EBITDA is now around $11 b per year. Far higher than pre Broadcom. Pat and Raghu are responsible for the low valuation, ki-ling a company in a EPIC way.
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B$60 per year profit from an initial B$30 investment
Yet HT is still an âss, but close to death at least.
VMware EBITDA contribution to AVGO is more closer to B$12 per year, which is higher than HT’s forecast of VMware a few years ago when he announced the acquisition. He expected VMware to add B$8.5 EBITDA vs VMware’s B$4.7 in 2022.
VMware acquisition at ~B$33 cash and debt (B$31B was funny money in shares, Horizon and Velo sold for B$5) is now half paid off and to be fully paid off end of next FY, 2-3 years ahead of pre acquisition forecast.
After that it is annual renewal business with 99% profit margin from VMware, with all sales, marketing, support and services employees to be played off.
B$60 per year profit from an initial B$30 investment.
I checked that guy's facts, ar--hole.
Insider Ownership: This includes company officers and directors. Insiders hold approximately 0.09% of Broadcom's shares. Other sources indicate a slightly higher insider ownership percentage, around 1.96% or 2.12%.
Total Shares Outstanding:
- 70 billion shares.
Insider Ownership:
Approximately 2.02% of the total outstanding shares, which translates to roughly 95 million shares.
Institutional Ownership:
A large portion of the company is held by institutions, with around 78.95% of the shares held by institutional investors.
Float:
Approximately 80.84% of the float (the number of shares available for trading) is held by institutions.
Insider Transactions:
Insiders have sold shares in the past 3 months, with a sale reported by Henry Samueli, a director, on March 26, 2025.
I been hearing this company is a bubble doomed to pop since the 5G days in 2016. Since then I've made about $4mill on it, so sure predict your bubble all you want, you poor over that and I aint. Go dream of moonbeams in your apartment/tesla
Looking at your Broadcom AVGO analysis, I have to say the semiconductor wavelengths are clearly interfacing with the flux capacitor endpoints in ways that make the free cash flow margins oscillate like a poorly tuned radio telescope. When you consider that 43% FCF margin is basically the equivalent of a quantum entanglement protocol returning success codes, but the underlying database is still doing lazy loading on the gravitational wave detectors.
The $328 price target makes perfect sense if you factor in the dependency injection patterns of the silicon photonics, because obviously when you have automated beans managing the infrared spectrum allocation, the valuation metrics start behaving like a neural network during defragmentation cycles. Plus, the fiscal Q2 earnings are clearly following the same pattern as cryptocurrency mining validation - seemingly random but with an underlying algorithmic structure that only makes sense when viewed through the lens of interdimensional portfolio theory.
Have you considered how the PCIe lanes might be implementing the butterfly effect? Because that could totally explain why the FCF yield is correlating with the number of transistors per square millimeter, especially when you account for the fact that modern CPUs are basically just really fast coffee machines running on crystallized moonbeams.
The 35% upside is obviously related to the fact that AVGO’s chipset designs are using the same hexagonal architecture principles as honeybee navigation systems, which creates a natural resonance frequency with the collective unconscious of day traders.
Employees selling their held stock (which makes up 1-2% of all holders
Ug, no. Check your facts ársehole
Broadcom Inc. (AVGO) produced strong free cash flow and higher FCF margins for its fiscal Q2 ending May 4. FCF was almost 43% of revenue, its highest margin in the last year. Using a FCF yield valuation metric, ABGO stock is worth $328 per share, +35% more. This article will show how that works out.
Divide by market cap, it is immaterial
Just noise, not even that.
“Insiders” not even HT and the c-suite move the market of a 1 TRILLION $ company.
Grow up.
In Q1 insiders sold $150 million. Q4 $40 million. Q3 $50 million. Definitely seems accelerating into a bubble burst.
More stocks more dilution. More dollars needed to drive the price up and su-king up liquidity. More stocks and Earnings per share goes down. Insiders are always selling into a bubble. Because they know the bubble doesn't last forever.
Isn't that the point of buybacks? If you issue $10B in stock as employee compensation then buy $10B back w cash, it's like you're paying delayed-cash to employees, it's a wash. Employees selling their held stock (which makes up 1-2% of all holders) doesn't budge this 40-million shares a day trading volume beast, not even a tiny bit. It's the big institutions pumping up and dumping at peak that swings its price, that's how they make their short term $$.
05–0.06%? You know the daily volume?
That is exactly the point. Employee ownership doesn’t shift the stock as our financial shïthöle genius suggested.
This is the way!
Money doesn't get created when stock goes from 150 to 250 and billions are added to the market cap. It is just notional money. As people try to sell at 250 the stock falls precipitously. Money is a funny thing.
- 05–0.06%?
You know the daily volume? What percentage sold to get the stock from 250 to 150? Everyone don't get to cash out at the same stoocckkk price. As people sell the stoocckk falls exponentially.
@dq "Just a matter of time. "
6 quarters and the revenue keeps going up. If your timeline is 5 years then it's a stupid logic as nobody knows that far.
"Alternatives are coming up and virtualisation is no longer an elite technology."
Wait until you see VCF 9. If you only want virtualization, good for your business. Do your proxmox etc. They are much cheaper.
@hh RSU for 2026 was already stated in black and white. In advance, so employees know the amount per quarter. It has been 6 quarters. The loud minority who spread bad news didn't even register in the book.
Insider ownership, which includes shares held by executives, directors, and other corporate insiders (including employees via direct grants or RSUs), currently stands at approximately 0.05–0.06% of Broadcom’s total outstanding shares
https://www.gurufocus.com/term/insider-ownership/AVGO
Go back to your shǐthôle Mr. Financial Wannabe wizard.
Good to know that
Now Broadcom is forced to buy back more stockx because lot more of the employees are selling their stockx. This increases the free float and it becomes more and more difficult to control the stockx price. More vesting also decreases Earningsx per sharex. Hence the need to spend more and more of the free cash flow for sharex buybacks. The dividendx is also eating into the ability to pay back debt. The ability to payback debt is very limited due to these mandatory actions that will keep the illusion going.
Older debt has lower rates. The rates were zero in 2022. As older debt matures it will be refinanced at a vastly higher rate. This is going to make the interest payment more. Almost all the free cash flow will go for interest. May be they will stop issuing RSUs to employees at some point. They will not be able to buyback as much. If they cut dividends that will crater the stockx.
The intangibles. The brand value. The hatred of the company. The lifting of the veil. The lost innocence. It had to happen. It happened sooner and for many many more. In general it is the age of exposing the dark forces in our life.
@OP thanks for quoting the top line number. That is what most headlines will highlight. May be you should learn a bit more of the mandatory commentary from the high priestess of finance. Dont be an intern your whole life. Aspire to dive deep into darkness.
@OP Broadcom is the real life story of the hen that laid the golden egg. True, Vmware and pat/raghu had issues which needed to be fixed, but broadcom is unaliving the products and destroying some of the good things about the culture. Earlier, we cared about the product, the customers and the team. Now product and customers are last thing on anyone's mind and team is busy in removing the knives from their backs. Just a matter of time. Alternatives are coming up and virtualisation is no longer an elite technology.
The tantrix are good at faking till they get fired. You have to hand it to them. Total faaaakeees. Keep working on Java8 as the world moves to Java24. Get paid for becoming useless to the industry. Lose your health to the tantrix tantrums. Get you soul dragged through the mud of the left hand path. Count your silly paper dollars that are being devalued to zero. End up with no family and cancer. Die a lonely miserable death. That is the curse of the tantrix. Stay safe. Pray. Stay in the matrix only if you have to and only for so long as you need to.
Heed the signs and save your soul.
The stock is down $13 on Friday. Friday the 13th. See the signs. The universe is trying to tell you. Godspeed.
The stock is down $13 on Friday. Friday the 13th. See the signs. The universe is trying to tell you. Goodspeed.
The tantrix are clueless. They are just useful idiaaats. The coffeeee talks are just the exact same. The same script. Same slides. Because they don't know what is going on. They don't know the technology or the accounting. Everything is controlled by people who are placed in strategic positions. They are not the visible ones. The visible ones are just useful idiaatts. Know the real operators and be good to them. Be careful. Survive and thrive.
EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization)???? Lets talk free cash flow after interest on 70 billion in debt.
Yes, but at least they aren’t scùm sũcking a-holes.