How did AVGO's Q2 2025 EPS forecast compare to past trends?

Broadcom Inc. (AVGO) is poised for a robust Q2 2025, with EPS forecasted to reflect strong growth driven by AI and infrastructure software segments.

1. **AI-driven Growth**: AVGO's AI-related revenue surged by 77% year-over-year to $4.1 billion, driven by strong demand from hyperscale data centers. This trend is expected to continue, with AI revenue projected to grow an additional 44% year-over-year to $4.4 billion in Q2 2025.
2. **Infrastructure Software Momentum**: The infrastructure software segment experienced a 47% revenue increase, reaching $6.7 billion, fueled by demand for VMware Cloud Foundation and the shift to subscription licenses. This segment is expected to maintain its growth trajectory in Q2 2025.
3. **Overall Revenue Outlook**: AVGO anticipates Q2 revenue of approximately $14.9 billion, an 19% increase from the prior year period. This aligns with market expectations and reflects the company's continued strength in both AI and infrastructure software segments.
4. **Margin Expectations**: The company's gross margin is expected to remain healthy, with adjusted EBITDA guidance surpassing analyst predictions, indicating continued stable profitability.

In summary, AVGO's Q2 2025 EPS is forecasted to reflect robust growth, driven by strong AI and infrastructure software segments, with revenue and margin expectations indicating continued operational excellence.