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

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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.

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

Advanced Micro Devices

Marvell Technology

In today's video, I discuss recent updates impacting Nvidia (NVDA -4.18%) and three semiconductor stocks that can benefit from the current artificial intelligence market. To learn more, check out the short video, consider subscribing, and click the special offer link below.

3 Semiconductor Stocks (Not Named Nvidia) to Benefit From Huge AI Chip Demand

The latest trading day saw Broadcom Inc. (AVGO) settling at $164.82, representing a +0.36% change from its previous close.

Broadcom Inc. (AVGO) Outperforms Broader Market: What You Need to Know

NVIDIA

Among the companies benefiting from artificial intelligence (AI) entering the mainstream are semiconductor giants Broadcom (AVGO 1.48%) and Nvidia (NVDA -1.85%). The arrival of AI supercharged sales for both businesses as customers sought the necessary hardware and software to implement AI into their organizations.

Better Artificial Intelligence Stock: Broadcom vs. Nvidia

Microsoft

Super Micro Computer's stock soared more than 30% on Nov. 19 after it appointed a new independent auditor and submitted a compliance plan to Nasdaq to avoid a potential delisting. Those announcements addressed its two pressing issues: the departure of its auditor Ernst & Young in October, and a delayed filing for its 10-K report, which could cause its stock to be delisted.

Should You Forget Super Micro Computer and Buy These 2 Millionaire-Maker AI Stocks Instead?

It's a good time to invest in the fast-growing artificial intelligence (AI) industry. The market for AI is expected to surpass $184 billion this year, and forecast to reach more than $826 billion by 2030.

Better Artificial Intelligence Stock: Broadcom vs. AMD

Ken Griffin is arguably one of the most successful investors of all time. He made a name for himself when he shorted stocks just ahead of the 1987 market crash that came to be known as "Black Monday.

Does Billionaire Ken Griffin Know Something Wall Street Doesn't? The Citadel Chief Sold More than Half His Broadcom Stock and Is Piling Into Another Artificial Intelligence (AI) Stock-Split Stock Instead

Apple

Adams Diversified Equity Fund

Blackrock Inc

Bristol-Myers

ConocoPhillips

Cisco Systems

Chevron

EOG Resources

Enterprise Products Partners

Energy Transfer LP Unit

SPDR Gold Trust

SPDR Gold MiniShares Trust

Alphabet

Home Depot

JPMorgan Nasdaq Equity Premium Income ETF

New Linde PLC

Eli Lilly

Lockheed Martin

Altria

MPLX

Marathon Oil

We present a highly diversified yet simple portfolio of 10 positions, with 9 funds and one individual MLP stock. The portfolio has been designed for retirees and investors planning for retirement, with a 6% current income yield and potentially 6% plus dividend growth. The portfolio presented uses a hands-off approach, and it is diversified among many asset classes as well as different sectors of the economy to be able to withstand different economic cycles in the next 10 years.

Potential $5,000 Monthly Income: 10 Investments To Buy And Hold For Next 10 Years

American Tower

Alexandria Real Estate Equities

Artesian Resources

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Bitwise Crypto Innovators ETF

Coinbase

EastGroup Properties

Goldman Sachs

Hannon Armstrong Sustainable Infrastructure Capital

iShares U.S. Broker-Dealers & Securities Exchanges ETF

SPDR S&P Insurance ETF

SPDR S&P Regional Banking ETF

Gladstone Land

Global X MLP & Energy Infrastructure ETF

Morgan Stanley

ONEOK

Rexford Industrial Realty

Some stock sectors exhibit dangerous euphoria, reminiscent of Icarus flying too close to the sun, risking a significant correction. Post-election optimism has inflated valuations in midstream energy, regional banks, investment banks, and insurance companies, raising concerns about sustainability. The threat of mass deportations could impact agricultural REITs like Gladstone Land, affecting labor supply and lease structures.

7 Stocks I'm Buying In Defiance Of Post-Election Euphoria

Will Chip Giant Broadcom Be the Next $1 Trillion Company?

Here is how Broadcom Inc. (AVGO) and American Superconductor (AMSC) have performed compared to their sector so far this year.

Has Broadcom (AVGO) Outpaced Other Computer and Technology Stocks This Year?

AbbVie

AGNC Investment

Antero Midstream Partners

Ares Capital

Apollo Commercial Real Estate Finance

Boeing

Alibaba

Bank of America

BASF SE

B&G Foods

bluebird bio

Bank of Montreal

Bank of Nova Scotia

BRT Apartments

Blackstone Group

Blackstone Secured Lending Fund

Colgate-Palmolive

Canadian Imperial Bank of Commerce

Investment activity in October focused on Business Development Companies, with $1,300 added to the market. Adjusted dividend income in October of $789, up 25% Y/Y and up 11% sequentially. Main picks included Blackstone Secured Lending, Goldman Sachs BDC, and Midcap Financial Investment Corporation.

My Dividend Stock Portfolio: New October Dividend Record - 100 Holdings With 15 Buys

Broadcom's AI segment is expected to generate 25% of its revenue in 2024, benefiting from partnerships with OpenAI and diversification efforts. Despite risks from Apple's in-house chip development, Broadcom's VMware acquisition has reduced reliance on hardware, expanding its software footprint to 46% of revenue. Trading at a Forward P/E of 26.6x for FY25, Broadcom offers an attractive valuation compared to Nvidia and in line with AMD.

Broadcom's Winning Formula: AI, Diversification, And Market-Beating Returns

Broadcom's strategic VMWare acquisition has reduced dependency on major clients like Apple and diversified revenue. AVGO's critical role in Internet and AI infrastructure, with 99% of Internet traffic passing through at least one Broadcom chip, underscores its market strength. The near-term success and potential long-term value of the VMWare deal validate Broadcom's effective M&A strategy.

Broadcom Has Changed Significantly In The Last Year

Super Micro Computer

Dalio dumped more than 1.8 million shares of Wall Street's favorite artificial intelligence (AI) stock and respectively quadrupled and 10X'd Bridgewater's position in two other AI stock-split stocks.

Billionaire Ray Dalio Sold 27% of Bridgewater's Stake in Nvidia and Is Piling Into 2 Artificial Intelligence (AI) Stock-Split Stocks

JPMorgan Chase & Co

Williams

Key Points The stock market is overbought, and investors should tread carefully now.

Wells Fargo ‘Focus List' Blue Chip Dividend Stocks Could Outperform the S&P 500

Broadcom (NASDAQ:AVGO) stock has been one of the hottest semiconductor picks over the past two years, more than tripling to an astounding 220% gain.

Will Broadcom Be the Next AI Stock To Split Again?

News for Broadcom Stock (AVGO)