Broadcom Inc Stock Price, News & Analysis

Broadcom (NASDAQ: AVGO) announced that Audi's Edge Cloud 4 Production (EC4P) initiative, powered by VMware Cloud software, has gone live at the Boellinger Hoefe plant in Germany. The initiative implements the first virtual programmable logic controller (vPLC) in the manufacturing of the electric Audi e-tron GT.

The project utilizes VMware Cloud Foundation® (VCF) private cloud platform to centralize management of factory floor devices, enhance security, and reduce environmental impact. Key benefits include infrastructure standardization, faster updates, improved agility, cost reduction through smaller hardware footprint, and enhanced security.

The implementation allows Audi to replace thousands of decentralized industrial PCs with local edge servers, creating a more efficient architecture that unites cloud and edge computing on the shop floor. The system manages virtual worker stations and vPLCs for robot control, with potential future applications in AI-driven production and computer vision.

Broadcom (NASDAQ: AVGO) has expanded its 200G/lane DSP PHY portfolio with two new products: Sian3 and Sian2M, designed for AI/ML cluster connectivity. The Sian3, a 3nm PAM4 DSP PHY, delivers over 20% power reduction for 1.6T optical modules, while Sian2M specializes in short-reach MMF links with integrated VCSEL drivers.

These innovations address increasing bandwidth demands in AI infrastructure, with Sian3 enabling sub-13W 800G and sub-23W 1.6T transceivers. Broadcom's technology builds on its successful deployment of over 50 million channels of 100G VCSELs in AI networks. The company is currently sampling both products to early access customers, with Sian3 production scheduled to ramp up in Q3 2025.

According to LightCounting, 1.6T optical transceivers are expected to consume more than $1 billion worth of PAM4 DSPs by 2028.

Broadcom Inc. (NASDAQ: AVGO) has announced details for VMware Explore 2025, a major cloud event for IT professionals. The flagship event will begin in Las Vegas on August 25 at The Venetian Convention and Expo Center, followed by new international locations.

The event will feature technical sessions, business discussions, expert roundtables, and hands-on labs focusing on cloud infrastructure, modern applications, networking, and security. New for 2025, the Las Vegas event introduces tiered registration options with Full Event, Essentials, and Meetings+ passes.

VMware Explore on Tour will expand to six new cities in Fall 2025: Frankfurt, London, Mumbai, Paris, Sydney, and Tokyo. These regional events will offer curated content, hands-on labs, networking opportunities, and access to partners and experts. Registration for the Las Vegas event opens on April 29, 2025.

Broadcom (AVGO) reported strong Q1 FY2025 financial results with revenue reaching $14.916 billion, up 25% year-over-year. The company's AI semiconductor solutions revenue grew 77% to $4.1 billion, while infrastructure software revenue increased 47% to $6.7 billion.

Key financial metrics include:

• GAAP net income: $5,503 million
• Non-GAAP net income: $7,823 million
• Adjusted EBITDA: $10,083 million (68% of revenue)
• Free cash flow: $6,013 million (40% of revenue)

For Q2 FY2025, Broadcom expects revenue of approximately $14.9 billion, representing a 19% year-over-year increase, with projected Adjusted EBITDA at 66% of revenue. The company declared a quarterly dividend of $0.59 per share, payable on March 31, 2025.

Broadcom (NASDAQ: AVGO) has unveiled VeloSky, a groundbreaking converged networking solution that integrates fiber, cellular, and satellite connectivity through a single appliance. Built on the VeloRAIN architecture, this AI-optimized platform enables Communications Service Providers (CSPs) to enhance their 5G and satellite offerings.

Key features include:

• Business-Critical Traffic Prioritization with Dynamic Multipath Optimization (DMPO)
• Dynamic Application-Based Slicing (DABS) for bandwidth management
• Enhanced Firewall Services (EFS) for comprehensive security
• Unified platform for simplified operations and management

The solution, available now, has received support from industry leaders including MetTel and Vodafone Business, who recognize its potential in delivering secure, high-performance connectivity solutions for enterprise customers.

Broadcom (NASDAQ:AVGO) has announced the availability of its complete PCIe Gen 6 portfolio, marking a significant advancement in AI infrastructure solutions. The company has launched its PCIe Gen 6 Interop Development Platform (IDP) for early access customers, designed to simplify interoperability and system design through advanced telemetry and diagnostics.

In collaboration with Micron and Teledyne LeCroy, Broadcom has successfully tested its high-port switch and retimer for interoperability and compliance. The portfolio features in-house SerDes technology, extended reach capabilities, lower power dissipation, and simplified end-to-end management.

The announcement represents a important milestone in the transition from PCIe Gen 5 to Gen 6, addressing the growing demand for reliable components in next-generation AI systems. Major AI industry players, including hyperscalers and system ODM/OEMs, are now designing next-gen AI rack solutions based on Broadcom's PCIe Gen 6 connectivity portfolio.

Broadcom Inc. (NASDAQ: AVGO) has announced it will release its first quarter fiscal year 2025 financial results and business outlook on Thursday, March 6, 2025, after market close. The company's management will host a conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day to discuss the results and outlook.

The conference call will be accessible live online through the Investors section of Broadcom's website. An audio replay will be available for one year through the same investor portal.

Broadcom (NASDAQ:AVGO) has launched the industry's first quantum-resistant network encryption solution with its new Emulex Secure Fibre Channel Host Bus Adapters (HBA). This innovation comes as ransomware attacks reached an average cost of $5.37 million per attack in 2024.

The solution addresses growing cybersecurity concerns and complies with government mandates including the US Commercial National Security Algorithm 2.0 and EU's regulatory requirements. The Emulex Secure HBA provides network encryption that preserves storage array services and enables real-time ransomware detection, offering advantages over application-based encryption.

Key features include zero trust architecture, post-quantum cryptography encryption, compliance with NIST 800-193 framework, and hardware-offloaded cryptography for no performance impact. The adapters are available in 32G and 64G versions with 1, 2, and 4 port configurations.

Broadcom (NASDAQ:AVGO) has launched the Brocade G710, a new Gen 7 entry-level SAN switch featuring 24 ports and 64G capability. The switch sets industry benchmarks with the lowest latency (460 ns port-to-port at 64G) and highest energy efficiency (65 watts typical power draw).

The G710 offers scalability from 8 to 24 ports, delivering up to 1.5 Tb/s total bandwidth. Key features include six nines (99.9999%) availability, cyber-resilient architecture with root-of-trust validation, and self-healing capabilities. The switch comes with an industry-exclusive lifetime warranty, including 24/7 technical support and continuous security updates.

Designed for small to mid-sized businesses, the G710 extends Broadcom's 64G SAN portfolio, providing an affordable entry point for Gen 7 Fibre Channel technology while maintaining enterprise-class capabilities.