๐ฎ Click to vote! Guess how will Broadcom close on Friday, June 6, following its earnings report. If you get the correct answer, you may share 1,000 Tiger Coins with other Tigers!
$Broadcom(AVGO)$ is set to report fiscal Q2 2025 earnings after market close on June 5. Wall Street expects a solid quarter, with revenue projected at $15.02 billion (up 20% YoY) and adjusted net income of $7.8 billion (up 45%). But the real question is: Can Broadcom prove it's not just an AI tag-along, but a long-term structural winner?
Earning Highlight
AI-related revenue is expected to hit $4.42 billion, accounting for 75% of its semiconductor sales โ most of that coming from custom ASIC orders from Google, Meta, and other hyperscalers. Network gear like Tomahawk 5 switches and 400G optical modules continue to ride the data center capex wave, and VMwareโs integration could add $2.5 billion in software revenue, pushing EBITDA margins above 60%.
Still, risks remain. Broadcom trades at a rich 35x PE, well above the sector average. Client inventory is trending up, US-China policy remains a wild card, and customer concentration could bite if a top order gets delayed. With options volatility at 45% and shares near a key resistance level ($249).
๐ฐEvent Details
Click to vote. Guess where $Broadcom(AVGO)$ will move following their earnings? If you get the correct answer, you may divide 1000 Tiger Coins with other Tigers.
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โฐ Event Duration
June 3, 2025 โ June 6, 2025 (4:00 AM SGT).
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Comments
On average, Wall Street expects revenue of $15.02 billion, versus $12.5 billion a year ago, and adjusted net income of $7.8 billion, up from $5.39 billion. Consensus EPS is $1.57. AI revenue is projected to climb 42% year-over-year and 7% sequentially to $4.42 billion, highlighting Broadcom's deepening AI footprint.
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