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.

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

Early investors who bought Broadcom at its IPO have seen their investments grow tremendously. Broadcom executed a 10-for-1 stock split in July, meaning investors now have 10 shares for every share they initially purchased.

If You Bought 1 Share of Broadcom at Its IPO, Here's How Many Shares You Would Own Now

Broadcom is a semiconductor bellwether with growing AI exposure. AVGO's AI revenue outlook disappointed the market as investors likely wanted more. I assess that there isn't a structural slowdown in the AI upcycle, suggesting near-term weakness is likely overstated.

Broadcom: A Falling Knife That's Worth Catching

Apple

Cirrus Logic

Apple's iPhone 16 handsets will provide a business lift for component suppliers, especially Cirrus Logic and Broadcom, according to KeyBanc Capital Markets.

These Chipmakers Called Biggest Beneficiaries Of iPhone 16

Broadcom's latest earnings report exceeded Wall Street's expectations. It raised its revenue and adjusted EBITDA guidance for the full year.

Broadcom Stock: 3 Reasons to Buy, 3 Reasons to Sell

Increasing demand for AI-optimized networking solutions and customized AI accelerators are major growth drivers for Broadcom. Apple is well positioned to benefit from increasing consumer demand for its services and an iPhone upgrade cycle.

Billionaires Are Buying These 2 Top Artificial Intelligence (AI) Stocks Hand Over Fist

Broadcom's business is seeing strong AI-related growth. Its other business segments outside of AI and VMware continue to struggle.

Is It Time to Buy the Dip in Broadcom Stock After a Sluggish Forecast Sends Shares Lower?

Broadcom Inc. AVGO stock suffered its worst rout since the pandemic on Friday after the company's tepid revenue forecast discouraged investors who have been betting on robust demand for artificial intelligence (AI) chips to drive the company's growth. But is it the right time to sell the stock, or should you rather remain bullish and consider this as a buying prospect?

Broadcom Selloff Explained! Should You Buy the Dip in AVGO Stock?

Advanced Micro Devices

Nvidia (NASDAQ: NVDA) remains one of the most successful stories in the stock market, fueled by the company's venture into artificial intelligence (AI) space.

Two Nvidia stock rivals to turn $100 into $1,000 in 2025

Broadcom stock is down 15% over the past couple of days.

1 Stock-Split Artificial Intelligence (AI) Stock to Buy Before It Skyrockets 42%, According to Wall Street Analysts

Marvell Technology

Alphabet, Microsoft, Meta Platforms, and more are designing AI chips to reduce reliance on Nvidia solutions.

2 Semiconductor Stocks Helping Big Tech Ditch Nvidia's AI Stronghold

Broadcom shares are already quite pricey, even after a recent pullback. That sell-off was the market's negative reaction to fiscal third-quarter results.

1 Wall Street Analyst Thinks AI Stock Broadcom Is Going to $210. Is It a Buy?

Investors who missed out on Broadcom's NASDAQ: AVGO first post-stock-split dip have another opportunity. Down 10% following its Q3 results and guidance, it is a knee-jerk move driven by market sentiment and not operational quality, which is superb and sets up the market for a trend-following entry.

Broadcom Serves Up a Trend-Following Entry for Investors

Alphabet

It's pretty unnerving to buy the dip as we enter a historically bad month for the stock market.

2 Buy-the-Dip AI Stocks That Are a Better Deal Than Nvidia

NVIDIA

Super Micro Computer

There are two ways to gauge analysts' views about these stocks. The rankings for Nvidia, Broadcom, and Supermicro are different based on which method is used.

Which Stock-Split Stock Does Wall Street Like the Most: Nvidia, Broadcom, or Supermicro?

Broadcom's stock skidded 10% on Friday despite strong Q3 earnings and a beat on the top/bottom line. The company's robust AI-driven growth, high gross margins, and free cash flow profitability reduce investment risks. Broadcom's valuation has become more attractive, now trading at a forward P/E ratio of 22X, down from near-30X earlier this year.

Broadcom: A Golden Buying Opportunity (Rating Upgrade)

Broadcom's stock dropped 10% following a strong 3Q FY2024 earnings result, driven by disappointing 4Q revenue guidance. AI-related revenue showed robust growth, with a 174% YoY increase in 3Q and an optimistic outlook for 4Q and FY2025. The company experienced a deceleration in revenue growth to 4% YoY, excluding VMware's contribution in 3Q, which also results in negative GAAP EPS due to acquisition-related costs.

Broadcom: Strong AI Growth Overshadowed By Disappointing Q4 Revenue Outlook

Nvidia is the biggest player in the chip world right now, but rising competition looms. Super Micro Computer is a close ally of Nvidia, but its business may not be as lucrative as investors think.

Nvidia, Super Micro, or Broadcom? Meet the Artificial Intelligence (AI) Stock-Split Stock I Think Is the Best Buy and Hold Over the Next 10 Years.

Broadcom's Q3 FY24 earnings report showed strong AI revenue growth and successful VMware integration, despite non-AI revenue dragging performance. The company's Infrastructure Solutions segment, boosted by VMware, saw significant growth, while Semiconductor Solutions faced declines in non-AI segments. CEO Hock Tan indicated non-AI revenue deceleration has bottomed, but the stock dropped 10% post-earnings report.

Broadcom's Q3: Robust Progress On Its VMware Integration

Broadcom isn't growing as fast as Nvidia, but it could provide a steadier ride. The company has a diversified business that acts as a foundation of the chip industry.

If I Could Buy Only 1 Chip Stock Other Than Nvidia in September, This Would Be My Top Choice

CrowdStrike

Broadcom should continue to benefit from its AI chips. CrowdStrike's use of AI is helping it maintain a leading position in cybersecurity.

2 Tech Stocks to Buy Hand Over Fist in September

The real cause for Broadcom's stock decline could be an expensive valuation.

Should You Buy Broadcom Stock on the Dip?

Broadcom maintains a crucial position in the artificial intelligence (AI) ecosystem, which should continue to fuel robust results. Nvidia's graphics processing units (GPUs) are the gold standard for AI processing.

3 Stock-Split AI Stocks to Buy Before They Surge as Much as 240%, According to Select Wall Street Analysts

Fiscal Q3 revenue and adjusted EPS growth slightly surpassed Wall Street's estimates. Fiscal Q4 revenue guidance of $14 billion fell a little short of the $14.11 billion analyst consensus estimate.

Broadcom's Stock Drops 10% as Its Non-AI Business Struggles: An Earnings Report Deep Dive

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.

News for Broadcom Stock (AVGO)