Broadcom (AVGO) – AI Networking, Semis, and VMware Integration
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends and AI networking growth Broadcom’s FY2025 revenue trajectory shows a clear uplift from AI-driven networking and software. Q3 FY2025 revenue of $15.952 billion represented 22 percent YoY growth and Broadcom reported that AI-related revenue increased sharply (investor commentary quantified AI-generated revenue around $5.2 billion in the…