"Broadcom's second quarter results were once again driven by AI demand and VMware. Revenue from our AI products was a record $3.1 billion during the quarter.
Infrastructure software revenue accelerated as more enterprises adopted the VMware software stack to build their own private clouds," said Hock Tan, President and CEO of Broadcom Inc.
"We are raising our fiscal year 2024 guidance for consolidated revenue to $51 billion and adjusted EBITDA to 61% of revenue."

"Consolidated revenue grew 43% year-over-year to $12.5 billion, including the contribution from VMware, and was up 12% year-over-year, excluding VMware.
Adjusted EBITDA increased 31% year-over-year to $7.4 billion," said Kirsten Spears, CFO of Broadcom Inc.
"Free cash flow, excluding restructuring and integration in the quarter, was $5.3 billion, up 18% year-over-year.
Today we are announcing a ten-for-one forward stock split of Broadcom's common stock, to make ownership of Broadcom stock more accessible to investors and employees."



ティッカーシンボル 社名 業種 関連銘柄 トピックス PER 配当利回り ROE PSR
AVGO Broadcom Inc. 半導体 半導体関連 生成AI需要が牽引、仮想化ソフト「VMware」買収効果(2Q) 25.9倍 0.53% 9.40% 0.80倍


*直近の決算が売上10%以上成長の企業を掲載

生成AIで世界はこう変わる (SB新書)
今井 翔太
SBクリエイティブ
2024-01-07


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