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

Analog Devices

American Financial Group

Ally Financial

American Tower

Amazon

Best Buy

Boston Omaha

Carrier Global

Cogent Communications Holdings

Comcast

CVS Health

Digital Realty Trust

Enterprise Products Partners

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

General Motors

Graphic Packaging Hld

Global Payments

Home Depot

Lockheed Martin

Altria

MPLX

Dividend income has grown by 35.77% in the first half of 2023, adding $1,606 to estimated annual dividends, due to dividend reinvestments, dividend increases, new purchases, and re-allocation of capital. Several changes have been made to the portfolio, including closing seven positions and reallocating capital to five new positions, aiming for a balanced approach to dividend growth for long-term sustainability. The goal is to reach $6,600 in estimated annual dividends by the end of the year.

My Dividend Growth Income Mid-Year Review

Applied Materials

QUALCOMM

Investing in cheap semiconductor stocks offers significant potential for growth driven by increasing demand for automotive, energy storage, robotics, artificial intelligence, and machine learning.  The global semiconductor market has seen tremendous growth in recent years, projected to become a trillion-dollar industry by 2030 (McKinsey, 2022).

3 Cheap Semiconductor Stocks to Buy Before They Bounce Back

HubSpot

Spotify

An improving economy has led investors to jump back into high-potential tech stocks. Cost cuts made at the start of 2023 could drive higher profitability by the end of this year.

Why Tech Stocks Jumped in the First Half of 2023

Fortinet

Microsoft

NVIDIA

Microsoft Corp. and Nvidia Corp., two of the standard-bearers of the artificial-intelligence wave, along with another chipmaker and one cybersecurity company, jostled for record closing highs Friday, as AI remains a driving force in this year's tech rally.

Microsoft, Nvidia, Broadcom, Fortinet all vie for record closing highs as AI drives tech gains

Truist analyst William Stein raised price targets on Nvidia and Broadcom stock, and reiterated Buy ratings on them. They have "meaningful upsides," he wrote.

Nvidia and Broadcom Have the Most AI Upside in Chip Stocks, Says Analyst

Truist Securities raised its Broadcom Inc. AVGO, +0.05% price target to $942 from $890 Friday, citing demand for the chip maker's products from Google GOOG, +4.36% GOOGL, +4.72%. “A key industry contact noted, ‘the only semis requesting meaningful upsides right now are NVDA and AVGO',” wrote Truist Securities analyst William Stein, in a note.

Truist raises Broadcom price target to $942 from $890

So far in the AI gold rush, Nvidia Corp. NASDAQ: NVDA has emerged as the leading chipmaker. However, analysts and investors are beginning to notice the potential for Broadcom Inc. NASDAQ: AVGO to grab a significant share of the business for generative AI applications.

Broadcom Emerges As Strong Contender For Generative AI Chips

Arbor Realty Trust

Alexandria Real Estate Equities

Boston Properties

CubeSmart

Chevron

FedEx

Oracle

Pfizer

Prologis

Rexford Industrial Realty

Snap-on

With the latest inflation data it seems that we're at an interesting inflection point in markets, confirming my original views. Of all sectors, one in particular offers fantastic risk-reward at current levels. Here are 5 of our top picks in the sector.

5 Buy Alerts: The Billionaires Are Wrong, This Is The Next Big Market Move

Costco

Netflix

When the going gets tough on Wall Street, investors usually turn their attention to companies conducting stock splits. Billionaire investors are scooping up shares of three high-flying companies that appear ready to split.

Billionaires Are Piling Into What May Be the Next Group of Stock-Split Stocks

Semiconductor stocks, including Broadcom, have performed well in recent months, with AVGO's growth, cash flow, and positive news contributing to its appeal. Broadcom's proposed $61 billion acquisition of VMware received positive news from EU regulators, which is expected to diversify AVGO's operations and boost earnings growth. Despite potential risks such as market volatility and US-China tensions, Broadcom's robust free cash flow, expected dividend increases, and reasonable valuation make it an attractive investment.

Broadcom: A Free Cash Flow Machine, Shares Aim For Fresh Closing Highs

Advanced Micro Devices

Everyone knows that AI stocks have been the big momentum trade in the first half of 2023. The question is, can it remain the momentum trade in the second half of the year?

3 AI Stocks to Catapult You into the Millionaires' Club

VMware

Shares of Broadcom hit an all-time high after European regulators approved Broadcom's $61 billion acquisition of VMWare.

Broadcom-VMWare Merger Gets European Regulatory Approval

News that the European Commission has approved chip maker Broadcom Inc.'s $61 billion acquisition of cloud software company VMware Inc. VMW, +2.29% has sparked speculation that Broadcom will issue a jumbo investment-grade bond to fund the deal.

Europe's regulatory nod for VMware deal may lead Broadcom to issue jumbo bond

The European Commission (EC) has formally approved Broadcom's $61 billion bid for virtualization software giant VMware, with the caveat that Broadcom fulfils certain ongoing commitments around access and interoperability.

Europe greenlights Broadcom's $61B VMware acquisition

The European Union clears Broadcom's cash-and-stock takeover of VMware, worth some $77 billion at current prices.

Broadcom's VMware Takeover Is Cleared in Europe as Case for Tech M&A Revival Grows

The European Commission has approved Broadcom Inc.'s AVGO, +0.49% acquisition of VMware Inc. VMW, +5.19%, sending VMware's stock up 2.3% premarket. Broadcom, which makes chip and infrastructure software, announced the $61 billion deal to buy VMware in May 2022, but the deal has been the subject of regulatory scrutiny ever since.

European Commission approves Broadcom's $61 billion acquisition of VMware

SAN JOSE, Calif. , July 12, 2023 /PRNewswire/ -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, received conditional approval today from the European Commission to complete its acquisition of VMware, Inc. (NYSE: VMW).

European Commission Approves Broadcom's Acquisition of VMware

Verizon

Verizon and Broadcom are two excellent dividend stocks that passive income investors can choose from.

Best Dividend Stocks to Buy: Verizon vs. Broadcom

Broadcom (AVGO) plans to join the EU-funded chip plan in Spain by building a one-of-a-kind semiconductor facility. This is expected to boost EU's chip industry and reduce dependence.

Broadcom (AVGO) Plans to Invest in EU Chip Project in Spain

Avnet

Texas Instruments

Here we have shortlisted four dividend-paying tech stocks - AVGO, AVT, TXN and GLW - that may help investors curb the downside risk of the current high-market-volatility environment.

4 Dividend-Paying Stocks to Watch Amid Market Uncertainties

NXP Semiconductors

United Microelectronics

Investors seeking dividends may overlook semiconductors, but some companies from the industry, including Broadcom Inc. NASDAQ: AVGO, NXP Semiconductors N.V. NASDAQ: NXPI and United Microelectronics Corp. NYSE: UMC are showing strong price growth and also pay dividends.

3 Large Semiconductor Makers Offering Dividends & Price Growth

Hardware companies are the biggest winners in the generative AI revolution. The company manufactures networking chips that have seen increasing adoption as generative AI proliferates.

Broadcom: The AI Chipmaker to Watch

Broadcom has a history of extracting significant value from its acquisitions. Regulators in the U.S., Europe, and China have yet to approve the deal.

Broadcom's Acquisition of VMware: A Major Growth Catalyst

Intel

Lam Research

Chip stocks underperformed the broader market Thursday after the semiconductor industry logged its 11th month in a row of steep losses from the year-ago period.

Chip stocks lag market as semiconductor sales decline for 11th straight month

News for Broadcom Stock (AVGO)