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 ...

Broadcom Inc is expanding its growth strategy by strengthening both cybersecurity offerings and AI infrastructure capabilities. Semiconductor stocks rebounded on Monday as easing geopolitical tensions improved sentiment across the sector. Markets reacted after President Donald Trump signaled progress in U.S.-Iran talks and ordered a five-day pause on potential strikes against Iranian energy infrastructure, raising hopes for diplomacy. Investors also focused on signs the administration is exploring an ex ...