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IEObserve 國際經濟觀察@ieobserve P.2055
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併購VMware後的 Broadcom 博通 $AVGO Q1營收年增34%至119億,淨利年增17%至52.5億,EPS $10.99 都優於預期。

半導體解決方案部門的營收成長 4% ,基礎設施軟體營收成長 153%。

博通兩大成長動力「首先,隨著客戶部署,我們對 VMware 的收購正在加速我們基礎設施軟體領域的營收成長。VMware 雲端基礎。其次,AI資料中心對我們網路產品的強勁需求,以及來自超大規模企業的客製化AI加速器,正在推動我們半導體領域的成長。」

公司重申 2024全年預計營收在500億,年增約40%,略低於預期的502億。EBITDA約300億,年增約30%。



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併購VMware後的 Broadcom 博通 $AVGO Q1營收年增34%至119億,淨利年增17%至52.5億,EPS $10.99 都優於預期。

半導體解決方案部門的營收成長 4% ,基礎設施軟體營收成長 153%。

博通兩大成長動力「首先,隨著客戶部署,我們對 VMware 的收購正在加速我們基礎設施軟體領域的營收成長。VMware 雲端基礎。其次,AI資料中心對我們網路產品的強勁需求,以及來自超大規模企業的客製化AI加速器,正在推動我們半導體領域的成長。」

公司重申 2024全年預計營收在500億,年增約40%,略低於預期的502億。EBITDA約300億,年增約30%。

BY IEObserve 國際經濟觀察




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