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

Advanced Micro Devices

NVIDIA

Renowned investment expert Michael Burry, known for his accurate predictions during the 2008 recession, is encountering challenges in his latest bearish endeavor targeting the semiconductor sector.

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Microsoft

Visa

Companies boasting strong cash-generating abilities can be great investments, as they have plenty of cash to fuel growth, pay out dividends, and easily wipe out debt.

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Bank of America

Lennar

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T-Mobile US

Verizon

The arrival of 5G networks has sparked interest and attracted significant investments in the telecom industry. With speeds up to a hundred times quicker than 4G, reduced lag, and the ability to handle a spike in connected devices, 5G has the potential to change everything from smartphones to autonomous vehicles.

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Applied Materials

Amkor Technology

Amazon

ASML Hld

Camtek

Cadence Design Systems

Dell Technologies

Alphabet

Hewlett Packard

Intel

KLA-Tencor

Kulicke & Soffa Industries

Lam Research

Micron Solutions

Marvell Technology

Onto Innovation

Oracle

Super Micro Computer

Synopsys

Taiwan Semiconductor Manufacturing

Nvidia is dominating the artificial intelligence market, and here are some other stocks that can also benefit.

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When it comes to investing, I tend to believe that a low turnover approach is the one that fits me the best. As Broadcom improves its business mix with savvy acquisitions, the company's net revenue and adjusted diluted EPS keep climbing higher. The tech giant boasts a BBB credit rating from S&P on a stable outlook.

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Honeywell

Tesla

Tesla may be the behemoth of EV makers, but its growth is just getting started. AI should continue to drive strong revenue growth for Broadcom in the near future.

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Datadog

Elastic N.V

Shift4 Payments

MercadoLibre

Broadcom and MercadoLibre are among stocks trading around buy points as the market rally shows resilience.

S&P 500 Giant Broadcom Leads Five Stocks Near Buy Points

Broadcom Inc. (AVGO) closed at $1,107.68 in the latest trading session, marking a +0.7% move from the prior day.

Broadcom Inc. (AVGO) Laps the Stock Market: Here's Why

Go ahead — pick a reason, or two or three, to buy Broadcom (NASDAQ: AVGO ) stock. Maybe you're seeking portfolio exposure to artificial intelligence (AI) hardware.

You'll Wish You Had Bought Broadcom Stock at $1,000

UnitedHealth Group

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Hock Tan is “as excited as we have ever heard him” about the artificial-intelligence opportunity for Broadcom, wrote Bernstein analyst Stacy Rasgon.

Broadcom CEO Is More Excited Than Ever About AI Chips, Says Analyst

Adobe

Intuit

Micron Technology

Uber

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Merck

Exxon Mobil

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Arista Networks

Cambium Networks Corp

Cisco Systems

Extreme Networks

Fortinet

Juniper Networks

Palo Alto Networks

Splunk

Ubiquiti Inc

We have our first big merger of 2024. Hewlett Packard Enterprise (NYSE: HPE ) is buying Juniper Networks (NYSE: JNPR ) for about $14 billion.

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Snowflake

Nvidia (NASDAQ: NVDA ) was by far the best AI stock of 2023. 2023 is over, but it was the year that artificial intelligence took off.

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Apple

AbbVie

AGNC Investment

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

The S&P500 delivered a strong year-end rally, gaining 4.5% in December and 26.3% for the year.

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News for Broadcom Stock (AVGO)