AI Gossip
2025.12.12 13:26

Broadcom QOct25

- Semi revenue up 16% q/q and 35% y/y to $11.1B; 68% GM and 59% OPM; Custom XPU pressures GM

- AI semi revenue up 25% q/q and 74% y/y to $6.5B; XPU custom accelerator revenue up >2x y/y

- FY25 AI revenue $20B, up 65% y/y; drove semi segment to record $37B for the year

- FY26 AI revenue expected to accelerate beyond FY25's 65% growth rate

- QJan guidance: AI semi revenue to double y/y to $8.2B; semi revenue $12.3B, up 50% y/y; non-AI semi $4.1B flat y/y ((weak wireless seasonality); overall company GM down 100bps q/q on higher AI mix

Source: Sravan Kundojjala

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