博通出了

Core Insights - Broadcom reported third-quarter fiscal 2025 earnings that slightly exceeded analyst expectations, with revenue of $15.95 billion, a year-over-year increase of 22% [2] - The company's AI semiconductor revenue grew significantly, with a 63% increase to $5.2 billion, surpassing analyst expectations [2] - Broadcom's optimistic guidance for the fourth quarter includes projected revenue of approximately $17.4 billion, a 23.8% year-over-year increase [3] Financial Performance - Third-quarter revenue reached $15.95 billion, exceeding the analyst forecast of $15.84 billion [2] - Adjusted net income was $8.404 billion, reflecting a 37.3% year-over-year growth, with earnings per share of $1.69, up 36.3% [2] - The semiconductor solutions segment generated $9.166 billion in revenue, a 26% increase, while the infrastructure software segment saw revenue of $6.786 billion, a 17% increase [2] Business Segments - AI semiconductor revenue is expected to rise to $6.2 billion in the fourth quarter, indicating a 19% quarter-over-quarter growth [2] - The semiconductor solutions business accounted for 57% of total revenue, while the infrastructure software business made up 43% [2] - Broadcom secured a new $10 billion custom chip order, which is anticipated to further enhance its AI business [2] Future Outlook - The company expects an EBITDA margin of approximately 67% for the fourth quarter, higher than analyst expectations [3] - Broadcom's revenue guidance for the fourth quarter is above analyst expectations, indicating strong growth prospects [3]