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 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

Nu Holdings

Increasing demand for AI accelerators and the VMware acquisition are driving Broadcom's growth. Nu has built a solid customer base for its digital banking products in the Latin American market.

2 Growth Stocks to Buy Like There's No Tomorrow

Intel

Micron Technology

Micron Technology capitalizes on the AI boom with superior memory solutions, making it a key partner for most AI accelerator experts. Intel is aggressively pursuing leadership in the AI chip market with its new Gaudi 3 chips and strategic investments.

3 Top Semiconductor Stocks to Watch in This Stage of the AI Revolution

QUALCOMM

Shopify

The technology sector is known for its rapid growth and innovation, making the case for the best tech stocks to buy. These rising stars are at the forefront of the technological revolution, leading in areas like artificial intelligence, e-commerce, and 5G connectivity.

3 Tech Stocks Set to Be the Next Wall Street Darlings

Broadcom's AI revenue is growing at a faster-than-expected pace. The chipmaker is the dominant player in a fast-growing niche within the AI semiconductor market.

Missed Out on Nvidia? 1 Artificial Intelligence (AI) Growth Stock to Buy Before It Jumps 48%, at Least.

Advanced Micro Devices

Marvell Technology

NVIDIA

Data from S&P Global shows that many U.S. chip giants generate a larger share of revenue from China compared with the U.S. despite increasing trade barriers.

China remains crucial for U.S. chipmakers as tensions between the world's top two economies rise

Eli Lilly

Reaching the trillion-dollar market cap is a testament to any company's international influence, massive customer base and brand power. Indeed, being considered a peer of global behemoths like Microsoft, Apple, Google, Meta and Nvidia is nothing to scoff at.

Trillion-Dollar Trajectories: 3 Billion-Dollar Stocks With the Potential to Hit the Next Milestone

Taiwan Semiconductor Manufacturing

I'm bullish on semiconductor stocks, given the crucial role they play in powering modern technology. The semiconductor industry has seen tremendous growth in recent years.

Wall Street Favorites: 3 Semiconductor Stocks With Strong Buy Ratings for April 2024

Amazon

Fidelity MSCI Telecommunication Services Index ETF

First Trust Nasdaq Semiconductor ETF

Alphabet

iShares Global Telecom ETF

NXP Semiconductors

Proshares Online Retail ETF

Columbia Seligman Semiconductor and Technology ETF

Technology Select Sector SPDR Fund

Warren Buffett expressed his fascination with artificial intelligence (AI) in an interview with CNBC in April 2023. Buffett has invested $159 billion in eight tech stocks, per a Motley Fool article, as quoted on Yahoo Finance.

Make Your ETF Portfolio AI-Rich in Buffett-Like Manner

Broadcom is positioned to grow its AI revenue from Google and Meta Platforms, according to JPMorgan. The firm kept an overweight rating on the shares with a price target of $1,700.

Broadcom Stock Has 29% Upside, According to 1 Wall Street Analyst

Broadcom (AVGO) has inked an expanded partnership with Google Cloud aimed at accelerating innovation for enterprises.

Broadcom (AVGO) Strengthens Prospect With Google Cloud Deal

Extra Space Storage

First Solar

Hess

Las Vegas Sands

Lamb Weston Hlds

Newmont Mining

Qorvo

Super Micro Computer

Xylem

When the S&P 500 is up as much as it already is this year, investors demand growth. And some stocks are about to deliver.

12 Stocks' Insane Growth Is About To Blow The Doors Off

Broadcom Inc. (NASDAQ: AVGO) today announced that it has received 2024 Google Cloud Technology Partner of the Year awards for Infrastructure in the categor

Broadcom Wins Two 2024 Google Cloud Technology Partner of the Year Awards for Networking and Virtualization

Broadcom Inc (NASDAQ: AVGO) is in focus today after JPMorgan analysts said it is warming up to launch its 3nm AI accelerator custom chip programmes.

Broadcom may have secured wins from Meta and Google

Broadcom will migrate its VMware workloads to Google Cloud, collaborate on joint go-to-market initiatives, and deliver new gen AI capabilities LAS VEGAS , April 9, 2024 /PRNewswire/ -- Cloud Next '24, LAS VEGAS -- Broadcom Inc. (NASDAQ: AVGO) and Google Cloud today announced an expanded partnership that will involve optimizing Broadcom's VMware workloads for Google Cloud, jointly collaborating on go-to-market initiatives, adding more Broadcom products and services to Google Cloud Marketplace, and Broadcom infusing Google Cloud's generative AI capabilities. "Google Cloud has been a trusted partner in our digital transformation journey at Broadcom," said Rich Jardine, Vice President, Cloud Platform Engineering and Operations, Broadcom.

Broadcom and Google Cloud Announce Expanded Partnership to Help Accelerate Innovation for Enterprises

Broadcom's Q1 2024 results exceeded expectations, with strong growth in the Infrastructure Software segments. The company's free cash flow increased significantly. I expect that AVGO's cyclical trough in terms of gross margin will soon be over, and we'll see growth back to the peaks. According to my DCF model, Broadcom's shares could be undervalued by as much as 25.5% - that's a significant upside potential amid AI tailwinds.

Broadcom Stock: What I Was Afraid Of Might Not Exist (Rating Upgrade)

Mastercard

Visa

When the going has gotten tough, investors have flocked to the "Magnificent Seven," of which all but one has a trillion-dollar market cap. Artificial intelligence (AI) should be a driving force for some of the companies that have a $1 trillion valuation within sight.

Prediction: 5 Game-Changing Stocks That'll Reach a $1 Trillion Valuation Before 2030

Broadcom Inc. shares have surged more than 100% in the past year as the chip company has shown Wall Street that it's picking up its artificial-intelligence spending.

Broadcom's stock has doubled in a year. These factors could send it even higher.

ARM Holdings PLC

Salesforce

Dow Jones leader Salesforce, along with chip giant Arm and Broadcom, are approaching new buy point in today's stock market.

Dow Jones Leader Salesforce, Chip Giants Arm, Broadcom Eye New Buy Points

Apple

Agree Realty

Automatic Data Processing

Bristol-Myers

CVS Health

Chevron

Dominion Energy

Dollar General

Digital Realty Trust

EOG Resources

Hormel Foods

Kinder Morgan

Lennox International

Medifast

McCormick

Microsoft

NextEra Energy

Realty Income Corp

Bank OZK

Philip Morris

The stock market shrugged off rising interest rates and global unrest to produce strong gains during 2023.

DGI For The DIY: 2023 Dividend Portfolio Review

The advent of artificial intelligence ( AI ) is rapidly reshaping industries. Investors are presented with a unique opportunity to invest in the top semiconductor stocks to lead the AI revolution.

3 No-Brainer Semiconductor Stocks That Will Lead the AI Revolution

Broadcom seems most likely to become the next AI stock to reach a market cap of $1 trillion. Tesla and Taiwan Semi are also worthy contenders to achieve the milestone.

Here's the Artificial Intelligence (AI) Stock I Think Will Be the Next to Join Microsoft, Apple, Nvidia, Alphabet, Amazon, and Meta in the $1 Trillion Club

Over the past year, the semiconductor sector has seen a major breakout led by companies like Nvidia (NASDAQ: NVDA ) and Advanced Micro Devices (NASDAQ: AMD ). Semiconductors are used to power most technology on the market today including our smartphones, electric vehicles and giant data centers.

The 3 Best Semiconductors Stocks to Buy in April 2024

News for Broadcom Stock (AVGO)