| Stage | META | % of rev | AVGO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $64.6B | 100.00% | $29.6B | 100.00% | META ×2.18 |
| Gross profit | $51.2B | 79.31% | $20.5B | 69.13% | META +10.2pp |
| Operating income | $13.0B | 20.10% | $16.0B | 53.92% | AVGO +33.8pp |
| Pre-tax income | $13.0B | 20.13% | $15.3B | 51.62% | AVGO +31.5pp |
| Net income | $9.9B | 15.26% | $13.1B | 44.23% | AVGO +29.0pp |
| Stage | META | AVGO | Gap · A − B |
|---|---|---|---|
| Revenue | $64.6B100.00% | $29.6B100.00% | META ×2.18 |
| Gross profit | 79.31%$51.2B | 69.13%$20.5B | META +10.2pp |
| Operating income | 20.10%$13.0B | 53.92%$16.0B | AVGO +33.8pp |
| Pre-tax income | 20.13%$13.0B | 51.62%$15.3B | AVGO +31.5pp |
| Net income |
| 15.26%$9.9B |
| 44.23%$13.1B |
| AVGO +29.0pp |
META · ANET 10-KFeb 19 '25
“And sales to our end customer Meta Platforms represented 15%, 21% and 26% of our total revenue, respectively for the years ended 2024, 2023 and 2022.”
AVGO · ANET 10-KFeb 19 '25
“In particular, we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”