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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (95555)	12/11/2025 5:38:38 PM
From: Return to Sender	1 Recommendation Recommended By Sam Read Replies (1) \| Respond to of 95572

Broadcom beats by $0.08, beats on revs; guides Q1 revs above consensus; also increases dividend -1.60% Reports Q4 (Oct) earnings of $1.95 per share, excluding non-recurring items, $0.08 better than the FactSet Consensus of $1.87; revenues rose 28.2% year/year to $18.02 bln vs the $17.47 bln FactSet Consensus. Co issues upside guidance for Q1 (Jan), sees Q1 revs of approx $19.1 bln vs. $18.38 bln FactSet Consensus.Co increases its quarterly dividend by 10% to $0.65 per share for FY26.Co says Q4 revenue growth was driven primarily by AI semiconductor revenue increasing 74% yr/yr. Co sees the momentum continuing in Q1 and expects AI semiconductor revenue to double year-over-year to $8.2 bln, driven by custom AI accelerators and Ethernet AI switches.