"Our hyperscale partners continue to invest aggressively in the next generation Frontier models... we expect these three hyperscale customers will generate a serviceable addressable market or SAM in the range of $60 to $90 billion in fiscal 2027."
— Hock Tan
03Detailed Report
AVGO
Broadcom Inc
Period
Q1 2025
CurrencyUSD
Report TypeQuarterly Earnings
GeneratedJun 15, 2026
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Executive Summary
Broadcom Inc (AVGO) delivered impressive financial results for Q1 2025, achieving record revenues of $14.9 billion, a remarkable 25% increase year-on-year. This growth was primarily driven by a significant surge in AI-related sales, which reached $4.1 billion, marking a staggering 77% increase compared to the previous year. The company's consolidated adjusted EBITDA also reached a historic high of $10.1 billion, up 41% year-on-year, underscoring robust operational efficiency and a strong market position. Management has reaffirmed their commitment to R&D investments to maintain leadership in cutting-edge AI technologies, contributing to a very promising outlook for the upcoming quarters.
Key Performance Indicators
Revenue
Increasing
14.92B
QoQ: 6.13% | YoY: 24.71%
Gross Profit
Increasing
10.15B
68.01% margin
QoQ: 12.70% | YoY: 51.99%
Operating Income
Increasing
6.26B
QoQ: 35.29% | YoY: 123.97%
Net Income
Increasing
5.50B
QoQ: 27.27% | YoY: 315.32%
EPS
Increasing
1.17
QoQ: 465.63% | YoY: 303.45%
Revenue Trend
Margin Analysis
Financial Highlights
1. Revenue: $14.9 billion (up 25% YoY).
2. Gross Profit: $10.1 billion with a margin of 68% (up from 51.99% YoY).
3. Operating Income: $9.8 billion (up 44% YoY).
4. Net Income: $5.5 billion (up 315% YoY).
5. EPS: $1.17 (up 303.45% YoY).
The quarterly results reaffirm Broadcom's strong market positioning, particularly in semiconductor solutions, with AI revenue forecasts suggesting substantial growth in the $60-$90 billion serviceable addressable market for fiscal 2027.
Income Statement
Metric
Value
YoY Change
QoQ Change
Revenue
14.92B
24.71%
6.13%
Gross Profit
10.15B
51.99%
12.70%
Operating Income
6.26B
123.97%
35.29%
Net Income
5.50B
315.32%
27.27%
EPS
1.17
303.45%
465.63%
Key Financial Ratios
Gross Profit Margin
Excellent
68.00%
Gross profit margin is exceptional, indicating strong pricing power and operational efficiency
Operating Profit Margin
Excellent
42.00%
Operating margin is exceptional, indicating strong pricing power and operational efficiency
Net Profit Margin
Excellent
36.90%
Net profit margin is exceptional, indicating strong pricing power and operational efficiency
Return on Assets
Fair
3.33%
Return on assets is acceptable but below top-tier companies
Return on Equity
Fair
7.89%
Return on equity is acceptable but below top-tier companies
Current Ratio
Adequate
1.00
Current ratio meets minimum requirements but limited cushion