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Oct 29, 2023

Broadcom Q4 2023 Earnings Report

Broadcom's Q4 2023 financial results were announced, featuring a 4% increase in revenue compared to the prior year period.

Key Takeaways

Broadcom reported Q4 revenue of $9.295 billion, a 4% increase year-over-year, with non-GAAP diluted EPS of $11.06. The company's fiscal year 2023 revenue grew by 8% to a record $35.8 billion. Broadcom is increasing its quarterly common stock dividend by 14% to $5.25 per share for fiscal year 2024.

Revenue for Q4 reached $9.295 billion, a 4% increase from the previous year.

Non-GAAP diluted EPS for Q4 was $11.06, while GAAP diluted EPS was $8.25.

Adjusted EBITDA for Q4 was $6.048 billion, representing 65% of revenue.

Free cash flow for Q4 was $4.723 billion, or 51% of revenue.

Total Revenue
$9.3B
Previous year: $8.93B
+4.1%
EPS
$1.11
Previous year: $1.05
+5.7%
Adjusted EBITDA
$6.05B
Gross Profit
$6.06B
Previous year: $5.93B
+2.2%
Cash and Equivalents
$14.2B
Previous year: $12.4B
+14.3%
Free Cash Flow
$4.72B
Previous year: $4.46B
+5.9%
Total Assets
$72.9B
Previous year: $73.2B
-0.5%

Broadcom

Broadcom

Broadcom Revenue by Segment

Forward Guidance

Broadcom anticipates fiscal year 2024 revenue of approximately $50.0 billion, including contribution from VMware, and adjusted EBITDA of approximately 60% of projected revenue.

Positive Outlook

  • Fiscal year 2024 revenue guidance of approximately $50.0 billion including contribution from VMware, an increase of 40 percent from the prior year period
  • Fiscal year 2024 adjusted EBITDA guidance of approximately 60 percent of projected revenue
  • Semiconductor to sustain its mid to high single digit revenue growth rate
  • Contribution of VMware driving consolidated revenue to $50 billion
  • Adjusted EBITDA to $30 billion

Revenue & Expenses

Visualization of income flow from segment revenue to net income