Broadcom Delivers 29% Q1 Growth, Launches $10B Buyback and Guides $22B Q2

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Broadcom reported adjusted EPS of $2.05 and revenue of $19.31 billion, representing 29% year-over-year growth. The company ended Q1 with $14.17 billion in cash, authorized a $10 billion buyback and set Q2 revenue guidance of $22.00 billion versus $20.67 billion estimates.

1. Strong Q1 Financial Performance

Broadcom reported adjusted earnings per share of $2.05, beating the estimate of $2.02, while revenue reached $19.31 billion, up 29% year-over-year.

2. Accelerating AI Revenue

AI segment revenue climbed to $8.4 billion, a 106% increase year-over-year, driven by custom AI accelerators and networking solutions, with AI semiconductor sales forecast at $10.7 billion for Q2.

3. Capital Return and Outlook

The company closed Q1 with $14.17 billion in cash and authorized a $10 billion share repurchase program through December 2026; second-quarter revenue guidance of $22.00 billion surpasses the prior estimate of $20.67 billion.

Sources

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