US EditionBroadcom Earnings Preview - How Will AI Impact The Bottom Line?
- Broadcom reported second-quarter 2025 earnings of $4.96 billion with $15 billion revenue, exceeding estimates in San Jose, California.
- This strong performance followed consistent demand in AI semiconductor solutions and software infrastructure, supported by hyperscale partners continuing to invest.
- AI-Related sales in the semiconductor solutions segment increased by 46% compared to last year, reaching $4.4 billion, primarily fueled by demand for networking components that link intricate server clusters.
- Broadcom CEO Hock Tan indicated that AI chip sales are expected to rise to $5.1 billion in the third quarter, contributing to a projected total revenue of $15.8 billion, with adjusted EBITDA anticipated to be at least 66% of that revenue.
- Broadcom’s results and guidance indicate robust ongoing demand for AI networking, backed by record free cash flow of $6.4 billion and institutional investor accumulation.
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Broadcom (AVGO) Earnings Live: What To Expect From 2Q Results
Live Updates Live Coverage Has Ended Conference Call is Starting Now 5:07 pm by Joel South Broadcom’s conference call is starting now. You can listen in here if you’d like. The stock is currently down 3.4%. However, it’s worth noting that almost every major stock reporting tonight is seeing red after-hours. Lululemon is down 22%, DocuSign is down 16%, and Rubrik jumped 6% after its earnings were released. However, its shares are now flat. Tra…
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C 75%
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