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Nov 02, 2025
Broadcom Q4 2025 Earnings Report
Broadcom reported record Q4 2025 results with significant growth in revenue and net income driven by AI semiconductor demand.
Key Takeaways
Broadcom delivered a strong Q4 2025 performance, reporting $18.02 billion in revenue and $8.52 billion in GAAP net income, fueled by robust growth in its AI semiconductor segment.
Revenue by Segment
Forward Guidance
Broadcom expects continued growth in Q1 FY26, driven by accelerating AI semiconductor revenue and strong demand outlook.
Positive Outlook
- Q1 FY26 revenue guidance of approximately $19.1 billion
- AI semiconductor revenue expected to double YoY to $8.2 billion
- Adjusted EBITDA margin guidance of 67%
- Strong momentum in custom AI accelerators and Ethernet AI switches
- Increasing quarterly dividend by 10% to $0.65 per share
Challenges Ahead
- No detailed geographic segment breakdown provided
- Lack of reconciliation for projected non-GAAP figures
- High dependency on AI-related demand
- Ongoing large amortization and stock-based expenses
- General caution on future guidance accuracy due to market conditions
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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