Broadcom(US:AVGO) Prnewswire·2025-12-11 21:15Core Insights - Broadcom Inc. reported record revenue of $18.0 billion for Q4 2025, representing a 28% year-over-year growth, primarily driven by a 74% increase in AI semiconductor revenue [2][4] - The company expects AI semiconductor revenue to double year-over-year to $8.2 billion in Q1 2026, contributing to a projected total revenue of $19.1 billion for the quarter [2][10] - Adjusted EBITDA for fiscal year 2025 increased by 35% year-over-year to a record $43.0 billion, with free cash flow reaching $26.9 billion [2][6] Financial Performance - Q4 2025 net revenue was $18,015 million, up 28% from $14,054 million in Q4 2024 [3][4] - Q4 2025 GAAP net income was $8,518 million, a 97% increase from $4,324 million in Q4 2024, while non-GAAP net income was $9,714 million, up 39% from $6,965 million [3][4] - Q4 2025 diluted earnings per share (EPS) were $1.74 (GAAP) and $1.95 (non-GAAP), reflecting increases of 93% and 37% respectively compared to the previous year [3][4] Cash Flow and Dividends - Cash flow from operations for Q4 2025 was $7,703 million, with free cash flow of $7,466 million, representing 41% of revenue [4][5] - The company announced a 10% increase in its quarterly dividend to $0.65 per share for fiscal year 2026, marking the fifteenth consecutive annual dividend increase since 2011 [2][8] Segment Performance - In Q4 2025, semiconductor solutions generated $11,072 million in revenue, accounting for 61% of total revenue, while infrastructure software contributed $6,943 million, or 39% [3][6] - For fiscal year 2025, total net revenue reached $63,887 million, a 24% increase from $51,574 million in fiscal year 2024 [6][3] Future Outlook - The company forecasts Q1 2026 adjusted EBITDA to be 67% of projected revenue, with total revenue guidance of approximately $19.1 billion, reflecting a 28% increase from the prior year [2][10]