AVGO's Symantec CBX Expands Security Portfolio: Revenues to Surge?

Key Takeaways AVGO's Infrastructure Software revenues reached $6.8B, up 1%, with VMware revenues rising 13%. AVGO benefits from security portfolio strength, new Symantec CBX, and rising adoption of VCF.AVGO sees software revenues at $7.2B and Q2 revenues near $22B, while facing competition from CRWD and PANW.Broadcom’s (AVGO) Infrastructure Software revenues climbed 1% year over year to $6.8 billion in the first quarter of fiscal 2026. Infrastructure Software revenues accounted for 35.2% of net revenues tha ...