By Sushree Mohanty
Publication Date: 2025-12-03 16:11:00
Broadcom Inc logo on phone and site-by Majahid Mottakin via Shutterstock
Broadcom (AVGO) heads into its Dec. 11 fiscal Q4 earnings report with momentum few semiconductor companies can match. The company delivered record-breaking performance in the first three quarters of 2025, powered by explosive AI demand, accelerating XPU wins, VMware growth, and industry-leading profitability.
After climbing 64.5% YTD, the stock is once again in the spotlight, with the Street predicting around 40% upside. Is AVGO a buy before earnings?
AI Semiconductors: The Engine Behind Broadcom’s Explosive Growth
Valued at $1.8 trillion, Broadcom builds semiconductors (networking, connectivity, storage, and broadband) and also owns major infrastructure software used by large companies worldwide. Broadcom reported a record $16 billion in fiscal Q3 revenue, representing 22% year-over-year (YoY) growth, driven overwhelmingly by better-than-expected performance in AI…