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 Q2 2021

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Earnings data Q1 2024

Earnings data Q2 2024

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Earnings data Q4 2024

Earnings data Q1 2025

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.

Broadcom excels in FY 2024, driven by AI and acquisitions

Broadcom delivered exceptional financial performance in FY 2024, driven by strategic acquisitions and a focus on high-growth areas like AI. The company's strong cash flow and dividend increase reflect financial stability and shareholder value.

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

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Change in working capital

Cash from investing

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Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Encouraging news about the path of consumer prices sent risk assets soaring again.

Stock Market Today: Muted Inflation Data Sparks Relief Rally

AVGO's robust growth prospects are driven by the growing hyperscaler demand for custom ASICs, one that is likely to be a top/ bottom-line driver through FY2027. If anything, the management has already hinted at an accelerated CAGR of +83.1% from the FY2024 AI accelerators/ networking revenue base from $12.2B in FY2024 to $75B in FY2027. Assuming that AVGO delivers on its long-term growth guidance of approximately ~30% through FY2027, we believe that the stock remains compelling for high growth oriented investors.

Broadcom: Custom Compute Chips Remain Growth Tailwinds - Buy The Upcoming Correction

Astera Labs Inc

NVIDIA

An analyst is optimistic about the growth prospects for Nvidia's latest graphics processing unit.

3 Chip Stocks to Buy for 2025, According to Morgan Stanley

After spending most of the year struggling to break through, Broadcom (NASDAQ: AVGO) stock experienced a pronounced move to the upside in mid-December. The catalyst was quite simple — on December 12, the semiconductor company released its Q4 and full-year 2024 earnings report.

Monster insider trading alert for Broadcom stock

Arista Networks

Deckers Outdoor

Super Micro Computer

Stock splits generate plenty of buzz when they are announced. They offer investors an opportunity to buy more shares of their favorite companies.

3 Stock Split Stocks To Load Up On

Broadcom's stock is bucking Friday's tech-sector declines as a Jefferies analyst highlighted rosy pricing and earnings-growth opportunities.

Why Broadcom's stock is this analyst's top chip pick for 2025, with 37% upside

Broadcom Inc. reported its 4QFY24 earning results and outlook this month, causing the stock to skyrocket by +30% on the one-month chat. We like the stock for its unique position in AI custom ASIC with its own set of hyperscaler customers, and expect that to drive outperformance in 1H25. It's not all rainbows and butterflies; we see a risk for AVGO in 2H25 on the loss of Apple's business, a +20% customer of the company.

Our Twist Take On Wall Street's New Sweetheart: Upgrading Broadcom To Buy

In today's video, I discuss Broadcom (AVGO -2.37%), its business strategy, growth opportunities, potential risks, and why artificial intelligence stock investors should not ignore this semiconductor stock.

Could This AI Stock Be the Next Nvidia?

Broadcom Inc AVGO chief Hock Tan expressed enormous conviction over the sustainability of the artificial intelligence frenzy as Alphabet Inc GOOG GOOGL Google, Meta Platforms Inc META and TikTok parent ByteDance splurged on designing custom processors that accelerate training and deployment of AI systems, the Financial Times reports.

Broadcom Expects Decade-Long AI Chip Boom as Big Tech Invest Billions

Intel

Broadcom's CEO says he's too busy riding the AI wave to consider a takeover of rival Intel. In an interview with the Financial Times, Hock Tan said he had no interest in "hostile takeovers.

Broadcom's CEO plays down an Intel bid: 'No hostile offers'

Advanced Micro Devices

Semiconductor stocks are a great area to invest in. The industry had a strong 2024 with global sales up 19% year over year and more growth expected in 2025.

Better Semiconductor Stock: AMD vs. Broadcom

It has been an eventful year for investors in Broadcom (AVGO -2.37%). The stock has more than doubled in value over the past 12 months.

Why This AI Company Could Be the Best Stock-Split Buy Heading Into 2025

Cava Group, Inc.

CyberArk Software

Datadog

Gilead Sciences

Palantir Technologies

Cash is Down, Valuations Are Up, but Stay Invested

Move over, software darlings. The future of tech is being etched in silicon, and chipmakers like NVIDIA Corp NVDA and Broadcom Inc AVGO are writing the playbook.

EXCLUSIVE: Nvidia, Broadcom Tipped To Dominate AI Compute Wave By Kurv CEO

Broadcom's stock has surged higher in 2024, driven by the promise of synergies from the VMware acquisition and robust AI revenue growth. AI networking revenue soared 158% year-on-year in its fiscal fourth quarter, bolstered by increased AI XPU shipments and significant growth in AI connectivity revenue. The company's recent earnings report highlights a solid performance, reinforcing my buy recommendation.

Riding The AI Wave: Why Broadcom Deserves A Spot In Your Portfolio

JPMorgan Chase analysts have an optimistic outlook on the semiconductor industry heading into 2025, with year-on-year sales growth projected between 10% and 12%. This is expected to outpace the automotive and other industrial sectors thanks to ongoing demand for high-end artificial intelligence chips.

These three semiconductor companies will steer US market in 2025, says JPMorgan

Shares of Broadcom (AVGO -6.91%) are suddenly soaring. The diversified semiconductor company impressed the market with its fiscal 2024 fourth-quarter earnings report last week, in particular its artificial intelligence (AI) growth.

1 Wall Street Analyst Thinks Broadcom Is Going to $260. Is It a Buy Now?

Taiwan Semiconductor Manufacturing

Because of his more than 40-year history on Wall Street, Stanley Druckenmiller is not some unknown investor, but the billionaire is not a household name in the way stock market legends Warren Buffett and Peter Lynch are.

Billionaire Stanley Druckenmiller Dumps Nvidia and Palantir And Bought These 2 AI Stocks Instead

When it came to artificial intelligence (AI) infrastructure in 2024, Nvidia (NVDA -1.14%) reigned supreme. However, Broadcom (AVGO -6.91%) will be looking to challenge the chipmaker in 2025.

Nvidia vs. Broadcom: Which Is the Better AI Chip Stock to Own in 2025?

Chipmaker Broadcom's (AVGO) latest earnings-fueled rise has made it the newest member of the $1 trillion dollar club. But what's next for the stock?

Will Broadcom Stock Have Its 'Nvidia Moment' in 2025?

The fourth quarter has been packed with important data releases. In November, investors received hundreds of earnings reports from Wall Street's most-influential businesses, the much-anticipated election results, and numerous economic data releases that offer clues as to the steps the nation's central bank might take next.

Billionaire Stanley Druckenmiller Sold 95% of Duquesne's Stake in Palantir and Is Piling Into This Trillion-Dollar Artificial Intelligence (AI) Stock Instead

Broadcom's stock surged due to exceptional 1Q25 results, joining the $1 trillion market valuation club, driven by AI advancements and a strong Apple partnership. Broadcom's consistent profit outperformance, 51.2% YoY sales growth in 4Q24, and a bullish 1Q25 sales forecast highlight its robust financial health and growth potential. The multi-billion dollar Apple collaboration enhances Broadcom's competitive edge in AI chip development, positioning it to rival Nvidia and drive future sales and profit growth.

Broadcom: Joining The $1 Trillion Club

Eli Lilly

Moderna

The incredible returns equity investors have seen in 2024, and over the past couple months for that matter, have been incredible.

This Feels Like the Post-Pandemic Rally. 3 Stocks to Buy If It Is

Apple

AbbVie

AGNC Investment

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 Nova Scotia

BRT Apartments

Blackstone Group

Blackstone Secured Lending Fund

Colgate-Palmolive

Canadian Imperial Bank of Commerce

Cisco Systems

Capital Southwest

In November, I invested $1,400 primarily in Business Development Companies, boosting my yearly dividend income by $148, with a YTD total exceeding $1,400. My portfolio achieved all-time highs, driven by a strong earnings season and a dovish Fed, with BDCs like Goldman Sachs BDC and Blackstone Secured Lending Fund as key picks. November's dividend income hit a record $620, a 20% Y/Y growth, mainly due to ongoing investments into Hercules Capital.

My Dividend Stock Portfolio: New November Dividend Record - 97 Holdings With 18 Buys

Marvell Technology

Both Broadcom and Marvell have talked about big potential opportunities for their custom ASIC chips.

News for Broadcom Stock (AVGO)