Broadcom Inc
AVGO
Market Cap$803.99B
Close$
Earnings Call Q1 2025
March 6, 2025 - AI Summary
Record Financial Performance: Broadcom reported Q1 2025 total revenue of $14.9 billion, a 25% increase year on year, with consolidated adjusted EBITDA reaching $10.1 billion, a 41% rise year on year. This strong performance highlights the robust demand for their semiconductor and software solutions.
AI Revenue Surge: Semiconductor revenue for AI reached $4.1 billion, marking a 77% year-on-year increase. This growth is anticipated to continue, with Q2 AI revenue expected to rise to $4.4 billion, up 44% year on year. Broadcom’s focus on AI positions it well within this rapidly growing market.
Non-AI Semiconductor Revenue Challenges: Non-AI semiconductor revenue was reported at $4.1 billion, down 9% sequentially, primarily due to seasonal declines in wireless. This area continues to see slow recovery, indicating potential headwinds amidst strong AI growth.
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$222.29
31.1% upside
Current Fair Value
31.1% upsideUndervalued by 31.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $803.99 Billion |
|---|---|
| Enterprise Value | $861.26 Billion |
| Dividend Yield | $2.235 (1.30709398210422%) |
| Earnings per Share | $1.33 |
| Beta | 1.07 |
| Outstanding Shares | 4,695,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 79.7 |
|---|---|
| PEG | 25.28 |
| Price to Sales | 15.42 |
| Price to Book Ratio | 12.11 |
| Enterprise Value to Revenue | 15.79 |
| Enterprise Value to EBIT | 46.74 |
| Enterprise Value to Net Income | 85 |
| Total Debt to Enterprise | 0.08 |
| Debt to Equity | 0.95 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Broadcom Inc
CEO: Hock Tan