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Technology Stocks : Semi Equipment Analysis

SOXX 304.45

+0.1%

Oct 28 4:00 PM EDT

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To: Return to Sender who wrote (95012)	9/4/2025 7:14:07 PM
From: Return to Sender	Read Replies (1) of 95299

Broadcom beats by $0.03, reports revs in-line, reports AI semi revenue above guidance; guides Q4 revs above consensus +1.23% Reports Q3 (Jul) earnings of $1.69 per share, $0.03 better than the FactSet Consensus of $1.66; revenues rose 22.0% year/year to $15.95 bln vs the $15.83 bln FactSet Consensus.Semiconductor revenue in Q3 grew +26% yr/yr to $9.17 bln vs approximately $9.1 bln prior guidance.Q3 AI semiconductor revenue grew 63% yr/yr to $5.2 bln vs $5.1 bln prior guidance.Infrastructure software revenue grew 17% yr/yr to $6.79 bln vs prior guidance of approximately $6.7 bln.Co issues upside guidance for Q4 (Oct), sees Q4 revs of $17.40 bln vs. $17.01 bln FactSet Consensus.Co expects growth in AI semiconductor revenue to accelerate to $6.2 bln in Q4.

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