Broadcom AI Revenue Soars in Q2 2025

Broadcom Inc. (NASDAQ:AVGO) reported Q2 FY2025 revenue of $15 billion and consolidated adjusted EBITDA (non-GAAP) of $10 billion, driven by organic strength in AI semiconductors and VMware momentum. The company issued Q3 FY2025 guidance of $15.8 billion in revenue (non-GAAP) and reiterated expectations for its AI semiconductor business to maintain a 60% annual growth trajectory into FY2026 (non-GAAP).The following analysis highlights Broadcom's AI platform adoption, infrastructure software transformation, and disciplined capital allocation, with direct implications for long-term investors.Continue reading

Jun 6, 2025 - 16:50
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Broadcom AI Revenue Soars in Q2 2025

Broadcom Inc. (NASDAQ:AVGO) reported Q2 FY2025 revenue of $15 billion and consolidated adjusted EBITDA (non-GAAP) of $10 billion, driven by organic strength in AI semiconductors and VMware momentum.

The company issued Q3 FY2025 guidance of $15.8 billion in revenue (non-GAAP) and reiterated expectations for its AI semiconductor business to maintain a 60% annual growth trajectory into FY2026 (non-GAAP).

The following analysis highlights Broadcom's AI platform adoption, infrastructure software transformation, and disciplined capital allocation, with direct implications for long-term investors.

Continue reading