Financial Results Conference Call. At this time, for opening remarks and introductions, I will turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. You may begin.

Broadcom Inc. (AVGO) Q1 2024 Earnings Call Transcript

Broadcom Inc. (AVGO) came out with quarterly earnings of $10.99 per share, beating the Zacks Consensus Estimate of $10.25 per share. This compares to earnings of $10.33 per share a year ago.

Broadcom Inc. (AVGO) Q1 Earnings and Revenues Top Estimates

Broadcom handily beat expectations for its fiscal first quarter. However, it kept its sales guidance for the full year unchanged.

Broadcom Tops Views On Strong Sales Of AI Chips, Data Center Gear

Broadcom Inc. shares have rocketed some 50% over the past three months upon enthusiasm for the company's ability to capitalize on artificial-intelligence spending, but the stock's momentum was set to cool a bit after Broadcom's latest results.

Broadcom's stock has ridden the AI wave, but it's cooling after earnings

Tech conglomerate Broadcom beat market estimates for first-quarter revenue on Thursday, as cloud providers continue to upgrade data centers to support artificial intelligence, helping drive demand for its advanced networking chips.

Broadcom's first-quarter revenue beats estimates

Broadcom Inc (NASDAQ: AVGO) is trading down in extended hours on Thursday even though it reported market-beating financial results for its first quarter. This is a developing story.

Broadcom Q1 earnings are out: here are the numbers

Revenue of $11,961 million for the first quarter, up 34 percent from the prior year period Cash from operations of $4,815 million for the first quarter, less capital expenditures of $122 million, resulted in $4,693 million of free cash flow, or 39 percent of revenue GAAP net income of $1,325 million for the first quarter; Non-GAAP net income of $5,254 million for the first quarter Adjusted EBITDA of $7,156 million for the first quarter, or 60 percent of revenue GAAP diluted EPS of $2.84 for the first quarter; Non-GAAP diluted EPS of $10.99 for the first quarter Quarterly common stock dividend of $5.25 per share Repurchased and eliminated 7.7 million shares for $8,290 million Fiscal 2024 annual revenue guidance of approximately $50.0 billion including contribution from VMware, an increase of 40 percent from the prior year period Fiscal 2024 annual Adjusted EBITDA guidance of approximately 60 percent of projected revenue (1) PALO ALTO, Calif. , March 7, 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 first quarter of fiscal year 2024, ended February 4, 2024, provided guidance for its fiscal year 2024 and announced its quarterly dividend.

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

Intel

Micron Technology

Valuations for chip stocks are seeing strong bullish momentum in Thursday's trading. Intel is reportedly on track to secure roughly $3.5 billion in funding to support chip production for U.S. military and intelligence agencies.

Why Broadcom, Micron, and Intel Stock Are Jumping Today

The upcoming earnings report from Broadcom Inc (NASDAQ:AVGO) on Thursday is highly anticipated by investors as a crucial indicator for the AI sector's strength amidst a declining market for computers and telephones.

Broadcom earnings in focus as AI rally continues

Mizuho analyst Jordan Klein is cautious about the persistent gains of chip stocks. He sees year-end prices higher than now, but warns profit-taking in the near term could weigh on stocks.

Nvidia, Chip Stocks Could Hit an Air Pocket Soon, Says Analyst

The stock price of Broadcom (NASDAQ: AVGO), a manufacturer of semiconductor and infrastructure software products, has experienced a positive start in 2024, primarily fueled by the hype surrounding artificial intelligence (AI).

Is Broadcom a buy, sell, or hold ahead of the Q1 earnings call?

ChipMOS TECHNOLOGIES

Integrated circuits, known as microchips or semiconductors, have recently attracted significant investment. It might even be a good time to dive into some of the best integrated circuit stocks to buy for the long term.

Best Integrated Circuit Stocks to Buy for the Long Term

Broadcom introduced new chips to improve high-speed interconnections between AI processors in data centers.

Broadcom Expands AI Workload Scale With New Data Center Chips

Advanced Micro Devices

Taiwan Semiconductor Manufacturing

Positive news on global semiconductor sales got drowned out in Tuesday's selling, but semi stocks are back on the rise Wednesday. Globally, semiconductor sales grew 15% in January, and double-digit rises are projected through the end of this year.

Why AMD, TSMC, and Broadcom Stocks Are All Up Today

Shares of Broadcom Inc (NASDAQ: AVGO) opened nearly 4.0% up this morning after the multinational announced the world's first 5nm PCIe solutions. What we know about Broadcom's new PCIe solutions The release of its new retimers marks a meaningful progress in connectivity technology.

Broadcom unveils world's first 5-nanometre PCIe solutions

Industry's first end-to-end PCIe connectivity portfolio offers lowest power solutions and unparalleled efficiency to interconnect AI infrastructure Industry's first end-to-end PCIe connectivity portfolio offers lowest power solutions and unparalleled efficiency to interconnect AI infrastructure

Broadcom Extends AI Workload Scale with Industry-First PCI Express Gen5/Gen6 Retimers

Everyone in the market is excited about the new breakouts in the technology stock space, with a particular focus on names like NVIDIA NASDAQ: NVDA, termed the king of the pack. After breaking past its all-time high prices as if there were no barriers, expanding financials and increased demand from the artificial intelligence capabilities, the company offers helped the stock break past all its ceilings.

Institutions are Buying Broadcom Stock, a 30% Discount to Nvidia

Several AI stocks have soared following earnings reports this year. Broadcom is seeing accelerating growth in AI.

Will Broadcom Be the Next AI Stock To Explode on Friday?

In the finance and tech space, hitting a trillion-dollar valuation is a mark of success, representing advancement, endurance and a strategic edge. Today, in the ongoing market volatility and geopolitical tensions, three stocks emerge as pre-trillion contenders.

Pre-Trillion Picks: 3 Stocks to Own Before They Hit the Trillion-Dollar Mark

Microsoft

Ulta Beauty

Walmart (NYSE: WMT ) recently surprised the market by splitting its stock 3-for-1. That means for every one WMT share you own you will now have three.

Stock Splits 2024: 3 Stocks That Could Follow in Walmart's Footsteps

Advances in Problem Identification and Resolution Enable Operations to Proactively Avoid Costly Business Impacts Advances in Problem Identification and Resolution Enable Operations to Proactively Avoid Costly Business Impacts

News for Broadcom Stock (AVGO)