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Strategies & Market Trends : Young and Older Folk Portfolio
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From: chowder12/11/2025 4:22:53 PM
2 Recommendations

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Das Kapital
QTI on SI

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Re: AVGO with a beat and raise and a 10% increase in the dividend.

  • Quarterly common stock dividend increased by 10 percent from the prior quarter to $0.65 per share
  • "In Q4, record revenue of $18.0 billion grew 28% year-over-year, driven primarily by AI semiconductor revenue increasing 74% year-over-year," said Hock Tan, President and CEO of Broadcom Inc. ( AVGO) "We see the momentum continuing in Q1 and expect AI semiconductor revenue to double year-over-year to $8.2 billion, driven by custom AI accelerators and Ethernet AI switches. We forecast Q1'26 total revenue of $19.1 billion and adjusted EBITDA of 67%.
seekingalpha.com
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