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

The Nasdaq Composite (^IXIC -0.32%) has advanced 34% year to date, and history says that momentum may carry into 2025. Since its inception in 1971, the Nasdaq has returned at least 20% in 20 years, and at least 30% in 12 years.

History Says the Nasdaq May Soar in 2025: 1 Stock-Split AI Stock to Buy Ahead of the New Year

Marvell Technology

Micron Technology

The AI and semiconductor boom shows no signs of slowing down, with governments and major venture capital players ramping up investments to drive further development. In the US, the CHIPS Act continues to allocate funds to domestic chipmakers, while just yesterday, SoftBank CEO Masa Son, alongside Donald Trump, announced plans to invest $100 billion in the US, focusing on AI and its supporting infrastructure.

New Leaders: 3 Semiconductor Stocks Breaking Out (MRVL, AVGO, MU)

After a two-session surge driven by the emergence of the chipmaker's artificial intelligence (AI) business in the fiscal fourth-quarter earnings report it delivered on Thursday, Broadcom (AVGO -4.72%) was pulling back Tuesday morning alongside the broader semiconductor sector.

Why Broadcom Stock Is Slipping Today

After trailing the broader market this quarter, the semiconductor sector could be on the cusp of a resurgence. The VanEck Semiconductor ETF NASDAQ: SMH has only gained 8.36% quarter-to-date, underperforming the Invesco QQQ ETF NASDAQ: QQQ, which climbed nearly 14%.

Broadcom's Stellar Outlook Sparks Hopes for a Semi Sector Rally

Broadcom's (AVGO -5.39%) AI business is soaring, and investors are excited about this investment.

Why Is Broadcom Stock Soaring, and Is It Too Late to Buy This AI Stock?

Broadcom's stock surged 25% following strong Q4 results, driven by the VMware acquisition and significant AI revenue growth. Despite impressive growth, Broadcom's high valuation and debt levels make it a risky investment at current prices. Broadcom's economic moat is debatable, but it benefits from the AI and Industry 4.0 megatrends, ensuring high demand for its products.

Broadcom: Profiting From The AI Trend, But Overvalued

NVIDIA

Broadcom Inc AVGO has quietly overtaken Nvidia Corp NVDA in valuation metrics, signaling a shift in investor sentiment within the AI chip industry.

Broadcom Outpaces Nvidia In AI Chip Stock Valuation Race: Is Investor Sentiment Shifting?

Broadcom (AVGO 11.21%) shares were skyrocketing higher after the company reported record revenue in its fiscal fourth quarter, ended Nov. 3, and said it was developing custom artificial intelligence (AI) chips for a number of large customers. The surge in share price brought the stock's gains up to more than 100% for the year to date.

Broadcom Shares Surge as It Adds More Custom AI Chip Customers. Can the Momentum in the Stock Continue?

Broadcom Inc. (NASDAQ: AVGO), a semiconductor, enterprise software, and security solutions provider, has seen its stock surge over 40% in a week. This can be attributed to better than expected earnings and outlook, followed by stock upgrades from some of the large Wall Street institutions.

What's Happening With Broadcom Stock?

Nvidia shares declined 1.8% in premarket trading on Tuesday, extending the company's recent struggles, while Broadcom continued its ascent with a 1.9% rise. The divergence reflects growing competition in the artificial intelligence (AI) chip market, where Nvidia's dominance is being tested by custom solutions developed by Broadcom for hyperscalers.

Nvidia stock dips 5% as Broadcom surges 40% in five days

Broadcom's Q4 FY2024 earnings report shows strong revenue growth, driven by custom AI chip demand, pushing its market cap past $1 trillion. Broadcom's custom AI accelerators for hyperscale customers differentiate it from Nvidia, with significant partnerships and a $60-90 billion market opportunity by 2027. The VMware acquisition has boosted growth and profitability, enhancing Broadcom's AI infrastructure capabilities and positioning it for continued expansion.

VMware And Custom AI Chips: Broadcom's Recipe For Explosive Growth

Tesla

Broadcom and Tesla soar as tech fuels Nasdaq to new highs, while the Dow stumbles for an 8th day— Early Santa Claus rally or lingering Trump Bump?

Santa Rally or Trump Bump? Nasdaq Soars on Broadcom, Tesla as Dow Slips.

Nvidia shares fell in premarket trade on Tuesday as Broadcom continued its rapid surge higher. Broadcom shares have rallied 40% in the last five days.

Nvidia falls deeper into correction territory as Broadcom rally continues

Taiwan Semiconductor Manufacturing

What if Santa Claus named his reindeer after stocks with market caps of $1 trillion or more? We wouldn't have, "Now, Dasher!

Meet the 2 Newest Members of the $1 Trillion Club: Here's Which One Is Wall Street's Favorite

There's a new trillion-dollar AI chip maker in town, but the old one is still going to do just fine.

Broadcom's AI Success Won't All Come at Nvidia's Expense

Broadcom (AVGO 11.21%) doesn't get quite as much attention as artificial intelligence winner Nvidia, but it probably should.

Is Broadcom a Buy?

Nasdaq 100 hits record high as Broadcom rallies, Nvidia slides into correction, and drone stocks soar on policy buzz and Red Cat's Palantir partnership.

Nasdaq 100: Broadcom Shines Amid Nvidia Selloff, Drone Stocks Fly Higher

Broadcom (AVGO) shares have ripped more than +30% since the chip giant posted favorable results for its fiscal fourth quarter last Thursday.

Time to Buy the Post-Earnings Rally in Broadcom (AVGO) Stock?

Up until the market opened on Friday, Dec. 13, America was home to seven technology companies worth $1 trillion or more:

Meet Wall Street's Newest $1 Trillion Artificial Intelligence (AI) Stock -- but Don't Rush to Buy It Just Yet

Broadcom Inc.'s integration of VMware has been accretive, reducing operating expenses by 50% and boosting gross margins to 70%, despite initial public criticism. Q4 2024 results showed 51% YoY revenue growth, with EPS beating estimates, and robust Q1 2025 guidance forecasting 22% organic sales growth. Broadcom's AI accelerator market entry, leveraging its networking expertise, positions it as a key player against Nvidia, with AI-related sales up 220% in Q4.

Broadcom Vs. Nvidia: A Battle For AI Infrastructure Dominance

Broadcom (AVGO) shares jumped to a fresh all-time high Monday, as the chipmaker's post-earnings rally continued.

Broadcom Stock Surges to All-Time High Monday, Extending Earnings-Fueled Rally

Shares of silicon and software giant Broadcom (AVGO 10.11%) surged as much as 10% on Monday, before settling into a 9.5% gain as of 1:15 p.m. ET.

Why Broadcom Soared (Again) Today

After topping $1 trillion in market cap last week, Broadcom rallied further on Monday. Analysts at Goldman Sachs raised their price target on the stock to $240 from $190, adding that they have "higher conviction" on the company's outlook.

Broadcom jumps 9%, extending record run as Goldman expresses 'higher conviction'

PACCAR

Tecnoglass

Zoetis

Stocks like PCAR, ZTS, AVGO and TGLS recently announced dividend hikes.

4 Stocks in Focus That Declared Dividend Hikes Amid Market Volatility

Does this discounted cash flow valuation show that Broadcom (AVGO 7.67%) stock is undervalued at current market prices?

News for Broadcom Stock (AVGO)