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

C3.ai

Intel

Growth stocks outperformed in 2023 led by companies associated with artificial intelligence (AI). Heading into 2024, it's highly probably that growth stocks will continue leading the way.

Long-term Growth: 3 High-Potential Stocks to Buy and Hold

NVIDIA

Stock splits don't change the fundamentals of a stock, but there's some evidence that they're correlated with strong returns. Broadcom has doubled this year and is seeing strong demand for generative AI products.

2 Potential AI Stock-Split Stocks to Keep an Eye On in the New Year

ServiceNow

Although stock splits do not change a stock's intrinsic value, they make them accessible to a broader investor base. Broadcom's AI-optimized networking solutions are in high demand from hyperscalers.

Stock-Split Watch: 2 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in 2024

Advanced Micro Devices

BAE Systems PLC

Marvell Technology

ON Semiconductor

iShares PHLX Semiconductor ETF

Semiconductor stocks, already in rally mode, got a boost after the White House began releasing funding for chipmaking under the  CHIPS and Science Act of 2022.

Semiconductor stocks soar on federal funding, hope for rate cuts

Lam Research

Semiconductors form the backbone of many devices and appliances. Semiconductor chips power up computers, smartphones, cars, refrigerators and other products that people use every day.

3 Semiconductor Stocks to Turn $200,000 Into $1 Million: December 2023

Assurant

Ares Management

Cigna

Deere & Company

Comfort Systems USA

Intuit

JPMorgan Chase & Co

Lennox International

Mastercard

Martin Marietta Materials

Microsoft

NRG Energy

Old Dominion Freight Line

Parker-Hannifin

PulteGroup

UnitedHealth Group

Vanguard Dividend Appreciation ETF

Wingstop

Zoetis

We focus on selecting high-growth dividend stocks that have rapidly grown their dividends in the recent past rather than a high current yield. We use our proprietary models to rate quantitatively and qualitatively and select the top ten names from an initial list of nearly 400 dividend stocks. We provide criteria for selecting high-growth dividend stocks and offer a step-by-step guide on structuring a portfolio based on this strategy.

Our Top 10 Dividend Growth Stocks - December 2023

It was tapped as a top-five pick by a major U.S. bank. Investors are still bullish on the shares despite their steep rise this year.

Why Broadcom Stock Was a Standout on Friday

Nvidia Corp. has catapulted up the list of the most valuable U.S. companies this year, rising eight spots from the end of last year to sit in the fifth position with a market capitalization of $1.2 trillion.

Broadcom now ranks among 10 largest U.S. companies after big 2023 stock gains

PALO ALTO, Calif. , Dec. 15, 2023 /PRNewswire/ -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced that the Compensation Committee of Broadcom's Board of Directors approved granting on December 15, 2023 restricted stock unit awards covering 4,394,353 shares of its common stock to 13,831 new employees and performance stock unit awards covering 91,930 shares of its common stock at target to 25 new employees (of which up to two times the number of target shares can be earned upon the achievement of specified performance goals) under Broadcom's 2023 Inducement Plan.

Broadcom Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Broadcom Corporation (NASDAQ:AVGO) shares have more than doubled in value so far for 2023 and analysts believe it has further to go as artificial intelligence (AI) plays an increasing role in its sales strategy. DealHub noted that the semiconductor solutions provider stands out for discussing AI's role in sales more than any other.

Broadcom expected to keep winning after stock more than doubles in 2023 on AI tailwinds

Broadcom continued to rally after last week's earnings report. The company received two positive analyst notes to start the week.

Why Broadcom Rallied This Week

Applied Materials

Micron Technology

QUALCOMM

Investment maverick Michael Burry, renowned for his astute predictions during the 2008 recession, continues to face headwinds in his latest bearish venture against the semiconductor sector.

5 chip stocks Michael Burry shorted hit 52-week highs

Broadcom Inc. (AVGO) shares hit a record high Wednesday for the third straight day after analysts raised their price target on the stock.

Broadcom's Stock Price Hit a Record High For The Third Straight Day—Here's Why

Broadcom (AVGO) and Caltech join forces to transform quantum science, fueling innovations in computing and engineering.

Broadcom (AVGO) and Caltech Unite for Quantum Research Innovation

Cadence Design Systems

Renowned investor Michael Burry, famed for predicting the 2008 financial crisis, is encountering setbacks with his recent bearish bet.

Is Michael Burry's short at risk? AI chip market expected to explode in next 4 years

Broadcom's high stock price (currently $1060.24/share) has surged 90%+ this year. As a result, a 20:1 stock-split is quite likely in the near future. Stock splits in-and-of themselves are no panacea. After all, if I give you a $5 bill and you hand me five $1's back, I am no better off. However, stock splits do have emotional value and also enable small investors to more easily scale-into full positions.

Broadcom: A 20:1 Stock Split Is Quite Likely

Broadcom is teaming up with Caltech on quantum computing research. The news comes just days after Broadcom closed on its acquisition of VMware.

Why Broadcom Stock Was Climbing Again Today

Netflix

Shopify

Investors on the path toward financial freedom seek the power of unstoppable growth stocks to build wealth. But this appetite for risk can come with its fair share of challenges.

3 Unstoppable Growth Stocks That Will Make Early Investors Rich

Broadcom completed its acquisition of VMware, but integrating the business could be costly.

Broadcom Just Passed $1,000 -- Is This a Top Artificial Intelligence (AI) Stock to Buy?

DocuSign

Lululemon Athletica

There continues to be a lot of chatter about the mega-cap tech stocks that are collectively known as the “Magnificent 7.” While these stocks have helped to lift the stock market into a new bull run in 2023, it is a bit of a misnomer to say that it is only the largest of the technology players that have rallied over the past year and pulled U.S. indices out of the clutches of a bear market.

3 Great Growth Opportunities Beyond the Magnificent 7 Stocks

Investment will create an innovation, collaboration hub to support world-leading scientists and engineers in quantum science, computing, and related fields. PASADENA, Calif.

Caltech and Broadcom Announce Quantum Research and Development Partnership

The chipmaker and software company's stock jumped after Citigroup resumed coverage Monday morning and set a price target of $1,100 based on demand for AI.

Broadcom stock spikes, on pace for best day in a year

Broadcom just closed its $61 billion acquisition of VMware. The company expects its revenue to reach $50 billion next year.

Why Broadcom Stock Was Moving Higher Today

VMware

Broadcom had an impressive 2023, driven by growth in AI chip sales. Growth in 2024 will now depend on the VMware acquisition.

Broadcom Now Owns VMware -- Will the Stock Continue to Soar in 2024?

Broadcom Inc. is a large chip product designer and supplier with a thriving software business. The company has a strong IP portfolio and has made significant acquisitions, including VMware. Broadcom's financial data shows growth in net revenue, EBITDA, and free cash flow, but its high debt and acquisition-focused growth model pose risks.

News for Broadcom Stock (AVGO)