Analyst(s): Futurum Research
Publication Date: December 15, 2025
Broadcom’s quarter was propelled by accelerating AI semiconductor demand and continued adoption of VMware Cloud Foundation, with strong bookings expanding backlog. The company’s shift toward system-level AI deliveries and investments in advanced packaging underpins execution at scale in FY 2026.
What is Covered in this Article:
- Broadcom’s Q4 FY 2025 financial results
- System-scale AI accelerators and XPUs
- AI networking backlog and switching momentum
- VMware Cloud Foundation Momentum
- Guidance and Final Thoughts
The News: Broadcom Inc. (Nasdaq: AVGO) reported Q4 FY 2025 results with revenue of $18.0 billion, up 28% year-on-year (YoY), exceeding Wall Street consensus of $17.5 billion. Semiconductor solutions revenue was $11.1 billion, up 35% YoY, and infrastructure software revenue was $6.9 billion, up 19% YoY. Non-GAAP operating income was $11.9 billion, up 35% YoY, with a non-GAAP operating margin of 66.2%…
