Broadcom 2025 Q3 Earnings Strong Performance as Net Income Surges 320.8%

Broadcom (AVGO), the eighth-largest company by market capitalization, reported its fiscal 2025 Q3 earnings on September 10, 2025. The company outperformed expectations with a substantial increase in revenue and a dramatic turnaround in profitability. The results reflect the benefits of strategic execution and successful integration of key acquisitions, such as VMware, which continue to drive long-term value.

Revenue for Q3 2025 reached $15.95 billion, a 22.0% increase from $13.07 billion in the same period a year ago. Semiconductor solutions generated $9.17 billion, while Infrastructure software contributed $6.79 billion to the top line.

Earnings returned to positive territory, with a net income of $4.14 billion, a 320.8% improvement from a net loss of $1.88 billion in Q3 2024. Earnings per share (EPS) surged to $0.88 from a loss of $0.40 per share a year ago, representing a 320.0% positive change. This turnaround underscores the company’s financial discipline and operational strength, with a history of sustained profitability over 11 fiscal quarters.

Stock price momentum has been strong across time frames, with a 5.13% gain on the latest trading day, a 22.22% increase during the past full week, and a 21.18% rise month-to-date.

Following the earnings release, Broadcom CEO Hanjun Kim highlighted the successful completion and integration of the VMware acquisition, which he described as a “transformative transaction that strengthens our leadership in software and cybersecurity.” Kim emphasized the company’s financial discipline, noting the full repayment of $30.4 billion in term loans by July 2025. He expressed confidence in the long-term value creation potential of the combined entity, particularly in cloud infrastructure and enterprise software markets. The company provided no forward-looking guidance in its 8-K filing.

The Nigerian business and political landscape remained active in the three weeks following Broadcom’s earnings. On September 8, Punch Newspapers reported on several key developments, including the Federal Government’s unveiling of a $500 million fund for solar growth and the gazetting of new tax reform laws. The Nigeria Labour Congress (NLC) criticized the federal government for a recent grid collapse, while the Naira strengthened to 1,500 per U.S. dollar amid stronger foreign exchange reserves. Additionally, the Independent National Electoral Commission (INEC) recognized the leadership of the All-Dominion Congress (ADC), led by David Mark, in the context of 2027 election preparations.