Broadcom (AVGO) Q2 2024 Financial Report

브로드컴이 24년 2분기 실적을 발표 했습니다. consensus 를 beat 하는 실적을 내기도 했지만 이번 earning call 에서 예상하지 못했던 내용을 발표하던군요.

1:10 주식 분할을 한다고 합니다. 얼마전 엔비디아 분할 발표 후에 브로드컴까지…. 행복한 6월이 되고 있습니다. 실적 발표 주요 내용입니다.

– Revenue of $12,487 million for the second quarter, up 43 percent from the prior year period
– GAAP net income of $2,121 million for the second quarter; Non-GAAP net income of $5,394 million for the second quarter
– Adjusted EBITDA of $7,429 million for the second quarter, or 59 percent of revenue
– GAAP diluted EPS of $4.42 for the second quarter; Non-GAAP diluted EPS of $10.96 for the second quarter
– Cash from operations of $4,580 million for the second quarter, less capital expenditures of $132 million, resulted in $4,448 million of free cash flow, or 36 percent of revenue
– Quarterly common stock dividend of $5.25 per share
– Fiscal 2024 annual revenue guidance of approximately $51.0 billion including contribution from VMware, an increase of 42 percent from the prior year period
– Fiscal 2024 annual Adjusted EBITDA guidance of approximately 61 percent of projected revenue
– Ten-for-one forward stock split; trading on a split-adjusted basis is expected to commence on July 15, 2024