What was Broadcom's revenue in Q2 2025?

Broadcom reported Q2 2025 revenue of $12.5 billion, up 43% year-over-year.

What was Broadcom's EPS in Q2 2025?

Broadcom's EPS was $2.45, beating the consensus estimate of $2.30.

How did Broadcom's AI revenue perform?

AI revenue more than doubled to $4.0 billion, up 122% year-over-year.

What is Broadcom's guidance for Q3?

Broadcom expects Q3 revenue between $13.0 billion and $13.5 billion, above consensus.

How did Broadcom's stock react to the earnings?

Broadcom shares rose 3% in after-hours trading.

Broadcom Beats Q2 Estimates as AI Revenue More Than Doubles

Broadcom (AVGO) reported fiscal Q2 results that beat analyst estimates, driven by a doubling of AI revenue. Revenue came in at $12.5 billion with EPS of $2.45, both above consensus.

Broadcom (AVGO) reported fiscal second-quarter results late Wednesday that exceeded Wall Street estimates, fueled by surging demand for artificial intelligence solutions. Revenue reached $12.5 billion, up 43% year-over-year, while earnings per share (EPS) came in at $2.45, beating the consensus estimate of $2.30. The stock rose 3% in after-hours trading.

Key Financial Results

Metric	Q2 2025	Q2 2024	Change
Revenue	$12.5B	$8.7B	+43%
Net Income	$3.2B	$2.1B	+52%
EPS	$2.45	$1.80	+36%
AI Revenue	$4.0B	$1.8B	+122%

Highlights from the Release

Broadcom attributed the strong performance to increased demand for its networking chips and custom processors used in AI data centers. AI revenue more than doubled to $4 billion. The software infrastructure segment also posted record revenue.

Guidance

For the fiscal third quarter, Broadcom expects revenue between $13.0 billion and $13.5 billion, above the analyst consensus of $12.8 billion. The company raised its full-year AI revenue outlook to over $15 billion.

Impact on Stock

Broadcom shares (AVGO) gained 3% in after-hours trading following the earnings release. The stock has risen 45% year-to-date.

What This Means for Investors

Broadcom's results underscore the robust demand for AI infrastructure, positioning the company as a key beneficiary of the AI boom. However, investors should consider valuation and future guidance before making investment decisions.