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Posted by
Two Blokes Jun 6 -
Filed in
Stock
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Broadcom delivered another record quarter, with strong growth in both Semiconductor Solutions and Infrastructure Software, driven by AI and the successful VMware integration. Profitability remains outstanding, with adjusted EBITDA up 35% YoY and free cash flow at 43% of revenue, reinforcing my bullish outlook. Management's guidance is robust, projecting 21% YoY sales growth and AI revenue acceleration to 60% YoY in Q3, supporting continued optimism.
