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.

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Book value per share

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Cash from other sources

Net change in cash

Free cash flow

Broadcom has proven its semiconductor strength is second to none. With a great quarter and guidance for sustained semiconductor growth, Broadcom has the most enticing semiconductor operation in the business.

Broadcom Has Compelling Semiconductor Strength During These Trying Times

We projected Broadcom's Ethernet switch product revenue growth at an average of 22.2% through 2026 based on unit and ASP growth following the launch of its industry-first 51.2Tbps Tomahawk 5. As the company plans to introduce its co-packaged optics leveraging its silicon photonics portfolio with its Ethernet chips, we projected its growth based on the market CAGR of 25%.

Broadcom: Networking Segment Driving Double-Digit Revenue Growth

Microsoft

Although most of the headlines throughout 2022 have been negative, we've had several positive acquisition announcements.

3 Acquisitions in 2022 With Major Upside

Analog Devices

GlobalFoundries

Marvell Technology

NXP Semiconductors

ON Semiconductor

STMicroelectronics NV ADR RegS

Wall Street firm BofA Securities on Friday identified seven semiconductor stocks that it believes can withstand the current market downturn. The post BofA Thinks These 7 Chip Stocks Can Weather Current Market Downturn appeared first on Investor's Business Daily.

BofA Thinks These 7 Chip Stocks Can Weather Current Market Downturn

Broadcom (AVGO) is delivering its Trident 4C Ethernet switch ASIC to address the growing security issues with increasing network bandwidth.

Broadcom (AVGO) Ships Trident 4C Ethernet Switch ASIC for Safety

Intel

SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel and Broadcom showcase the industry's first cross-vendor Wi-Fi 7 demonstration, with over-the-air speeds greater than 5 gigabits per second.

Intel and Broadcom Achieve Major Wi-Fi 7 Industry Milestone

The semiconductor segment is putting up record numbers in spite of some lingering industry woes.

Is Broadcom Stock a Buy After Shaking Off Chip Demand Worries?

VMware

Analysts were skeptical of the Broadcom-VMware merger from the start. And Insider reporting uncovered employee and customer frustrations.

Everything we know about what's going on at VMware as employees leave in droves ahead of the $61 billion Broadcom acquisition

Applied Materials

Advanced Micro Devices

ASML Hld

Lam Research

Micron Technology

NVIDIA

QUALCOMM

Taiwan Semiconductor Manufacturing

Texas Instruments

Semiconductor stocks have been great outperformers over long periods, but their movement this year underscores how cyclical the industry can be.

12 semiconductor stocks bucking the downcycle trend

Broadcom bounced from an institutional bottom following the Q3 earnings release and it may move higher, leading the chip sector with it.

Broadcom Bounces From Institutional Bottom

Broadcom reported strong FY Q3 results, along with higher management guidance for Q4. The Wall Street analyst consensus rating continues to be bullish and the expected 12-month return has gotten higher as the shares have sold off.

Broadcom: Q3 Results Reinforce The Positive Outlook

AbbVie

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These top dividend stocks are attractive at these levels and lower, and they add excellent diversity to a long-term investing portfolio.

10 Best Dividend Stocks to Buy Now in September

Broadcom's (AVGO) third-quarter fiscal 2022 results benefit from an increase in revenues from the Semiconductor solution and Infrastructure software segments.

Broadcom (AVGO) Beats Q3 Earnings Estimates, Revenues Up Y/Y

Just how big of a bargain is Broadcom stock?

Why Broadcom Stock Popped on Friday

Semiconductor device maker Broadcom (NASDAQ: AVGO ) knocked it out of the park with across-the-board beats in its third-quarter fiscal 2022 report. Furthermore, Broadcom's revenue guidance came in above Wall Street's expectation.

Broadcom (AVGO) Stock Pops on Q3 Earnings Beat

Shares of Nvidia, Micron and Intel are rising modestly after fellow chip maker Broadcom said it expected 'solid demand' to continue in its fiscal fourth quarter.

Chip Stocks Edge Higher as Broadcom Issues Solid Forecast

Broadcom Inc. (NASDAQ:AVGO ) Q3 2022 Results Conference Call September 1, 2022 5:00 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President and CEO Kirsten Spears - CFO Charlie Kawwas - President, Semiconductor Solutions Group Conference Call Participants Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Vivek Arya - Bank of America Harlan Sur - JPMorgan Timothy Arcuri - UBS William Stein - Truist Securities Aaron Rakers - Wells Fargo Harsh Kumar - Piper Sandler Vijay Rakesh - Mizuho Joseph Moore - Morgan Stanley Toshiya Hari - Goldman Sachs Pierre Ferragu - New Street Research Operator Welcome to Broadcom Inc.'s Third Quarter Fiscal Year 2022 Financial Results Conference Call. At this time, for opening remarks and introductions, I would now like to turn the call over to Ji Yoo, Head, of Investor Relations of Broadcom Inc. Ji Yoo Thank you, Sherri, and good afternoon, everyone.

Broadcom Inc. (AVGO) Q3 2022 Earnings Call Transcript

Broadcom is a rare tech stock featuring strong growth, huge dividends, and share repurchases. The latest quarter showed more of that strong growth and the company guided for another solid fourth quarter.

Broadcom Jumps After Q3 Earnings: What To Know

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of 1.14% and 0.70%, respectively, for the quarter ended July 2022. Do the numbers hold clues to what lies ahead for the stock?

Broadcom Inc. (AVGO) Q3 Earnings and Revenues Beat Estimates

Broadcom Inc (NASDAQ: AVGO) reported market-beating results for its fiscal third quarter on Thursday. Shares are in the green after the bell as the chipmaker issued upbeat guidance on “solid” demand as well.

Broadcom stock: does it have more upside after a strong Q3?

Broadcom Inc. shares rose in the extended session Thursday after the chip and software company's quarterly results and outlook surpassed Wall Street expectations and its chief executive said demand was “solid” going into the fourth quarter.

Broadcom results, outlook breeze past Wall Street expectations, stock ticks higher

Semiconductor company Broadcom Inc forecast fourth-quarter revenue above Wall Street targets on Thursday, banking on strong demand for its chips used in servers and networking equipment.

Broadcom forecasts upbeat revenue on strong data center, wireless demand

Chipmaker and infrastructure software provider Broadcom beat Wall Street's targets for its fiscal third quarter and guided higher for the current period. The post Broadcom Stock Rises As Chipmaker Delivers Beat-And-Raise Report appeared first on Investor's Business Daily.

Broadcom Stock Rises As Chipmaker Delivers Beat-And-Raise Report

Cash from operations of $4,424 million for the third quarter, less capital expenditures of $116 million resulted in $4,308 million of free cash flow, or 51 percent of revenue  Quarterly common stock dividend of $4.10 per share, FY22 annual common stock dividend of $16.40 per share Revenue of $8,464 million for the third quarter, up 25 percent from the prior year period GAAP net income of $3,074 million for the third quarter; Adjusted EBITDA of $5,378 million for the third quarter GAAP diluted EPS of $7.15 for the third quarter; Non-GAAP diluted EPS of $9.73 for the third quarter Repurchased and eliminated 3.2 million shares for $1,792 million Fourth quarter revenue guidance of approximately $8.9 billion, an increase of 20 percent from the prior year period Fourth quarter Adjusted EBITDA guidance of approximately 63 percent of projected revenue (1 ) SAN JOSE, Calif. , Sept. 1, 2022 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its third quarter of fiscal year 2022, ended July 31, 2022, provided guidance for the fourth quarter of its fiscal year 2022 and announced its quarterly dividends.

Broadcom Inc. Announces Third Quarter Fiscal Year 2022 Financial Results and Quarterly Dividends

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News for Broadcom Stock (AVGO)