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Inferra AI / Company / AVGO

Broadcom

AVGO · Information Technology

Last earnings Sep 2, 2026

Key results

Revenuequarter

$15,952 million

Quarterly Dividend Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Growthquarter

up 22 percent

Quarterly Dividend Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

GAAP net incomequarter

$4,140 million

GAAP net income of $4,140 million for the third quarter

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Non-GAAP net incomequarter

$8,404 million

Non-GAAP net income of $8,404 million for the third quarter Adjusted EBITDA of $10,702 million for the third quarter, or 67 percent of revenue

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

GAAP EPSquarter

$0.85

GAAP diluted EPS of $0.85 for the third quarter

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Non-GAAP EPSquarter

$1.69

Non-GAAP diluted EPS of $1.69 for the third quarter Cash from operations of $7,166 million for the third quarter, less capital expenditures of $142 million, resulted in $7,024 million of free cash flow

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Capexquarter

$142 million

Non-GAAP diluted EPS of $1.69 for the third quarter Cash from operations of $7,166 million for the third quarter, less capital expenditures of $142 million, resulted in $7,024 million of free cash flow

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Free cash flowquarter

$7,024 million

Non-GAAP diluted EPS of $1.69 for the third quarter Cash from operations of $7,166 million for the third quarter, less capital expenditures of $142 million, resulted in $7,024 million of free cash flow

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

AI revenuequarter

63%

Q3 AI revenue growth accelerated to 63% year-over-year to $5.2 billion, said Hock Tan, President and CEO of Broadcom Inc.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Consolidated revenuequarter

22%

Consolidated revenue grew 22% year-over-year to a record $16.0 billion.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Free cash flow was a record $7.0 billion, up 47% year-over-year.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Gross marginquarter

$10,703 million

Gross margin 10,703 10,197 8,356 31,045 23,507

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Research and developmentquarter

$3,050 million

Research and development 3,050 2,693 2,353 7,996 7,076

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Selling, general, and administrativequarter

$1,072 million

Selling, general and administrative 1,072 1,083 1,100 3,104 3,949

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Operating expensesquarter

$4,816 million

Total operating expenses 4,816 4,368 4,568 13,069 14,671

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Operating incomequarter

$5,887 million

Operating income 5,887 5,829 3,788 17,976 8,836

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Net incomequarter

$4,140 million

Net income (loss) $ 4,140 $ 4,965 $ (1,875) $ 14,608 $ 1,571

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

AI analysis

Q4 FY2025 · reported Sep 4, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q4 FY2025
$15,952M
EX-99 · Sep 4, 2025
GAAP EPS · Q4 FY2025
$0.85
EX-99 · Sep 4, 2025
Free cash flow · Q4 FY2025
$7,024M
EX-99 · Sep 4, 2025
GAAP net income · Q4 FY2025
$4,140M
EX-99 · Sep 4, 2025

The quarter in charts

Capex & free cash flow

As stated

02.557.5$142MCapex Q$7,024MFree cash flow Q

EX-99 · Sep 4, 2025 Values as labeled in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Sep 4, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ4 FY2025Prior qtrYear ago
Revenue$15,952 million——
Growthup 22 percent——
GAAP net income$4,140 million——
Non-GAAP net income$8,404 million——
GAAP EPS$0.85——
Non-GAAP EPS$1.69——
Capex$142 million——
Free cash flow$7,024 million——

EX-99 · Sep 4, 2025

Guidance · company-stated

revenue$17.4 billion
Adjusted EBITDA

“guidance of 67 percent”

Midpoint vs latest-quarter revenue+9.1%computed from stated figures

Guidance stated in the release's Business Outlook table for the fourth quarter of fiscal year 2025; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$10,703M

Cash flow & capex

Capex$142M
Free cash flow$7,024M

Capital allocation

Dividend$2.8B
Capexfull year$7,166M
Free cash flowfull year$7,024M
Dividendfull year$0.59

(Nasdaq AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its third quarter of fiscal year 2025, ended August 3, 2025, provided guidance for its fourth quarter of fiscal year 2025 and announced its quarterly dividend.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +9.1% computed from stated figures

Company-stated claims

Sep 2, 2026

Historical · grew 221% · revenue

“Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter, said Hock Tan, President and CEO of Broadcom Inc.”

EX-99 · Sep 2, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Broadcom Q4 FY2025 — Quarterly Dividend Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

revenue: “revenue guidance of approximately $17.4 billion”

Adjusted EBITDA: “Adjusted EBITDA guidance of 67 percent”

revenue (“the fourth quarter of fiscal year 2025”)
“revenue guidance of approximately $17.4 billion”

Adjusted EBITDA (“the fourth quarter of fiscal year 2025”)
“Adjusted EBITDA guidance of 67 percent”

Guidance stated in the release's Business Outlook table for the fourth quarter of fiscal year 2025; no direction stated — figures as stated in the table.

Capital allocation

(Nasdaq AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its third quarter of fiscal year 2025, ended August 3, 2025, provided guidance for its fourth quarter of fiscal year 2025 and announced its quarterly dividend.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Consistent with our commitment to return excess cash to shareholders, we returned $2.8 billion to shareholders in the third quarter through cash dividends.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

During the third fiscal quarter, the Company generated $7,166 million in cash from operations and spent $142 million on capital expenditures, resulting in $7,024 million of free cash flow.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

On June 30, 2025, the Company paid a cash dividend of $0.59 per share, totaling $2,786 million.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

2 Quarterly Dividends The Company s Board of Directors has approved a quarterly cash dividend of $0.59 per share.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

The dividend is payable on September 30, 2025 to stockholders of record at the close of business (5 00 p.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Strategy & priorities

Internally, these non-GAAP measures are significant measures used by management for purposes of evaluating the core operating performance of the Company, establishing internal budgets, calculating return on investment for development programs and growth initiatives, comparing performance with internal forecasts and targeted business models, strategic planning, evaluating and valuing potential acquisition candidates and how their operations compare to the Company s operations, and benchmarking performance externally against the Company s competitors.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Risks & headwinds

These forward-looking statements are based on current expectations and beliefs of Broadcom s management, current information available to Broadcom s management, and current market trends and market conditions and involve risks and uncertainties that may cause actual results to differ materially from those contained in forward-looking statements.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Particular uncertainties that could materially affect future results include risks associated with global economic conditions and uncertainty government regulations, trade restrictions and trade tensions global political and economic conditions relating to our international operations any loss of our significant customers and fluctuations in the timing and volume of significant customer demand cyclicality in the semiconductor industry or in our target markets our acquisition of VMware, Inc.

SEC original ↗Broadcom — Earnings release (8-K exhibit)EX-99Sep 4, 2025

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

64 documents

Earnings releases

23 documents

Presentations

none published

Checked — this company publishes no earnings presentation. Checked 2026-10-20 (browser-verified): Broadcom publishes no earnings deck — news releases and the webcast only; its corporate decks are not earnings decks and are not indexed as such.

Transcripts

0 documents

No transcripts for Broadcom are held in this edition of the library.

Mentioned by

7 companies

Other tracked companies whose held documents mention Broadcom by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.