博通公布第四季度业绩：每股收益超预期，营收未达预期，第一季度指引符合预期

财报速递2024-12-13

纳斯达克代码：AVGO的博通公司在周四收盘后公布了其第四季度业绩。以下是本季度的一些关键数据。详细信息：博通报告的季度每股收益为$1.42，超过了分析师共识预期的$1.38。季度收入为$140.5亿，略低于预期的$140.9亿，但比去年同期的$92.95亿有所增加。公司报告第四季度的非GAAP净收入为$69.65亿，运营现金流为$56.04亿，扣除资本支出$1.22亿后，自由现金流为$54.82亿。 “博通2024财年的营收同比增长44%，达到创纪录的$516亿，基础设施软件收入成功整合了VMware后，增长到$215亿，”博通公司首席执行官陈福阳表示。 “半导体收入达到创纪录的$301亿，得益于AI收入$122亿的驱动。AI收入同比增长220%，主要得益于我们领先的AI XPU和以太网网络产品组合，”陈福阳补充道。展望：博通预计第一季度收入约为$146亿，符合预期的$146.12亿。公司还发布了大约相当于预期收入66%的调整后息税折旧摊销前利润指引。 AVGO股价动态：根据Benzinga Pro的数据，博通在周四盘后交易中股价上涨5.27%，至$190.54。

以上内容来自Benzinga Earnings专栏，原文如下：

Broadcom Inc. (NASDAQ:AVGO) reported its fourth-quarter results after Thursday's closing bell. Here's a look at the key figures from the quarter.

The Details: Broadcom reported quarterly earnings of $1.42 per share, which beat the analyst consensus estimate of $1.38. Quarterly revenue came in at $14.05 billion, which slightly missed the consensus estimate of $14.09 billion and is an increase over sales of $9.295 billion from the same period last year.

The company reported non-GAAP net income of $6.965 billion for the fourth quarter and cash from operations of $5.604 billion for the fourth quarter, less capital expenditures of $122 million, resulting in $5.482 billion of free cash flow.

“Broadcom’s fiscal year 2024 revenue grew 44% year-over-year to a record $51.6 billion, as infrastructure software revenue grew to $21.5 billion, on the successful integration of VMware,” said Hock Tan, CEO of Broadcom Inc.

“Semiconductor revenue was a record $30.1 billion driven by AI revenue of $12.2 billion. AI revenue which grew 220 percent year-on-year was driven by our leading AI XPUs and Ethernet networking portfolio,” Tan added.

Read More: ‘Markets Have The Green Light To Rally’ After November’s ‘Yawner’ Inflation Report, Experts Say

Outlook: Broadcom sees first-quarter revenue of approximately $14.6 billion, versus the $14.612 billion estimate. The company also issued adjusted EBITDA guidance of approximately 66 percent of projected revenue for the first quarter.

AVGO Price Action: According to Benzinga Pro, Broadcom shares are up 5.27% after-hours at $190.54 at the time of publication Thursday.

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博通公布第四季度业绩：每股收益超预期，营收未达预期，第一季度指引符合预期

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