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May 05, 2024

Broadcom Q2 2024 Earnings Report

Broadcom's Q2 2024 financial results were driven by AI demand and VMware, with revenue up 43% year-over-year.

Key Takeaways

Broadcom's second quarter results were driven by AI demand and VMware. Revenue from AI products was a record $3.1 billion. The company is raising its fiscal year 2024 guidance for consolidated revenue to $51 billion and adjusted EBITDA to 61% of revenue.

Revenue of $12,487 million, up 43% from the prior year period.

GAAP net income of $2,121 million; Non-GAAP net income of $5,394 million.

Adjusted EBITDA of $7,429 million, or 59% of revenue.

GAAP diluted EPS of $4.42; Non-GAAP diluted EPS of $10.96.

Total Revenue
$12.5B
Previous year: $8.73B
+43.0%
EPS
$1.1
Previous year: $1.03
+6.8%
Adjusted EBITDA
$7.43B
Previous year: $5.69B
+30.7%
Gross Profit
$7.01B
Previous year: $6.12B
+14.6%
Cash and Equivalents
$9.81B
Previous year: $11.6B
-15.1%
Free Cash Flow
$4.45B
Previous year: $4.38B
+1.6%
Total Assets
$175B
Previous year: $71.7B
+144.5%

Broadcom

Broadcom

Broadcom Revenue by Segment

Forward Guidance

Fiscal year 2024 revenue guidance of approximately $51.0 billion and Adjusted EBITDA guidance of approximately 61 percent of projected revenue.

Positive Outlook

  • Fiscal year 2024 revenue guidance of approximately $51.0 billion
  • Fiscal year 2024 Adjusted EBITDA guidance of approximately 61 percent of projected revenue.

Revenue & Expenses

Visualization of income flow from segment revenue to net income