Broadcom reported fourth-quarter revenue of $18.0 billion, a 28% increase year-over-year, with Non-GAAP diluted EPS of $1.95. For the full fiscal year 2025, revenue grew 24% to $63.9 billion. The company generated $7.5 billion in free cash flow during the quarter and is guiding for Q1 revenue of approximately $19.1 billion.

Key Highlights

  • The company's performance was led by its AI semiconductor business, which saw revenue increase 74% year-over-year in the fourth quarter.
  • Looking ahead, Broadcom expects the strong momentum to continue, forecasting total Q1 FY26 revenue of $19.1 billion and projecting that AI semiconductor revenue will double year-over-year to $8.2 billion.
  • Adjusted EBITDA margin remained robust at 68% of revenue, and the company announced a 10% increase to its quarterly dividend, raising it to $0.65 per share.