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

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

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

Major U.S. equities indexes plunged following the release of the latest employment report, which showed the economy added fewer jobs than expected in August.

S&P 500 Gains and Losses Today: Broadcom Drops as Chipmaker Posts Quarterly Loss

Broadcom (AVGO) shares tumbled Friday after the company's outlook disappointed investors, but analysts were broadly bullish on the stock, suggesting that its recent losses could present an opportunity to buy the dip.

Broadcom's Stock Has Been Slipping. These Analysts Say It's Time To Buy

A big slump in tech stocks thanks to Broadcom's post-earnings slide put pressure on the main indexes too.

Stock Market Today: Dow Dives 410 Points After August Jobs Miss

Broadcom beat estimates on the top and bottom lines, but only slightly. Revenue guidance was a bit weaker than expected.

Why Broadcom Stock Slumped Today

Analysts see long-term strength for Broadcom Inc AVGO after the company reported quarterly financial results.

Broadcom Analysts Highlight Long-Term Potential: 'High-Quality AI Franchise' Could Provide Upside In 2025

Price support for Broadcom stock sits near 130.

Broadcom Stock Option Trade: Profit From Volatility, Sector Rotation With This Butterfly Spread Strategy

Broadcom Inc.'s stock slid 9% Friday, but its two most-active bonds were signaling that bondholders were unfazed by the company's latest earnings report.

Broadcom's most active bonds perk up as stock falls after earnings

AVGO's third-quarter fiscal 2024 results benefit from strong demand for AI networking and VMware solutions. However, shares fall on weak Q4 guidance.

Broadcom Q3 Earnings Beat Estimates, Shares Fall on Weak Q4 Guidance

Broadcom Inc. AVGO is riding high on the wave of strong momentum in its AI semiconductor segment and VMware business.

Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta

Semiconductor stock  Broadcom Inc  (NASDAQ:AVGO) is down 9.1% to trade at $138.97, after the company reported worse-than-expected revenue guidance for its fiscal fourth quarter, overshadowing top- and bottom-line beats for the third quarter.

Broadcom Stock in Freefall After Guidance Disappoints

Broadcom stock is sinking Friday after the chipmaker's outlook fell short, but Wall Street remains bullish. Here's what they're saying.

Why Broadcom Stock Is Still a Buy After Earnings

NVIDIA

Should Nvidia Stock Investors Be Worried About Broadcom's Latest Earnings Report?

Microsoft

Palantir Technologies

Sales of Broadcom's AI-focused chips soared in the second quarter. Palantir's greater push into commercial AI services is paying off.

3 Top Artificial Intelligence Stocks to Buy in September

Broadcom Inc. (NASDAQ: AVGO) recently saw a 7% drop in its stock price following its third-quarter earnings report. Despite surpassing Wall Street estimates, the slight miss in revenue guidance for Q4 caused investor concern.

Broadcom stock drop creates buying opportunity: Jim Cramer bullish on AVGO

Several analysts suggest buying Broadcom's stock on weakness, citing VMware's upbeat performance and a strong AI outlook.

As Broadcom's stock sells off, bulls say you can get this top AI play for cheap

Broadcom stock was falling Friday but analysts expect a more robust pace of AI-related revenue growth in the future.

Broadcom's AI Disappointment Is Nothing to Worry About. Here's Why.

Planet Labs

Smith & Wesson Brands

U.S. stock futures were lower this morning, with the Nasdaq futures dipping around 1% on Friday.

Smith & Wesson Brands Reports Downbeat Results, Joins Planet Labs PBC, Broadcom And Other Big Stocks Moving Lower In Friday's Pre-Market Session

Broadcom's shares slid about 9% in premarket trading on Friday, after the chipmaker's revenue forecast spooked investors betting on robust demand for AI chips to drive strong growth.

Broadcom shares slump as revenue target disappoints investors hoping for big AI boost

Third-quarter revenue jumped 47% year over year to $13.1 billion. Adjusted EPS of $1.24 came in just ahead of analyst expectations.

Broadcom Q3 Revenue Soars 47%

After holding fairly steady with only a modest 0.84% decline during September 5 trading, Broadcom (NASDAQ: AVGO) stock tumbled 9.38% from its close at $152.82 to its latest recorded price of $138.49.

This is why Broadcom (AVGO) stock is crashing

Broadcom (AVGO) shares tumbled nearly 7% in extended trading on Thursday after the chipmaker posted fiscal third-quarter results that topped expectations but issued light revenue guidance for the current quarter. Softer spending in its broadband business and other divisions partially offsetting strength in its artificial intelligence (AI) segments.

Watch These Broadcom Price Levels as Stock Tumbles on Light Revenue Outlook

Broadcom Inc. (NASDAQ:AVGO ) Q3 2024 Earnings Conference Call September 5, 2024 5:00 PM ET Company Participants Ji Yoo - Head, IR Hock Tan - President & CEO Kirsten Spears - CFO Conference Call Participants Vivek Arya - Bank of America William Stein - Truist Securities Ross Seymore - Deutsche Bank Stacy Rasgon - Bernstein Ben Reitzes - Melius Research Karl Ackerman - BNP Paribas Timothy Arcuri - UBS Harsh Kumar - Piper Sandler CJ Muse - Cantor Fitzgerald Christopher Caso - Wolfe Research Christopher Rolland - Susquehanna Aaron Rakers - Wells Fargo Joseph Moore - Morgan Stanley Harlan Sur - JPMorgan Edward Snyder - Charter Equity Research Operator Welcome to Broadcom Inc.'s Third Quarter Fiscal Year 2024 Financial Results Conference Call. At this time, for opening remarks and introductions, I would like to turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. Ji Yoo Thank you, operator, and good afternoon, everyone.

Broadcom Inc. (AVGO) Q3 2024 Earnings Call Transcript

Semiconductor giant Broadcom (AVGO) outperformed estimates on top and bottom lines this afternoon.

Mixed Results Ahead of AVGO Beat, Payrolls Friday

Broadcom Inc. (AVGO) came out with quarterly earnings of $1.24 per share, beating the Zacks Consensus Estimate of $1.20 per share. This compares to earnings of $1.05 per share a year ago.

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

I maintain a “Sell” rating on Broadcom Inc. stock with a fair value of $120 per share following its fiscal Q3 earnings due to concerns over legacy business declines and VMware integration issues. Broadcom's termination of VMware's perpetual license model and controversial pricing changes may drive partners to competitors, risking long-term growth. Despite strong AI ASIC and networking chip prospects, Broadcom's legacy software and integration challenges with VMware hinder overall growth potential.

News for Broadcom Stock (AVGO)