Mar. 5 at 8:37 AM
$AVGO JUST DROPPED NUCLEAR NUMBERS
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Q1 Revenue:
$19.31B 🟢 (+29% YoY)
AI Revenue:
$8.4B 🟢 (+106% YoY)
EPS:
$2.05 vs
$2.03 est
Q2 GUIDANCE: ~
$22B 🚀 (+47% YoY)
AI Semi Guidance:
$10.7B 🚀 (+140% YoY)
Margins are ELITE:
Gross: 76% | Operating: 44% | FCF:
$8B (41% margin)
Semiconductor solutions:
$12.5B (+52% YoY)
AI semi within that:
$8.4B (+106% YoY)
AI networking: +60% YoY (Tomahawk switches going BRRR)
Software:
$6.8B (+1% YoY) — VMware stabilizing
The CUSTOMERS:
OpenAI • Meta • Google • Anthropic + 2 more
Custom XPUs scaling to multi-gigawatt deployments by 2027
Analyst targets:
Barclays:
$500 🎯
Citi:
$458 🎯
Consensus:
$454 🎯
Current: ~
$333 (after-hours +5%)
EV/Sales: ~23x | Forward P/E: ~28.6x
AI demand still ACCELERATING. This is hyperscale infrastructure on steroids.
