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Feb 02, 2025
Broadcom Q1 2025 Earnings Report
Broadcom reported strong revenue and earnings growth in Q1 2025, driven by AI and infrastructure software.
Key Takeaways
Broadcom Inc. posted record Q1 2025 revenue of $14.92 billion, up 25% year-over-year. AI semiconductor revenue surged 77% to $4.1 billion, while infrastructure software revenue grew 47% to $6.7 billion. GAAP net income reached $5.50 billion, and non-GAAP net income totaled $7.82 billion. Adjusted EBITDA was $10.08 billion, or 68% of revenue. Free cash flow stood at $6.01 billion, representing 40% of revenue. The company issued a quarterly dividend of $0.59 per share and provided a strong outlook for Q2 2025.
Revenue increased 25% year-over-year to $14.92 billion.
AI semiconductor revenue grew 77% to $4.1 billion.
GAAP EPS of $1.14, with non-GAAP EPS of $1.60.
Free cash flow reached $6.01 billion, 40% of revenue.
Revenue by Segment
Forward Guidance
Broadcom expects continued revenue growth in Q2 2025, with projected revenue of approximately $14.9 billion and adjusted EBITDA around 66% of revenue. AI semiconductor sales are expected to remain strong at $4.4 billion as demand for AI data center infrastructure continues to grow.
Positive Outlook
- Revenue guidance of approximately $14.9 billion for Q2 2025.
- Continued strength in AI semiconductor revenue, projected at $4.4 billion.
- Infrastructure software revenue growth remains strong.
- High adjusted EBITDA margin of approximately 66%.
- Strong cash flow and financial position.
Challenges Ahead
- Potential macroeconomic challenges could impact demand.
- Regulatory scrutiny over acquisitions and market position.
- Increasing competition in AI and semiconductor markets.
- Ongoing supply chain risks and cost fluctuations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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