Designs semiconductor solutions and infrastructure software that power data centers, networks, and enterprise IT systems.
★★★★★
★★★★★
★★★★★
Growing
What Broadcom does
Broadcom provides semiconductor solutions and infrastructure software used in AI data centers, networking, connectivity, private cloud, security, and enterprise IT.
Founded
1961
Palo Alto, California
CEO
Hock Tan
Since 2006
Market cap
$1.64T
#10 in the world
Revenue (FY25)
$63.89B
+24% YoY
30-Second Summary
A plain-English explanation of Broadcom's business model
If you only remember one thing
Broadcom makes money from two major areas: semiconductor solutions and infrastructure software. Its chips are used in AI data centers, networking, connectivity, and communications, while its software business includes VMware Cloud Foundation, cybersecurity, mainframe, and enterprise software.
Business Segments
Where Broadcom's $63.89B Fiscal year 2025 (ended November 2, 2025) comes from
$63.89B
Fiscal year 2025
57.7% of revenue ·+22% YoY
42.3% of revenue ·+26% YoY
Broadcom reports revenue across two segments: Semiconductor Solutions and Infrastructure Software. Semiconductor Solutions includes networking, custom accelerators, connectivity, and other semiconductor products, while Infrastructure Software includes VMware and other enterprise infrastructure software.
Fiscal year 2025 ended November 2, 2025. Segment values use Broadcom's reported revenue categories.
Business Model
How Broadcom makes money — the ecosystem flywheel
Design Semiconductor Solutions
Provide Infrastructure Software
Strengths & Risks
What makes Broadcom strong — and what could go wrong
AI Semiconductor Demand
Broadcom supplies custom AI accelerators and AI networking solutions used in large-scale data center infrastructure
Networking Technology
Broadcom provides networking chips, switches, connectivity, and related semiconductor products used across data center and communications infrastructure
VMware Software Platform
Broadcom's infrastructure software portfolio includes VMware Cloud Foundation for private and hybrid cloud environments
Diversified Infrastructure Portfolio
Broadcom combines semiconductor products with software spanning cloud, networking, security, mainframe, and enterprise IT
Mission-Critical Software
Its software products support important enterprise workloads across private cloud, hybrid cloud, edge, mainframe, and security environments
Financial Overview
Fiscal year 2025 (ended November 2, 2025)
$63.89B
+24% YoY
FY25
$23.13B
+292% YoY
FY25
$26.91B
+39% YoY
FY25
Broadcom generated $63.9B of revenue in FY2025. Semiconductor solutions generated $36.9B and infrastructure software generated $27.0B. Net income was $23.1B and free cash flow was $26.9B. FY2026 is still in progress, with Q3 revenue reaching $29.6B.
Financial History
5-year trend, fiscal years 2021–2025
$63.89B
+133% since FY21
Business Ecosystem
Who Broadcom depends on — and who depends on Broadcom
NVIDIA
Broadcom and NVIDIA operate in adjacent parts of AI infrastructure, including networking, accelerated computing, and data center technologies
AMD
Broadcom and AMD participate in semiconductor and data center infrastructure markets, including networking and AI-related computing ecosystems
Broadcom supplies custom semiconductor solutions for large technology companies and works with major cloud and AI infrastructure providers
Broadcom
The infrastructure technology platform
Competitors
Companies and platforms that compete with Broadcom across semiconductors, networking, AI infrastructure, cloud infrastructure, and enterprise software. Market cap shown relative to Broadcom's ~$1.64T October 1, 2026 snapshot.
NVIDIA
$5.6T
Semiconductor competitor — NVIDIA overlaps with Broadcom in AI infrastructure, networking, and data center technologies
AMD
$2.9T
Semiconductor competitor — AMD competes across data center computing, AI accelerators, and related infrastructure
Cisco
$280B
Infrastructure competitor — Cisco overlaps with Broadcom in networking infrastructure, connectivity, and enterprise technology
NVIDIA Corporation
Designs the GPUs, networking systems, and software that power modern AI, accelerated computing, gaming, and autonomous machines.
Advanced Micro Devices, Inc.
Designs high-performance processors, graphics chips, and adaptive computing products for data centers, PCs, gaming, and embedded systems.
