Broadcom的人工智能芯片销售额猛增74% Yoy, Broadcom's AI chip sales surged 74% YoY, driving strong Q4 results and a $73B AI backlog, despite stock dip and insider sale.

Broadcom报告Q4成果强劲,收入为18.02亿美元,EPS为19.5美元,估计数字为19.5美元,其驱动因素是AI芯片收入年年增长74%,达到65亿美元。 Broadcom reported strong Q4 results with $18.02 billion in revenue and $1.95 EPS, beating estimates, driven by a 74% year-over-year surge in AI chip revenue to $6.5 billion. 该公司披露了730亿美元的人工智能积压,预计将在18个月内完成,从而提升长期增长的能见度。 The company unveiled a $73 billion AI backlog, expected to deliver over 18 months, bolstering long-term growth visibility. 软件收入达到66亿美元,超过85%是经常性的,VMware集成加强了其基于订阅的高利润模式。 Software revenue reached $6.6 billion, with over 85% recurring, and VMware integration strengthened its high-margin, subscription-based model. 尽管19 % 的股票回收后收益和对Hok E. Tan首席执行官4 240万美元的内幕销售的担忧,分析师仍然保持着“买家”评级,引用了主要的AI基础设施定位、强劲的利润率和下一年预计的960亿美元收入。 Despite a 19% stock pullback post-earnings and concerns over CEO Hock E. Tan’s $42.4 million insider sale, analysts maintain "Buy" ratings, citing dominant AI infrastructure positioning, strong margins, and projected $96 billion in next-year revenue.