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Broadcom (AVGO)
NASDAQ:AVGO
Earnings Data
Report Date
Jun 12, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.56Last Year’s EPS
1.1Same Quarter Last Year
Strong Buy
Based on 24 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 06, 2025
|% Change Since: 7.13%
|Next Earnings Date:Jun 12, 2025
Earnings Call Sentiment|Positive
The earnings call demonstrated strong financial performance and growth in AI and infrastructure software segments, driven by significant AI revenue growth and strategic R&D investments. However, challenges remain in the non-AI semiconductor sector with slow recovery and seasonal declines. Overall, the positive aspects of AI and software growth outweigh the negatives in non-AI areas.Company Guidance
During the Broadcom Inc. first quarter fiscal year 2025 earnings call, the company reported a record total revenue of $14.9 billion, up 25% year over year, and consolidated adjusted EBITDA of $10.1 billion, up 41% year over year. Specifically, semiconductor revenue reached $8.2 billion, a growth of 11% year over year, driven by a significant 77% increase in AI revenue, which amounted to $4.1 billion. The company provided guidance for the second quarter, expecting AI revenue to grow to $4.4 billion, representing a 44% increase year on year. Total semiconductor revenue is projected to rise by 2% sequentially and 17% year over year to $8.4 billion. In the infrastructure software segment, Q1 revenue was $6.7 billion, marking a 47% increase year over year, and the company expects Q2 infrastructure software revenue to be approximately $6.5 billion, up 23% year on year. Overall, Broadcom is guiding Q2 consolidated revenue to approximately $14.9 billion, with an anticipated adjusted EBITDA margin of 66%.Record-Breaking Revenue and EBITDA
Total revenue for Q1 FY2025 was a record $14.9 billion, up 25% year on year, and consolidated adjusted EBITDA was $10.1 billion, up 41% year on year.
AI Revenue Growth
AI-related revenue in Q1 was $4.1 billion, up 77% year on year, with expectations for Q2 AI revenue to grow to $4.4 billion, up 44% year on year.
Infrastructure Software Surge
Q1 infrastructure software revenue was $6.7 billion, up 47% year on year, driven by increased revenue from VMware and a shift from perpetual licenses to full subscriptions.
R&D Investment in AI
Broadcom is increasing R&D investment in AI, focusing on new accelerator technologies and scaling for hyperscale customers, with expectations of a significant serviceable addressable market by 2027.
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AVGO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AVGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 06, 2025 | $178.91 | $194.37 | +8.64% |
| Dec 12, 2024 | $179.63 | $223.52 | +24.43% |
| Sep 05, 2024 | $151.45 | $135.77 | -10.35% |
| Jun 12, 2024 | $147.74 | $165.87 | +12.27% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Broadcom (AVGO) report earnings?
Broadcom (AVGO) is schdueled to report earning on Jun 12, 2025, TBA Not Confirmed.
What is Broadcom (AVGO) earnings time?
Broadcom (AVGO) earnings time is at Jun 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AVGO EPS forecast?
AVGO EPS forecast for the fiscal quarter 2025 (Q2) is 1.56.
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