The largest custom AI semiconductor manufacturerの $Broadcom (AVGO.US)$ released its earnings report after the market close on March 6.Both the 1Q performance and the 2Q guidance exceeded market expectations.ETC,AI revenue also exceeded Financial Estimates.andThe stock price rebounded sharply by 13% in after-hours Trade.Reached an all-time high last week.
(Engaged in custom AI Semiconductors as well, $Marvell Technology (MRVL.US)$ has seen a sharp decline of 20% on March 6 due to guidance being lower than expected, highlighting the robustness of Broadcom's performance.)
Broadcom stocks areconcerns about the sustainability of the AI investment boomfromthe downward trendcontinued, falling slightly below the level before the Earnings Reports on the 5th200-day moving average.and the expected PE (price-to-earnings ratio) also decreased to 25.9 times.The decline in valuationAlong with The deviation from the average Target Price has widened. 、A good earnings report comes at a time when investment appeal is increasing.Announced.
Earnings Call Highlights
Both the 1Q results and 2Q guidance exceeded expectations.
Results for 1Q of the fiscal year 2025 (November-January period).
●Revenue:Compared to the same period last year,Increased by 25%.of$14.916 billion.、Market Financial Estimatesof14.59 billion dollarsto exceed...

$Broadcom (AVGO.US)$ is scheduled to hold the Earnings Call for the first quarter of fiscal year 2025 on Friday, March 7, 2025, at 7:00 AM Japan time. This call iswill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
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