博通(纪要):当前重心在 AI 和 VMware,暂不考虑并购
海豚投研·2025-03-07 10:29
博通BROADCOM (AVGO.O)北京时间3月7日凌晨,美股盘后发布2025财年第一季度财报(截至2025年1月): 以下是博通 2025财年第一季度的财报电话会纪要,财报解读请移步《Marvell 塌方、英伟达蛰伏?博通来当定海神针了》 | (in $ million) | | | | BROADCOM (AVGO.O) 1QFY25 Financial Performance | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 1QFY23A | 2QFY23A | 3QFY23A | 4QFY23A | 1QFY24A | 2QFY24A | 3QFY24A | 4QFY24A | 1QFY25A | Consensus | A vs Cons | | Overview | Total Revenue | 8,915 | 8,733 | 8,876 | 9,295 | 11,961 | 12,487 | 13,072 | 14,054 | 14, ...