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Broadcom (AVGO)
NASDAQ:AVGO
Earnings Data
Report Date
Aug 28, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.66Last Year’s EPS
1.24Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Jun 06, 2025
|% Change Since: 0.99%
|Next Earnings Date:Aug 28, 2025
Earnings Call Sentiment|Positive
The earnings call highlights Broadcom's strong performance in AI semiconductors and infrastructure software, supported by record revenue and improved margins. However, challenges persist in non-AI semiconductor segments with declining revenues and high debt levels. The company remains optimistic about future growth in AI sectors.Company Guidance
During Broadcom's Q2 FY 2025 earnings call, the company provided guidance for Q3 FY 2025, projecting consolidated revenue of approximately $15.8 billion, representing a 21% year-on-year increase. The guidance highlighted significant growth in AI semiconductor revenue, expected to reach $5.1 billion, up 60% year-on-year, marking the 10th consecutive quarter of growth. Non-AI semiconductor revenue was forecasted to remain around $4 billion, with sectors like enterprise networking and broadband expected to grow sequentially, while others like server storage and industrial remain flat. The infrastructure software segment is anticipated to generate $6.7 billion, up 16% year-on-year, driven by the transition of enterprise customers to the VCF software stack. Adjusted EBITDA for Q3 is expected to be at least 66%, with a non-GAAP tax rate forecasted at 14%.Record-Breaking Quarterly Revenue
Total revenue for fiscal Q2 2025 was a record $15 billion, reflecting a 20% year-on-year increase, driven primarily by AI semiconductors and VMware momentum.
Strong AI Semiconductor Growth
AI semiconductor revenue reached $4.4 billion, marking a 46% increase year-on-year, with AI networking growing over 170% year-on-year.
Infrastructure Software Revenue Increase
Q2 infrastructure software revenue was $6.6 billion, up 25% year-on-year, with strong VCF sales contributing to double-digit ARR growth.
Improved Gross and Operating Margins
Gross margin was 79.4%, and operating margin was 65%, both showing improvements due to product mix and disciplined integration of VMware.
AI Revenue Outlook
AI semiconductor revenue forecasted to be $5.1 billion in Q3, marking a 60% year-on-year growth, continuing a trajectory of 10 consecutive quarters of growth.
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
AVGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 06, 2025 | $246.93 | $244.28 | -1.07% |
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% |
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.
FAQ
When does Broadcom (AVGO) report earnings?
Broadcom (AVGO) is schdueled to report earning on Aug 28, 2025, TBA Not Confirmed.
What is Broadcom (AVGO) earnings time?
Broadcom (AVGO) earnings time is at Aug 28, 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 (Q3) is 1.66.
