新未名空间

Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. As of 2024, some 58 percent of Broadcom's revenue came from its semiconductor-based products and 42 percent from its infrastructure software products and services.[1]: 43 

增长速度不不及NVDA, P/s 却高于NVDA?

为啥这么神奇？懂行的给讲讲？

收入稳定啊。

Broadcom sells a range of semiconductor and infrastructure software applications that serve the data center (mainframes), networking, software, broadband, wireless, and storage and industrial markets.[94] Common applications for its products include: data center networking, home connectivity, broadband access, telecommunications equipment, smartphones, base stations, data center servers and storage, factory automation, power generation and alternative energy systems, displays, and mainframe operations and management, and application software development.
Broadcom's core technologies and franchise products include networking devices, optical technologies, network interface controllers and data storage.[95]
看起来AVGO 是给data center 提供网络服务的。

jb 写了： 2025年 9月 4日 23:46

收入稳定啊。

搭上data center 的快车了

NVDA AMD带头跳水，AVGO只能算二老板，还是扳不过老大NVDA。

这个数字不挺正常的，甚至好过预期吗？

市值一点四万亿（$1.4T），一季度获利169亿，一年四个季度，预估年获利680亿，680/14000=5%，这么大的盘子还能有5%回报，这超过预期了。

juderiverman 写了： 2025年 9月 5日 11:15

这个数字不挺正常的，甚至好过预期吗？

市值一点四万亿（$1.4T），一季度获利169亿，一年四个季度，预估年获利680亿，680/14000=5%，这么大的盘子还能有5%回报，这超过预期了。

一个季度营业额159亿，利润只有41亿
Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period
GAAP net income of $4,140 million for the third quarter; Non-GAAP net income of $8,404 million for the third quarter
Adjusted EBITDA of $10,702 million for the third quarter, or 67 percent of revenue
GAAP diluted EPS of $0.85 for the third quarter; Non-GAAP diluted EPS of $1.69 for the third quarter
Cash from operations of $7,166 million for the third quarter, less capital expenditures of $142 million, resulted in $7,024 million of free cash flow, or 44 percent of revenue
Quarterly common stock dividend of $0.59 per share
Fourth quarter fiscal year 2025 revenue guidance of approximately $17.4 billion, an increase of 24 percent from the prior year period
Fourth quarter fiscal year 2025 Adjusted EBITDA guidance of 67 percent of projected revenue (1)

感觉这个公司口碑很差，到处收购其他公司，然后整合开人清理原公司的市场转型定位，向那些公司的老用户漫天要价，没有正真的金刚钻，完全靠投机收购然后剪羊毛不断膨胀

asmith 写了： 2025年 9月 6日 01:00

感觉这个公司口碑很差，到处收购其他公司，然后整合开人清理原公司的市场转型定位，向那些公司的老用户漫天要价，没有正真的金刚钻，完全靠投机收购然后剪羊毛不断膨胀

OpenAI 在委托这公司生产AI芯片，有点奇怪，干嘛不请台积电或者三星，却请Broadcom?

这是行业里最优质的有核心竞争力的公司了，难道不值这么多？