Broadcom Q3 FY25 Preview: AI Growth and Networking Expectations

Wednesday, Sep 3, 2025 4:53 am ET1min read

Broadcom is expected to report its Q3FY'25 results on Thursday, with investors eager to hear about growth in the custom AI market. The company's FY'24 sales grew 44% to $51.6 billion, driven by AI revenue of $12.2 billion. Broadcom's top 5 growth areas in the AI economy include AI networking, custom AI silicon/accelerators, Ethernet/Open networking, VMware-driven infrastructure software, and hyperscaler/cloud partnerships. The company's shares trade at 22.3 times this year's topline estimate of $62.7 billion and 45X P/E.

Broadcom Q3 FY25 Preview: AI Growth and Networking Expectations

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