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

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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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.

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Cost of revenue

Gross profit

Operating expenses

SG&A

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Operating income

EBITDA

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Cash & equivalents

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Net PPE

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Stockholders equity

Minority interest

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Book value per share

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Cash from investing

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Purchase/sale of business

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Change in stock

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Cash from other sources

Net change in cash

Free cash flow

Kulicke & Soffa Industries

Getty Realty

On 6/21/23, Getty Realty, Broadcom, and Kulicke & Soffa Industries will all trade ex-dividend for their respective upcoming dividends.

Ex-Dividend Reminder: Getty Realty, Broadcom And Kulicke & Soffa Industries

Connected by Broadcom, new Wi-Fi chipset solutions enable next generation smartphone and access point platforms to expand market adoption Connected by Broadcom, new Wi-Fi chipset solutions enable next generation smartphone and access point platforms to expand market adoption

Broadcom Announces Availability of Second-Generation Wi-Fi 7 Wireless Connectivity Chips

Semiconductor giant Broadcom Co. NASDAQ: AVGO stock has rocketed 35% in the past month, fueled by the artificial intelligence (AI) mania. Broadcom is a significant benefactor from its customers' robust deployment of generative AI.

Here's How Broadcom Gains on Generative AI Deployment

JPMorgan Chase & Co

Shopify

There are several candidates to be among the next trillion dollar companies. Tesla shocked many investors during the pandemic and trounced short sellers on its path to becoming a trillion dollar company.

Beyond Tesla: Best Bets for the Next Trillion Dollar Companies

Apple

AbbVie

Caterpillar

Chevron

Coca-Cola

Pfizer

There are several reasons to seek out high-cash-flow stocks. In the simplest terms, companies that generate strong cash flow can pay – and increase – dividends, develop new products and buy back shares among other things.

Unlock the Potential of These 7 Cash-Flow Machines

When it comes to semiconductor stocks in recent weeks, Nvidia Corp NASDAQ: NVDA may have been grabbing most of the headlines, but they're not the only chipmaker whose stock has been soaring. Shares of Broadcom Inc NASDAQ: AVGO, with a market cap about a third the size of Nvidia's, have also been enjoying a near-vertical rally.

Broadcom: All-Time Highs But Still Good Value

Albemarle

Advanced Micro Devices

ASML Hld

Ford Motor Company

Palantir Technologies

SolarEdge Technologies

The next group of stocks in economic supercluster already emerged in the form of the so-called ‘Magnificent 7' stocks. That group includes Apple (NASDAQ: AAPL ), Amazon (NASDAQ: AMZN ), Alphabet (NASDAQ: GOOG GOOGL ), Microsoft (NASDAQ: MSFT ), Meta Platforms (NASDAQ: META ), Nvidia (NASDAQ: NVDA ), and Tesla (NASDAQ: TSLA ).

7 Stocks Forming the Next ‘Economic Supercluster'

Alibaba

McDonald's

Ralph Lauren

Starbucks

Toyota Motor

The benchmark S&P 500 index experienced losses in 11 of 47 years between 1975 and 2022. That alone proves the stock market generates far more returns than losses.

Top 7 Long-Term Investment Stocks for Future Millionaires

Adobe

Intel

Jabil

Kroger

NVIDIA

UnitedHealth Group

Premarket action on Thursday had the three major U.S. indexes trading lower. The Dow Jones industrials were down 0.25%, the S&P 500 down 0.40% and the Nasdaq 0.68% lower.

Morning Blast: Mega-caps and Semiconductors: Investors' New Safe Space?

Broadcom shows strong potential for future growth backed by its robust financials, expanding markets, and upcoming acquisitions. With a significant brand presence and heavy investment in R&D, Broadcom's increasing revenues are supported by growth in the semiconductor market and the infrastructure software market. Despite potential risks from the highly cyclical semiconductor market and increasing competition, Broadcom's imminent VMware acquisition, anticipated market growth, and positive ESG commitments make it a strong investment.

Broadcom: An Optimistic Outlook

Texas Instruments

Investing in dividend stocks is an excellent way to generate passive income in the long run.

Best Dividend Stock to Buy: Broadcom vs. Texas Instruments

Intel is trying to win over big chip designers from TSMC, and has landed a few victories. Broadcom remains loyal to its suppliers and indicated it has to meet several criteria to move from its primary wafer supplier TSMC.

Did Broadcom Just Deal a Blow to Intel's Fledgling Foundry Services Business?

Accenture Plc

Agree Realty

Automatic Data Processing

AGCO

Amgen

Amazon

Air Products and Chemicals

Ares Capital

Alexandria Real Estate Equities

AvalonBay Communities

Booz Allen Hamilton Hld

Brookfield Asset Management

Brookfield Renewable Partners

SPDR Bloomberg 1-3 Month T-Bill ETF

Blackrock Inc

Bristol-Myers

Brookfield Corp

Broadridge Financial

British American Tobacco

Blackstone Group

My passive income stream increased by 25.59% YoY in April 2023 and 40.02% YoY in May 2023, with a year-to-date growth of 29.99%. I have been taking advantage of high yields on money market funds and short-term treasury ETFs, transitioning about 6.5% of my total portfolio value from a 0% yield into a high-yielding position. I have been making selective reinvestments and trades to increase my passive income stream and accelerate my journey towards financial freedom.

Nicholas Ward's Dividend Growth Portfolio: April And May Review

Microchip Technology

Marvell Technology

Broadcom, Marvell and Microchip are affordable alternatives for investors eyeing the booming AI market.

3 Semiconductor Stocks Poised to Benefit From the AI Revolution

Broadcom and Marvell are confident that AI can be a tailwind push for revenue growth.

2 Chip Stocks Surging Ahead in the AI Race

Connected by Broadcom, the Wi-Fi access point platform with FiFEM delivers up to 40% reduction in RF front end module power Connected by Broadcom, the Wi-Fi access point platform with FiFEM delivers up to 40% reduction in RF front end module power

Broadcom Introduces FiFEM, The World's First Wi-Fi RF FEM with Filter Integration Optimized for Wi-Fi 7 Access Points

We're downgrading Broadcom Inc. stock to a hold after fiscal Q2 2023 earnings results, as we expect growth to moderate toward 1H24. While management continues exercising operational discipline with double-ordering, we expect a growth rate slowdown in FY2023 due to inventory correction cycles coupled with weaker capex spending resulting from macro headwinds. Additionally, we believe investors are getting too excited about Broadcom's prediction of AI-related sales doubling this year and accounting for 25%-plus of semiconductor revenue in FY2024.

Broadcom: Downgrading To Hold, Growth Slowdown Despite AI Hype

Just 10 stocks are doing all the lifting on the S&P 500 this year. But it's looking like too much of a good thing, Morningstar says.

It's Time To Sell 3 Of The S&P 500's 10 Best Stocks, Says Morningstar

Broadcom Inc.'s AI exposure is expected to increase to 25% of semiconductor revenues next year. AI switches to grow from 15% in FY23 (~$4bn) to 25% of semi revenues in FY24. Altogether, I believe that around 20% of Broadcom's total revenues next year will come from AI exposure. Broadcom is one of the cheapest semiconductor stocks, at 19x this year's free cash flow.

Broadcom: AI Exposure Should Grow Rapidly

Broadcom reported fantastic results in its most recent quarterly update.

Is Broadcom Stock a Buy Right Now?

Broadcom Inc. (NASDAQ:AVGO ) Bank of America 2023 Global Technology Conference Call June 6, 2023 3:30 PM ET Company Participants Hock Tan - President & Chief Executive Officer Conference Call Participants Vivek Arya - Bank of America Securities Vivek Arya All right. Good afternoon.

Broadcom Inc. (AVGO) Bank of America 2023 Global Technology Conference Transcript

Broadcom investors are celebrating the company's AI tailwinds as AVGO surged to new highs. However, keen investors should have noticed a bearish reversal last week amid the madness as investors chased AI stocks. Broadcom is exposed to Nvidia's tailwinds, but it's not purely an AI play. Therefore, it's essential to be mindful of not overhyping its opportunities.

Broadcom: Trees Don't Grow To The Sky

Nvidia GPUs will be in high demand for accelerated computing and AI. However, there are more semiconductors needed from other companies to make these complex AI systems work.

3 AI Chip Stocks Much Cheaper Than Nvidia

Broadcom once again bucked the chip sector downturn, growing its sales by 8% last quarter. The company's chip designs for AI should provide further growth over the next 18 months.

Broadcom's Bet on AI Makes It a Top Dividend Stock for the 2020s

News for Broadcom Stock (AVGO)