Why Broadcom’s FY 2025 Results Didn’t Cause a Stock Price Surge — TradingView News
Trend Analysis
Broadcom’s sales are broadly classified by “type” as sales of “products” and “subscriptions and services” which is delineated thus: when “product” sales are recognized as such, control of the software/service is transferred to the customer. When sales are classified by “segment”, the company reports:
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“semiconductor solutions”, which includes semiconductor-based product lines and intellectual property (“IP”) licensing;
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“infrastructure software”, which includes solutions for private cloud, mainframe software, cybersecurity, enterprise software, and so forth.
Given the datacenter boom in the wake of the AI Hype, it stands to reason that the latter might be of interest for AI-focused investors,…
