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

VMware

VMware Inc's stock price fell 10% on Thursday following a Financial Times article stating that the Chinese State Administration of Market Regulation is likely to delay signing off on the company's $75 billion-plus merger with Broadcom amidst rising US-China tensions as Washington strengthened rules to block Chinese access to high-performance semiconductors.  Barron's now estimates the probability of the deal closing at 50%, down from 90% on Monday.

VMware shares under pressure as China delays Broadcom merger approval

Both its hardware and software segments capitalize on AI-based capabilities. Investors can potentially benefit from both stock price appreciation and dividend returns.

This Artificial Intelligence (AI) Stock Is Hot and Likely Won't Slow Down

VMware shares fell after a report saying Chinese regulators are likely to delay signing off on the deal.

VMware Stock Implies 50% Chance of Completion of Broadcom Deal

Shares of VMware Inc. VMW, -9.78% slumped 10% Thursday following a news report that the Chinese government could block Broadcom Inc.'s AVGO, -0.99% planned $69 billion acquisition of VMware. Chinese regulators are considering whether to delay approval of the megadeal, according to a report in The Financial Times Thursday.

VMware's stock plunges 10% on report that Chinese regulators could block Broadcom deal

VMware Inc (NYSE: VMW) lost nearly 10% on Thursday following a report that China is considering a further delay in approving its deal with Broadcom Inc (NASDAQ: AVGO). A possible retaliation to U.S. sanctions?

China may further delay approving the VMware-Broadcom deal

Both firms have said the deal could be affected by its ability to secure regulatory approvals on the terms expected and in a timely manner.

VMware Stock Drops on Broadcom Deal Worries

Applied Materials

ASML Hld

Cisco Systems

DexCom

Diamondback Energy

Fastenal

Nasdaq stocks generally equate to higher-growth, technology-dominated firms in the eyes of most investors. The index is generally more rate-sensitive than leading indexes like the Dow and the S&P 500.

The 7 Best Nasdaq Stocks To Buy Now: October 2023

Taiwan Semiconductor Manufacturing

Neither company has posted strong revenue growth lately. The stocks are fairly cheap compared to the market.

Better Artificial Intelligence (AI) Chip Investment: Broadcom or Taiwan Semiconductor?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Broadcom Inc. (AVGO) Is Considered a Good Investment by Brokers: Is That True?

Our favorite tech-sector dividend growers are finally on sale—and our time to "lock in" these fast-growing payouts has arrived.

2 Big Tech Dividends That Are Soaring (Not Because Of AI)

Apple

AbbVie

AGNC Investment

Allianz SE

Antero Midstream Partners

Apple Hospitality REIT

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

Bank of America

BASF SE

Brookfield Renewable Partners

B&G Foods

Bank of Montreal

Bayerische Motoren Werke AG

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Colgate-Palmolive

Canadian Imperial Bank of Commerce

My Dividend Stock Portfolio: New September Dividend Record - 98 Holdings With 22 Buys

SAN JOSE, Calif. & PALO ALTO, Calif.--(BUSINESS WIRE)--Broadcom Inc. (NASDAQ: AVGO) and VMware, Inc. (NYSE: VMW) today announced that the deadline for VMware stockholders of record to elect the form of merger consideration they wish to receive in connection with Broadcom's acquisition of VMware (the “Transaction”) is 5:00 p.m. Eastern Time on October 23, 2023 (such deadline, as it may be extended, the “Election Deadline”). VMware stockholders who hold shares through a bank, broker or other nomi.

Broadcom and VMware Announce Election Deadline for VMware Stockholders to Elect Merger Consideration

Archer-Daniels-Midland Company

Aflac

Allegion

Amgen

Becton, Dickinson and Co.

Dover

Con Ed

Embecta Corp

Emerson Electric

Gilead Sciences

W.W. Grainger

Johnson & Johnson

Kraft Heinz

Kontoor Brands Inc

LyondellBasell Industries

McDonald's

Microsoft

PepsiCo

Pfizer

Southern Company

T. Rowe Price Group

Trane Technologies plc

With the start of the final quarter of 2023, it's time to take a look back at my previous month of dividend income. Getting close to that $2,000 milestone in a month sure looks amazing. I know, those end of quarter months are always the big payers but it's still nice to see.

Dividend Income Update September 2023

Intel

NVIDIA

The U.S. government announced a measure that would further curb the sale of advanced semiconductors to customers in China. This is the latest in a string of recent efforts by officials to limit access to cutting-edge artificial intelligence technology by foreign governments.

Why Nvidia, Intel, Broadcom, and Other Artificial Intelligence (AI) Semiconductor Stocks Crumbled Tuesday Morning

The Biden administration is tightening restrictions on the sale of advanced chips to China, sparking fears of retaliation.

VMware Shares Fall on Worries China Could Block Broadcom Deal

Broadcom offers strong growth potential and a growing dividend, with a focus on AI-related revenues. The company's financials show increasing revenues, operating income, and free cash flow. While AVGO stock has performed well, its valuation may be a concern, suggesting that investors should be patient and look for entry points on pullbacks.

Broadcom: A Great Dividend Stock For The Next Decade

This dividend stock checks off a lot of boxes for investors.

The Best Dividend Stock for the Next Decade

Qumran3D Accelerates Transition to Merchant Silicon Routers by Significantly Reducing Carrier and Cloud Operator TCO with Unprecedented Scale Qumran3D Accelerates Transition to Merchant Silicon Routers by Significantly Reducing Carrier and Cloud Operator TCO with Unprecedented Scale

Broadcom Ships Industry's First 5nm Single-Chip 25.6Tb/s Router To Address Growing Bandwidth and Security Demands

Comcast

PHILADELPHIA--(BUSINESS WIRE)--Comcast And Broadcom To Develop The World's First AI-Powered Access Network With Pioneering New Chipset.

Comcast and Broadcom to Develop the World's First AI-Powered Access Network With Pioneering New Chipset

indie Semiconductor

Indie Semiconductor issued a bullish forecast for Q3 sales, and the automotive chipmaker looks poised to outperform. Expected new restrictions on Nvidia's chip exports could give Intel and Broadcom some breathing room.

Why Intel, Broadcom, and Indie Semi Stocks All Popped Today

Arista Networks

Costco

NetEase

Regeneron Pharmaceuticals

AI stocks Broadcom and Arista lead five names near buy points all sporting a flat base, showing resilience in a tough market.

AI Stocks AVGO And ANET Lead 5 Resilient Names Near Buy Points

News for Broadcom Stock (AVGO)