Leave your feedback Share Copy URL https://eevb.net/video/5ZblilLGGmd.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Broadcom Stock Analysis | 1h Deep Dive In Q3 2025 Earnings | AVGO Stock Pluto Tv [2FQUCbLeBmI] Health Updated on August 05, 2026 EDT — Published on August 05, 2026 EDT Tag: #Pluto Tv, #soun stock, #tracy mcgrady, #intuit domeBroadcom (AVGO) just posted a strong Q3 with revenue up 22% and accelerating AI semiconductor momentum. We break down AI vs non-AI segments, custom XPU strategy and customers, Tomahawk 6/Jericho networking, gross margin trends (67%), and a record $110B backlogplus what cason wallace consensus EPS and revenue expectations imply for the outlook. Investors get the key drivers, risks (competition from Nvidia, AMD, Intel, Ethernet vs InfiniBand), and what to watch into the iPhone 17 smartphone ramp and VMware integration tailwinds. Q3 snapshot: revenue +22% YoY; semiconductor gross margin 67% with mix pressure from XPUs and wireless; consolidated gross margin down 100 bps. Backlog and orders: record uofa $110B consolidated backlog; over $10B secured AI rack/XPU orders signal multi-year demand visibility. Segment mix: AI semis roughly $6.2B (+66%); non-AI semis flat in Q3 with bookings +20% QoQ (management cautious on sustainability). Outlook: Street sees revenue growth 2024%; EPS consensus for Oct-26 up 30% YoY to about $8.7/share (per transcript), driven by AI accelerators and networking (Tomahawk 6, Jericho 4/3-AI) plus VMware high-margin software. Key drivers: custom XPU wins with a small set of hyperscalers; Ethernet switching fabric as an alternative to NVLink/InfiniBand; seasonal smartphone (Apple iPhone 17) ramp. Risks: margin headwinds from lower-margin XPUs and wireless, competitive responses from Nvidia, AMD, Intel, and potential non-AI demand head fakes.Chapters00:00 Intro and setup01:35 Q3 results and television licensing in the united kingdom growth03:19 Backlog and orders04:35 Revenue and EPS outlook05:31 Risks and competition06:12 Gross margin trends 06:57 XPU strategy and customers13:30 Smartphone seasonality (Apple)15:14 AI vs non-AI segments20:22 Networking: Tomahawk 6 and Jericho45:28 Final thoughts and valuationNot financial advice.#Broadcom #AVGO #AI #Semiconductors #VMware #Nvidia
Tag: #Pluto Tv, #soun stock, #tracy mcgrady, #intuit domeBroadcom (AVGO) just posted a strong Q3 with revenue up 22% and accelerating AI semiconductor momentum. We break down AI vs non-AI segments, custom XPU strategy and customers, Tomahawk 6/Jericho networking, gross margin trends (67%), and a record $110B backlogplus what cason wallace consensus EPS and revenue expectations imply for the outlook. Investors get the key drivers, risks (competition from Nvidia, AMD, Intel, Ethernet vs InfiniBand), and what to watch into the iPhone 17 smartphone ramp and VMware integration tailwinds. Q3 snapshot: revenue +22% YoY; semiconductor gross margin 67% with mix pressure from XPUs and wireless; consolidated gross margin down 100 bps. Backlog and orders: record uofa $110B consolidated backlog; over $10B secured AI rack/XPU orders signal multi-year demand visibility. Segment mix: AI semis roughly $6.2B (+66%); non-AI semis flat in Q3 with bookings +20% QoQ (management cautious on sustainability). Outlook: Street sees revenue growth 2024%; EPS consensus for Oct-26 up 30% YoY to about $8.7/share (per transcript), driven by AI accelerators and networking (Tomahawk 6, Jericho 4/3-AI) plus VMware high-margin software. Key drivers: custom XPU wins with a small set of hyperscalers; Ethernet switching fabric as an alternative to NVLink/InfiniBand; seasonal smartphone (Apple iPhone 17) ramp. Risks: margin headwinds from lower-margin XPUs and wireless, competitive responses from Nvidia, AMD, Intel, and potential non-AI demand head fakes.Chapters00:00 Intro and setup01:35 Q3 results and television licensing in the united kingdom growth03:19 Backlog and orders04:35 Revenue and EPS outlook05:31 Risks and competition06:12 Gross margin trends 06:57 XPU strategy and customers13:30 Smartphone seasonality (Apple)15:14 AI vs non-AI segments20:22 Networking: Tomahawk 6 and Jericho45:28 Final thoughts and valuationNot financial advice.#Broadcom #AVGO #AI #Semiconductors #VMware #Nvidia