Executive Summary
Broadcom Inc reported a solid QQ3 2025 with durable top-line growth and continued high profitability, underpinned by its diversified mix across semiconductors and infrastructure software. Revenue reached $15.952 billion, up 13.5% year-over-year and 6.3% sequentially, while gross margin stood at approximately 67.1% and EBITDA margin near 50.3%, signaling strong operating leverage and pricing power in a cyclical semiconductor environment. Operating income of $5.887 billion contributed to an operating margin of 36.9%, as the company sustains a heavy investment cadence (R&D ~ $3.05B; D&A ~$2.20B) to fuel long-term growth in data center networking, enterprise storage, and wireless infrastructure.
Key Performance Indicators
QoQ: -16.62% | YoY:-4.26%
Key Insights
Revenue: $15.952B; YoY +13.51%, QoQ +6.32%
...
Financial Highlights
Revenue: $15.952B; YoY +13.51%, QoQ +6.32%
Income Statement
| Metric |
Value |
YoY Change |
QoQ Change |
| Revenue |
15.95B |
13.51% |
6.32% |
| Gross Profit |
10.70B |
18.90% |
4.96% |
| Operating Income |
5.89B |
27.23% |
1.00% |
| Net Income |
4.14B |
-4.26% |
-16.62% |
| EPS |
0.88 |
N/A |
-16.19% |
Management Commentary
N/A – No earnings call transcript content provided in the data set. As a result, no management quotes or theme-specific insights from the call can be cited here. If transcript access is provided, a thematically organized synthesis (strategy, operations, market conditions) with context and significance will be included.
Forward Guidance
No explicit forward guidance is included in the provided data. Investors should monitor: 1) AI/datacenter infrastructure demand and hyperscaler capex cycles, 2) Broadcom’s mix stability between hardware semiconductors and infrastructure software, 3) ongoing R&D intensity versus revenue growth to sustain high margin franchise, 4) potential macroeconomic headwinds and FX effects given the USD-denominated reporting. Key factors to monitor for upside include continued pricing power, expansion of high-margin software offerings, and strength in networking/storage solutions that support data center and 5G deployments.