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Aug 03
Broadcom Q3 2025 Earnings Report
Broadcom reported strong results in Q3 2025 driven by record AI accelerator and networking revenue.
Key Takeaways
Broadcom delivered a record-breaking Q3 2025 with revenue reaching nearly $16B, powered by robust demand in custom AI accelerators and networking. The company posted strong profitability and significant free cash flow generation.
Revenue reached $15.952 billion, a 22% increase YoY.
Net Income rose to $4.14 billion, reversing a loss from the prior year.
Free cash flow hit a record $7.024 billion.
AI revenue climbed to $5.2 billion in the quarter.
Broadcom
Broadcom
Broadcom Revenue by Segment
Revenue by Segment
Semiconductor Revenue
CapyFin.comInfrastructure Software Revenue
CapyFin.com Forward Guidance
Broadcom expects strong momentum to continue in Q4 2025 with significant AI revenue growth.
Positive Outlook
- Q4 revenue expected to reach $17.4 billion.
- AI semiconductor revenue projected to rise to $6.2 billion.
- Adjusted EBITDA expected to remain at 67% of revenue.
- Continued strength in VMware and networking segments.
- Ongoing strong investment from customers in AI.
Challenges Ahead
- No detailed GAAP guidance due to reconciliation limitations.
- Ongoing macroeconomic uncertainties may affect demand.
- Potential supply chain challenges in meeting rising AI demand.
- Integration risks with VMware acquisition.
- Higher operating costs associated with AI infrastructure build-out.