Broadcom Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Broadcom has 3 disclosed suppliers and 8 disclosed customers in SEC filings.
Largest filed tie
40.00%
of AVGO revenue · Top five end customers (undisclosed, aggregate)
Broadcom Inc.
325.53
pre 330.39 +1.32%
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−2.74%
vs ±6.8% implied · ×0.41
shaded = implied · ▲▼ = realized
SentenceWe believe aggregate sales to our top five end customers, through all channels, accounted for approximately 40% of our net revenue for each of the fiscal years 2025 and 2024.
basisAVGO FY2025 revenue $63.9B
AVGO filing
SentenceLeading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.
SentenceSome of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.
SentenceDirect sales to one customer, which is a distributor, accounted for 28% and 21% of our net revenue for fiscal years 2024 and 2023, respectively.
AVGO 10-Kaccession 0001730168-24-000139
SentenceDirect sales to one customer, which is a distributor, accounted for 28% and 21% of our net revenue for fiscal years 2024 and 2023, respectively.
AVGO 10-Kaccession 0001730168-24-000139
Expected move
Inputs8Q avg ±9.9%·×0.68·cheap
straddle ±11.5%
spot 326.08exp Dec 11ATM strike 325ATM straddle 44.20IV 50%