AVGO $392.99 -5.94%

AVGO · Broadcom Inc.

$392.99 -24.83 (-5.94%) At close · Aug 14

Customer concentration — top 5 customers 45% of revenue

5 customers — 45% of revenue (the fiscal quarter ended May 3, 2026)

“We believe aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026 and 40% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”

5 customers — 45% of revenue (the two fiscal quarters ended May 3, 2026)

“We believe aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026 and 40% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”

One customer — 42% of revenue (the two fiscal quarters ended May 3, 2026)

“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026, and 29% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”

One customer — 42% of revenue (the fiscal quarter ended May 3, 2026)

“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026, and 29% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”

View the 10-Q filed Jun 9, 2026

Market Cap

$1.87T

4.76B

All earnings calls

Earnings call · FY2025 Q2

Broadcom Inc. Q2 FY2025 Earnings Call

Concluded Jun 5, 2025

Jun 5, 2025 0 turns

Period: FY2025 Q2
Runtime: —
Sources: 2 artifacts

8-K 10-Q

Executive readout · one minute

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Revenue $15.00B +20.2% YoY

Diluted EPS $1.03 +134.1% YoY

Gross margin 68.0% +5.7 pp YoY

Net income $4.96B +134.1% YoY

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8-K earnings release Filed Jun 5, 2025 10-Q report Filed Jun 11, 2025

Quarter detail

How the reported period landed and where the business moved.

Revenue · segments

Semiconductor Solutions$8.41B +16.7% YoY

Infrastructure Software$6.60B +24.8% YoY

Capital returned

Buybacks: $2.45B
Shares repurchased: 16.00M
Dividend / share: $0.59