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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

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Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

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Current liabilities

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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

Charter Communications

Comcast

PALO ALTO, Calif. and STAMFORD, Conn. and PHILADELPHIA, Sept. 25, 2024 /PRNewswire/ -- Broadcom Inc., Charter Communications, and Comcast today announced a joint development of Unified DOCSIS chipsets for network nodes, smart amps, and cable modems, enabling both FDX and ESD versions of the DOCSIS 4.0 specification, and setting the stage to deliver upwards of 25 Gbps speeds over existing networks. This specification brings together all the benefits of both DOCSIS ESD and DOCSIS FDX and includes support for both mid-split and high-split configurations.

Broadcom, Charter Communications and Comcast to Jointly Develop Unified DOCSIS Chipsets Capable of 25Gbps Speeds

Intel has lost its luster over the past decade. Broadcom's stock has soared by nearly 500% during the same period.

Forget Intel: Buy This Magnificent Semiconductor Stock Instead

NEW CASTLE, Del.--(BUSINESS WIRE)-- #400G--FS introduces 400G and 800G AI Ethernet switches with Broadcom Tomahawk 5, offering 51.2 Tbps capacity and supporting lossless RoCEv2 networking.

FS Unveils 51.2T 400G and 800G AI Ethernet Switches Powered by Broadcom Tomahawk 5

Broadcom targets a $150 billion AI semiconductor market with 30-40% annual growth, driving significant revenue potential. Fiscal 2024 AI revenues projected at $12 billion, growing 33% YoY, with $16 billion expected in 2025. Key AI customers include Google, Meta, and ByteDance, with potential collaboration from OpenAI further strengthening market position.

Why Broadcom Is AI's Big Winner

3 Dividend Stocks to Double Your Position In

Earlier this month, semiconductor stalwart Broadcom Inc (NASDAQ:AVGO) shed by 10.4% after a dismal earnings report.

Call Traders Cheer Resurgent Broadcom Stock

Broadcom Sian Family of DSPs Enable Best-in-Class 800G and 1.6T Optical Transceivers Broadcom Sian Family of DSPs Enable Best-in-Class 800G and 1.6T Optical Transceivers

Broadcom Delivers Industry Leading 200G/lane DSP for Gen AI Infrastructure

Alphabet

Microsoft

Thanks to an acquisition in 1998, Berkshire Hathaway became the owner of a specialty investment fund that now manages $602 million in assets. The asset managers of Buffett's secret portfolio have been net-sellers of stocks over the past two years.

Warren Buffett's Secret Portfolio Is Dumping Shares of 3 Supercharged Artificial Intelligence (AI) Stocks (No, Not Nvidia!)

ASML Hld

Legendary hedge-fund pioneer Steven Cohen is best known for founding SAC Capital Advisors, one of the most successful hedge funds ever created.

Steve Cohen's Point72 Is Dumping These AI Stocks

NVIDIA

Nvidia and Broadcom are two chip stocks that recently issued stock splits.  Nvidia looks unstoppable after posting another quarter of strong growth despite increasing competition.

2 Stock-Split Stocks to Buy Before 2025

A $10,000 investment in Broadcom around the time of its IPO would now be worth close to $1 million. The company could be the next big AI winner through its custom chips and networking components.

Is Broadcom a Millionaire-Maker Stock?

Allstate

American Express

Bank of America

Cigna

Carlisle Companies

Cintas Corp

D.R. Horton

Dick's Sporting Goods

Comfort Systems USA

Goldman Sachs

Hartford Financial Services Group

Hamilton Lane

KLA-Tencor

Eli Lilly

Monolithic Power Systems

NRG Energy

NetApp

Universal Display

PulteGroup

Tetra Tech

Wingstop

This article focuses on selecting high-growth dividend stocks with rapidly growing dividends rather than high current yields. 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. The article provides criteria for selecting high-growth dividend stocks. It offers a step-by-step guide on structuring a portfolio based on this strategy.

Our Top 10 Dividend Growth Stocks - September 2024

Easing monetary policy and significant investments in data centers from major players like BlackRock, Microsoft, and Nvidia position Broadcom to benefit from AI infrastructure demand. Stellar recent financial performance, coupled with a strong full-year AI revenue guidance boost, suggests that the integration of VMware is progressing well. AVGO's valuation is attractive compared to peers, with a fair value estimated at $865 billion.

Broadcom: More Growth Ahead

The custom AI chip market could be worth an estimated $150 billion in several years. Broadcom's AI sales accounted for nearly one-quarter of revenue in the third quarter.

3 Reasons to Buy Broadcom Stock Like There's No Tomorrow

Advanced Micro Devices

Direxion Daily Semiconductor Bull 3x Shares

iShares PHLX Semiconductor ETF

AI stocks, especially semiconductor companies like Nvidia, have outperformed the S&P and Nasdaq since 2021 but come with high volatility and risk. The SOXX ETF offers a better risk-return ratio compared to the leveraged SOXL, making it a safer choice for investors. Reducing volatility to 14% for individual stocks like Nvidia, Broadcom, and AMD can still yield impressive returns while managing risk.

Survival Of The Fittest: How Much AI Do You Trade?

Super Micro Computer

Stock splits are becoming more common during the AI boom. Stock splits don't change the fundamentals of a stock or the business.

3 Artificial Intelligence (AI) Stock-Split Stocks That Could Help Set You Up for Life

Broadcom's strong portfolio and expanding AI offerings make its top-line growth prospects bright. However, prospects don't justify premium valuation currently.

Broadcom Rises 45% Year to Date: How Should You Play AVGO Stock?

ARM Holdings PLC

Taiwan Semiconductor Manufacturing

The Federal Reserve lowered interest rates by 50 basis points yesterday. The move should favor increased investment in artificial intelligence (AI) infrastructure.

Why Artificial Intelligence (AI) Stocks Broadcom, TSMC, and Arm Holdings Were Moving Higher Today

The strongly bullish sentiment surrounding Broadcom (NASDAQ: AVGO) that was prevalent in late August was seemingly completely squashed at the start of September due to the publishing of a relatively disappointing earnings report and the broad stock market selloff.

Broadcom stock price target for 2025

Six U.S. technology companies are currently valued at $1 trillion or more, but one more could be set to join them. Broadcom has a growing presence in artificial intelligence (AI), which is driving explosive demand for its semiconductor products.

1 Stock-Split Stock Set to Join Nvidia, Apple, Microsoft, Amazon, Alphabet, and Meta In the $1 Trillion Club

A Wall Street analyst initiated coverage of three semiconductor stocks with buy ratings, citing their exposure to the artificial intelligence boom.

Nvidia, Two Other Chip Stocks Earn Fresh Buy Ratings On AI Prospects

Vistra Energy

Warner Bros Discovery Inc

Broadcom, Warner Bros. Discovery, Super Micro Computer, Vistra and AES Corp are included in this Analyst Blog.

The Zacks Analyst Blog Broadcom, Warner Bros. Discovery, Super Micro Computer, Vistra and AES Corp

Broadcom's strong 3Q24 results and substantial pullback present a compelling contrarian buying opportunity, especially for dividend-growth investors. The company enjoys enormous sales momentum and high margins, driven by AI-tailored hardware products and positive effects from the VMware merger. Broadcom's impressive dividend growth and consistent profit returns make it a valuable long-term investment, with a current yield of 1.3%.

Broadcom: A Contrarian Buy

Procter & Gamble

Toll Brothers

The Fed is committing to rate cuts. What a homebuilder, chip stock and consumer packaged goods stock tell us about rates.

Watch These Three Stocks As Fed Interest Rate Cuts Loom

Broadcom is experiencing year-over-year revenue growth in the double digits. The company's acquisition of VMware is a key factor in its AI strategy.

News for Broadcom Stock (AVGO)