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) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know

NVIDIA

The newest member of the trillion-dollar market-cap club is looking ahead to a “likely sharp new product ramp” in the second half of 2025, according to an analyst.

Broadcom is having a ‘Nvidia moment' as stock swells further

Broadcom shares just saw its best ever trading day on Friday and hit a $1T market-cap. Analysts view upbeat long-term outlook.

Broadcom Hits $1T Market Cap: Are Broadcom ETFs the Next NVIDIA?

Depending on who you ask, Broadcom (NASDAQ:AVGO) is already considered to be a part of the Magnificent Seven as Tesla (NASDAQ:TSLA) supposedly received the boot from the exclusive basket of high-performing, AI-leveraging tech titans when shares dragged their feet into a nasty bear market.

Could Broadcom Join the League of the Magnificent 7?

Landbridge Co LLC

Texas Pacific Land Trust

I believe the initial AI boom is peaking, with mainstream beneficiaries already priced in. My focus is on the next phase. This future AI expansion requires unprecedented infrastructure. Many areas lack the capacity to support it, facing constraints in power, grid capacity, water resources, and available land for data centers. My investment thesis targets this resource bottleneck. Companies uniquely positioned to capitalize on these growing demands, offering both stability and long-term growth potential.

25% Of My Net Worth - Here's My Single Best Investment Idea

As American semiconductor designer Broadcom (NASDAQ: AVGO) revels from an impressive quarterly earnings report, the company's shareholders have more rewards on the way from the expected dividend payout.

Here's how much Broadcom investors will receive in upcoming dividend

Broadcom's FY24 ended with strong growth in networking chips, driven by custom AI ASICs and improved server & storage chip performance, hinting at a strong runway for eFY25. The integration of VMware significantly boosted AVGO's revenue and margins. Management anticipates improved margins going forward for infrastructure software. Management forecasts continued growth in AI accelerators and networking, expecting a serviceable addressable market of $60–90 billion by FY27, despite potential margin pressures.

Broadcom Hones In On Custom ASICs For Growth

AI-led growth acceleration has a long runway in Broadcom's semiconductor solutions business, driven by shipment volume increases. VMware is driving strong margin expansion at a faster-than-expected rate. Broad-based upgrades to revenue, gross margins, and operating profit estimates by Wall St. analysts are bullish fundamental signs.

Broadcom: Keep Calm And Let Profits Ride

QUALCOMM

Technology has arguably been Wall Street's hottest sector in 2024. Rapid growth in emerging industries, such as artificial intelligence (AI), has fueled a massive rally, making this year one of the best for technology stocks in recent memory.

3 Market-Beating Tech Stocks to Supercharge Your Portfolio in 2025 and Beyond

Apple

The great tech and growth stock rally has been holding up well going into the midpoint of December.

2 Growth Stocks to Buy in December

No chipmaker has benefited more from the rapid rise in artificial intelligence (AI) spending than Nvidia (NVDA -2.25%). The company's graphics processing units (GPUs) are essential for any company looking to develop and train large language models and build generative AI applications.

Meet the Newest Artificial Intelligence (AI) Chip Stock to Join Nvidia in the $1 Trillion Club

Broadcom unleashed a three-year AI outlook that likely stunned even the most bullish AVGO investors, which sent the stock surging. Management projected AI SAM of $60B-$90B by 2027, as hyperscalers seek custom AI chips to diversify their reliance on Nvidia. Broadcom has transformed itself into an AI powerhouse, built on its market-leading custom chips and networking prowess.

Broadcom: Don't Let Your AI Enthusiasm Go Overboard (Rating Downgrade)

Broadcom became the eighth U.S. tech company to eclipse $1 trillion in market cap on Friday. The stock jumped 24%, its best day on record, after a profit beat and optimistic guidance.

Broadcom's long and winding path to the trillion-dollar club, and how Trump played a role

Shares in the semiconductor giant Broadcom (Nasdaq: AVGO) are urging in early market trading this morning after the company announced its Q4 2024 earnings, in which it revealed that its AI revenue skyrocketed 220%. At the time of this writing, AVGO shares are up over 20%, and with their rise, Broadcom is now the latest tech giant to surpass a trillion-dollar market cap.

Broadcom enters the trillion-dollar club on AI strength

Broadcom's Q4 earnings report showed a bottom line beat, 51% revenue growth, and strong free cash flow, driven by AI spending. The company announced a partnership with Apple to develop custom AI server chips, enhancing its position in the growing AI hardware market. Broadcom raised its dividend by 11% and provided strong revenue guidance for Q1 FY 2025, indicating continued growth potential.

Broadcom: Why This Rally Is Not Over Yet

Palo Alto Networks

The Nasdaq Composite (^IXIC 0.12%) has been on a roll for more than two years now, with its gains fueled by improving economic conditions, the dawn of artificial intelligence (AI), an uncontested U.S. election, and recent interest rate cuts by the Federal Reserve Bank. After rising 43% in 2023, the tech-focused index has gained roughly 31% in 2024 (as of this writing).

History Says the Nasdaq Will Surge in 2025. 2 Stock-Split Stocks to Buy Before It Does

AbbVie

Abbott Labs

Accenture Plc

Adobe

Automatic Data Processing

Amgen

Amazon

Air Products and Chemicals

Boeing

Booking Hlds

Caterpillar

Colgate-Palmolive

Comcast

Chipotle

ConocoPhillips

Costco

Salesforce

Cisco Systems

Corteva Inc

Chevron

DuPont de Nemours

Deere & Company

Danaher

Concentrate on a select few high-conviction stocks across different sectors to avoid "diworsification" and maximize returns, inspired by Charlie Munger and Warren Buffett. Utilize Joel Greenblatt's "Magic Formula" and James O'Shaughnessy's methodologies to screen stocks based on earnings yield and return on total capital. Exclude overly regulated sectors like Utilities, Financials, and REITs to focus on sectors with higher growth potential and less regulatory constraints.

Best Way To Invest $100,000: Build An 8-Stock Portfolio For Growth And Value

Broadcom is nearing a $1 trillion valuation, driven by strong earnings growth and the acquisition of VMware, with a P/E ratio of ~30. The company's AI segment is booming, with 220% YoY growth and partnerships with three large customers, aiming for a $75 billion market opportunity by 2027. Broadcom's semiconductor segment saw 12% YoY growth, and infrastructure software revenue nearly tripled, indicating strong demand and future growth potential.

Broadcom Will Benefit From Taking Nvidia And AMD's Largest Customers (Rating Upgrade)

Major U.S. equities indexes were mixed and little changed to wrap up a trading week that delivered several key economic data points. Despite indications of sticky inflation, traders widely expect another interest-rate cut when the Federal Reserve convenes next week for its final policy meeting of 2024.

S&P 500 Gains and Losses Today: Broadcom Stock Soars as Earnings Show AI Strength

The stock market ended mixed, with the Nasdaq gaining as the Dow Jones fell. The latest Fed meeting and comments from Jerome Powell loom.

Stock Market Ends Week Mixed As Broadcom Roars; Fed Meeting, PCE Data Loom

Broadcom became the latest member of the $1 trillion market-cap club after its quarterly results, while RH also rallied on earnings.

Stock Market Today: Broadcom Earnings Boost the Nasdaq

Big Tech's push to diversify beyond Nvidia's pricey and supply-constrained AI processors has been a windfall for Broadcom, which makes custom chips for major cloud companies.

Broadcom hits $1T market cap after CEO's ‘huge' AI prediction

Broadcom Inc AVGO stock surged Friday after it reported better-than-expected fourth-quarter adjusted EPS results and raised its quarterly common stock dividend.

Broadcom's AI Chip Leadership Puts Pressure on Nvidia and Marvell, Analysts Say

AVGO's fourth-quarter fiscal 2024 results benefit from strong demand for AI networking and VMware solutions.

Broadcom Q4 Earnings Beat Estimates, Shares Rise on Strong Q1 View

Nvidia rival, Broadcom stock hit the $1 trillion market cap milestone after fourth quarter results on Friday and amid massive AI outlook. The post AI Chip Provider Smashes Into Warren Buffett Club Amid 95% Spike, Massive AI Outlook appeared first on Investor's Business Daily.

News for Broadcom Stock (AVGO)