$AVGO Broadcom Q4
Adjusted eps $1.95, estimate $1.87
Adjusted net revenue $18.02 billion, estimate $17.47 billion
Q4 semiconductor solutions revenue $11.07 billion, estimate $10.74 billion
Q4 infrastructure software revenue $6.94 billion, estimate $6.72 billion
Adjusted ebitda $10.22 billion, estimate $11.69 billion
Adjusted operating income $11.92 billion, estimate $11.41 billion
Adj. R&D expense $1.53 billion, estimate $1.52 billion
Capital expenditure $237.0 million, estimate $153.6 million
Guidance :
First quarter fiscal year 2026 adjusted ebitda guidance of 67 percent of projected revenue
"We see the momentum continuing in Q1 and expect AI semiconductor revenue to double year-over-year to $8.2 billion, driven by custom AI accelerators and Ethernet AI switches."
"Based on increased cash flows in fiscal year 2025, we are increasing our quarterly common stock dividend by 10% to $0.65 per share for fiscal year 2026."
+4% AH
Message édité par gundam13 le 11-12-2025 à 22:34:45