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

The stock market finished lower Thursday after a hot inflation report. Chip giant Broadcom and cruise line Viking are stocks to watch.

Stock Market Falls After Hot Inflation Data; Broadcom, Viking Near Buy Points

Broadcom stock has boomed more than 100% over the last 12 months. The increase in AI infrastructure build-outs has benefited the company's operating results. Revenue and earnings growth, strong free cash flow, best-in-class margins, and savvy management indicate further upside.

Broadcom: Buy This AI Cash Cow

The company is expected to report accelerating earnings growth next year.

1 Wall Street Analyst Thinks Broadcom Stock Is Going to $225. Is It a Buy Around $180?

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing Co. Ltd. TSM and Broadcom Inc. AVGO are currently competing for a seat at an elite table: The exclusive trillion-dollar club.

Taiwan Semiconductor Vs. Broadcom: Who Will Be The Next Trillion-Dollar AI Giant?

Brookfield Asset Management

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackrock Inc

Brookfield Corp

Enbridge

JPMorgan Nasdaq Equity Premium Income ETF

Microsoft

NVIDIA

Blue Owl Capital

TC Energy

Vistra Energy

Williams

Charlie Munger gave investors the key to setting themselves up for long-term financial success. Investing in AI can position your portfolio to achieve outsized long-term dividend growth and potentially even total returns. We detail how to build a dividend snowball powered by leading AI stocks.

Invest $100,000 For An AI-Powered Dividend Snowball

e.l.f. Beauty

These companies both generated more than 45% revenue growth in their most recent quarters.

2 Growth Beasts That Have Generated Around 500% Returns for Investors in 5 Years

Broadcom stock rose Wednesday after the chipmaker and infrastructure software provider announced new AI products.

Broadcom Stock Hits Buy Point On Product News Ahead Of Major Conference

QUALCOMM

Texas Instruments

Chip stocks have taken the market by storm over the past several years, racking up huge returns in many cases. However, many of these high-flying stocks are not returning value to their shareholders in the form of dividend income.

3 Dividend-Paying Chip Stocks You Don't Want to Miss

Broadcom's stock is on track to clinch a new closing high on Wednesday, which would put it in rarefied air within the chip sector.

Broadcom's stock stands alone in the chip sector as it nears new high

Which of these chipmakers is the better play on the booming AI market?

Better Artificial Intelligence Stock: Nvidia vs. Broadcom

Broadcom (AVGO) stock price is firing on all cylinders as the company matches towards a $1 trillion market cap. It has risen by over 61% this year, pushing its market cap to over $817 billion.

Broadcom stock nears key price; could hit $1 trillion valuation soon

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Greed” zone on Tuesday.

S&P Gains 1% As Nvidia, Broadcom Shares Surge: Investor Optimism Improves, Fear Index Remains In 'Greed' Zone

Amazon

ASML Hld

Concentrated portfolios can build true wealth by focusing on a few high-conviction stocks rather than diversifying across mediocre companies. Despite current market challenges, ASML, Broadcom, and Amazon are worth buying for their industry-leading positions, strong profitability, and reasonable valuations. ASML's monopoly in lithography, Broadcom's diversified custom chips and software, and Amazon's efficient e-commerce and AWS growth offer substantial long-term opportunities.

3 Growth Stocks I Am Buying In October

Broadcom's strong portfolio and expanding AI offerings make its top-line growth prospects bright.

AVGO Expands AI Offerings for Telecom Operators: Is the Stock a Buy?

Advanced Micro Devices

Intel

KeyBanc analyst John Vinh shared mixed quarterly supply chain findings for the semiconductor sector. The analyst revised several company estimates and price targets.

Nvidia, AMD Lead The Pack, Broadcom Stable, Intel Falters: Analyst's Latest Take

We're reiterating our buy on Broadcom for FY25. We expect possible share loss to NVDA in Ethernet switching and industry transition to NVDA's proprietary NVLink will be manageable through higher ASP. VMware should also continue to boost AVGO's infrastructure software sales, contributing to long-term growth and integration success.

Broadcom: ASP To The Rescue - Maintaining Buy

Analog Devices

Microchip Technology

Micron Technology

Citi has expressed increased optimism towards the semiconductor industry following stronger-than-expected sales data for August. Analog Devices (ADI, Financial) remains Citi's top pick in the sector.

Citi Increases Optimism on Semiconductor Sector After Strong August Sales

After a volatile summer following a consistently upward first half of the year, Broadcom Inc. AVGO shares are again on the verge of highs. In the past three weeks alone, they've jumped more than 30% and come within $4 of hitting June's record.

Broadcom Defies Volatility: Why Wall Street Expects More Gains

Artificial-intelligence-chip stocks had a rough third quarter, but the rest of the year looks brighter, Melius Research says.

Why AI Chip Stocks Are the ‘Place to Be,' Says Analyst

I've been Broadcom's shareholder since 2018. Added regularly, doubled down in 2022, and realised my last meaningful purchase in Q4 2023. I'm very impressed with the Company's robust M&A activity that resulted in some of the most effective deals in the technological space. Broadcom's ability to capitalize on the AI revolution is often neglected as the Company doesn't focus on GPUs as, for example, Nvidia does. However, its networking solutions lead the market.

Despite All The Love And Respect For Broadcom, I Put It On Hold

Apple

WisdomTree US Quality Dividend Growth Fund

Invesco QQQ

Schwab US Dividend Equity ETF

Vanguard Dividend Appreciation ETF

Vanguard High Dividend Yield ETF

Investing in dividend growers is a great way to compound passive income exponentially over the long term. However, not all dividend growers are created equal. We compare two dividend growers and explain why we believe one is overrated, and the other is underrated.

Overrated And Underrated Dividend Growers

Broadcom Inc.'s acquisition of VMware enhances its AI software capabilities, crucial for capitalizing on the projected $13 trillion AI software demand by 2030. Broadcom's robust position in high-performance computing hardware and data center components aligns it to benefit from aggressive data center investments by tech giants. Institutional investors are increasingly bullish on AVGO, with significant share accumulation and positive EPS revisions indicating strong future performance.

Broadcom: The Philosopher's Stone Of AI Innovation

Broadcom is approaching the mark few companies have ever achieved.

Will Broadcom Be a Trillion-Dollar Stock by 2025?

Super Micro Computer

The evidence is clear that stock-split stocks tend to outperform the broader market.

3 Stock-Split Stocks to Buy Before They Soar as Much as 215%, According to Select Wall Street Analysts

Cava Group, Inc.

Artificial intelligence chip stalwart Broadcom and fast-casual pacesetter Cava Group lead this watchlist of five stocks near buy points.

News for Broadcom Stock (AVGO)