AVGO
Broadcom Inc
Q1 2025 Report
Broadcom Inc (AVGO) Q1 2025 Financial Results: Record Revenue and Strong Growth in AI Segment...
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Executive Summary
Broadcom Inc (AVGO) reported outstanding financial results for Q4 2024, with consolidated revenue reaching $14.1 billion, marking a remarkable 51% year-over-year increase. This performance was primarily bolstered by the integration of VMware and a substantial surge in AI-related revenues. The company achieved gross profit margins of 76.9%, a significant improvement from the previous year, suggesting strong operational efficiency and effective cost management. Management emphasized a transformative year for Broadcom, noting that AI revenue increased 150% year-over-year, contributing significantly to the semiconductor segment's growth. Looking into Q1 2025, Broadcom anticipates continued revenue growth, forecasting consolidated revenue of approximately $14.6 billion, underpinned by robust demand in the AI market and solid performance from infrastructure software services.
Key Performance Indicators
Revenue
14.05B
QoQ: 7.51% | YoY:51.20%
Gross Profit
9.00B
64.05% margin
QoQ: 7.73% | YoY:40.50%
Operating Income
4.63B
QoQ: 22.15% | YoY:9.13%
Net Income
4.32B
QoQ: 330.61% | YoY:22.70%
EPS
-0.32
QoQ: 20.00% | YoY:-137.65%
Revenue Trend
Margin Analysis
Key Insights
- Q4 2024 Revenue: $14.1 billion (up 51% YoY), organic growth of 11% excluding VMware.
- Semiconductor Revenue: $8.2 billion (up 12% YoY).
- Infrastructure Software Revenue: $5.8 billion (up 196% YoY).
- Gross Profit: $10.1 billion, gross margin of 76.9% (up 260 basis points YoY).
- Operating Income: $8.8 billion with an operating margin of 63%.