Broadcom Q2 Post-Earnings: “We are not Standing Still”

Broadcom beat across the board with highlights including “just over” $11B in AI revenue expected and networking growth raised to 40% YoY growth, up from “over 35% growth” previously guided. The VMWare acquisition is one of the more intriguing points with management stating: “VMware revenue in Q1 was $2.1 billion, grew to $2.7 billion in Q2 and will accelerate towards a $4 billion per quarter run rate.” As of now, Broadcom is expected to report over $11 billion in AI revenue this year, up from $10 billion. Additionally, the company beat on the top line and bottom line, and raised full year guidance.

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