PR Newswire (Thu, 8:00AM)
Quote & Headlines
Market Currents
StockTalk
Today
5d
1m
3m
1y
5y
10y
52wk high:
52wk low:
EPS:
PE:
Div Rate:
Yield:
Market Cap:
Volume:
5,358 people get BRCM articles and Market Currents by email alert.
Get email alerts on BRCM »
HEADLINES:
ALL
|
PRO
|
FOCUS
|
RELATED
|
TRANSCRIPTS
|
NEWS & PR
-
-
PR Newswire (Thu, 8:00AM)
-
-
-
-
-
PR Newswire (May 14, 2013)
-
-
PR Newswire (May 9, 2013)
-
PR Newswire (May 7, 2013)
-
Broadcom Introduces Highly Integrated, Low-Power Processor SoC for Switch Control Plane ApplicationsPR Newswire (May 7, 2013)
-
PR Newswire (May 6, 2013)
-
-
-
-
PR Newswire (Apr 25, 2013)
-
-
PR Newswire (Apr 24, 2013)
-
To learn more about Seeking Alpha Pro, click here.
-
Broadcom's CEO Hosts 2012 Analyst Day (Transcript)Thu, Dec 6, 2012 • 1 Comment
-
Broadcom Management Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 23, 2012
-
Broadcom Management Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 24, 2012
-
Broadcom's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, May 1, 2012
-
Broadcom's CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Jan 31, 2012
-
Broadcom Corp. - Analyst/Investor DayWed, Dec 14, 2011
-
Broadcom's CEO Discusses Q3 2011 Results - Earnings Call TranscriptTue, Oct 25, 2011
-
Broadcom's CEO Discusses Q2 2011 Results - Earnings Call TranscriptMon, Jul 25, 2011
-
Broadcom's CEO Discusses Q1 2011 Results - Earnings Call TranscriptTue, Apr 26, 2011
-
Broadcom's CEO Discusses Q4 2010 Results - Earnings Call TranscriptWed, Feb 2, 2011 • 1 Comment
-
Broadcom CEO Discusses Q3 2010 Results - Earnings Call TranscriptTue, Oct 26, 2010
-
Broadcom Q2 2010 Earnings Call TranscriptTue, Jul 27, 2010
-
Broadcom Corporation Q1 2010 Earnings Call TranscriptWed, Apr 28, 2010
-
Broadcom Corp Q4 2009 Earnings Call TranscriptThu, Feb 4, 2010
-
Broadcom Corp Q3 2009 Earnings Call TranscriptThu, Oct 22, 2009
-
Broadcom Corp. Q2 2009 Earnings Call TranscriptThu, Jul 23, 2009
-
Broadcom Corporation Q1 2009 Earnings Call TranscriptTue, Apr 21, 2009
-
PR Newswire (Thu, 8:00AM)
-
PR Newswire (Thu, 8:00AM)
-
PR Newswire (May 14, 2013)
-
PR Newswire (May 9, 2013)
-
PR Newswire (May 7, 2013)
-
Broadcom Introduces Highly Integrated, Low-Power Processor SoC for Switch Control Plane ApplicationsPR Newswire (May 7, 2013)
-
PR Newswire (May 6, 2013)
-
at CNBC.com (May 1, 2013)
-
PR Newswire (Apr 25, 2013)
-
at CNBC.com (Apr 24, 2013)
-
at MarketWatch.com (Apr 24, 2013)
-
at MarketWatch.com (Apr 24, 2013)
-
at CNBC.com (Apr 24, 2013)
-
at CNBC.com (Apr 24, 2013)
-
at CNBC.com (Apr 24, 2013)
-
PR Newswire (Apr 24, 2013)
-
at CNBC.com (Apr 24, 2013)
-
at MarketWatch.com (Apr 23, 2013)
-
at CNBC.com (Apr 23, 2013)
-
PR Newswire (Apr 23, 2013)
BRCM vs. ETF Alternatives
Company Description
Broadcom Corporation (including our subsidiaries, referred to collectively in this Report as “Broadcom,” “we,” “our” and “us”) is a major technology innovator and global leader in semiconductors for wired and wireless communications. Our system-on-a-chip (SoC) and software solutions enable the... More
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Friday, April 5, 6:19 PM J.P. Morgan's Thomas Lee notes that several laggards in the first quarters of 2009-12 rebounded in Q2, so he figures select tech stocks look appealing now. Tech's forward P/E ratio is below the market's for the first time in 17 years, Lee says. His most noteworthy call is to buy Apple (AAPL), which slid 16% Q/Q. Some other favorites: BRCM, CHKP, ESRX, MYL, TASR, CHS, F, COF. 14 Comments [Tech, Quick Ideas]
- Tuesday, April 2, 12:04 PM More on Raymond James' upgrade of Qualcomm (QCOM +0.3%): Analyst Tavis McCourt thinks concerns about 4G baseband chip competition (from Broadcom, Nvidia, etc.) are overblown. Whereas rivals will be offering basebands built on 28nm processes in 2014, Qualcomm will have moved to 20nm, McCourt argues. His remarks come as a Taiwanese paper reports TSMC (TSM) is ahead of schedule in installing 20nm gear, and hopes to start volume production in Q3. Nvidia's Logan app processor (due in 2014) will use a 20nm process, but its Tegra 4i baseband/app processor is at 28nm. Comment! [Tech]
- Wednesday, March 27, 2:52 PM Broadcom's (BRCM +0.6%) 4G LTE baseband modem puts the chipmaker "in a position to emerge as a leading alternative supplier of LTE modems in 2014 to the high- to mid- tier smartphone segment," proclaims BMO's Ambrish Srivastava. Last month, RBC argued the chip, which won't ship until 2014, could allow Broadcom to displace market leader Qualcomm (QCOM) as Apple's basbeand supplier. Broadcom, which has invested a fortune in baseband R&D (with mixed results), has been trumpeting the chip's size and power draw. Comment! [Tech]
- Tuesday, March 26, 5:29 PM Broadcom (BRCM) sales chief Thomas Lagatta is resigning from his position at the end of the month, and will retire from Broadcom at year's end. Michael Hurston, the GM for Broadcom's very successful mobile combo chip business, will replace Lagatta. (PR) Comment! [Tech]
- Tuesday, March 26, 2:29 PM Following the lead of VMware's (VMW) Nicira unit, startup Big Switch Networks is rolling out a software-defined networking (SDN) platform it argues will cut dependence on proprietary switches from the likes of Cisco (CSCO) and Juniper (JNPR). Big Switch's platform, called Switch Light, can be used either with commodity switches running on BRCM chips, or "virtual" switches running Linux (BRCD has ambitions here). Unlike Nicira, which only partly leverages the OpenFlow SDN standard, Big Switch is fully throwing its weight behind OpenFlow, and is offering an open-source version of Switch Light to drive its adoption. (FBR) 3 Comments [Tech]
- Monday, March 18, 11:54 AM Samsung's Galaxy S IV uses a Broadcom (BRCM +0.9%) NFC chip rather than an NXP (NXPI -3.3%) part, NFC Times confirms in a column that seems to be pressuring NXP shares - some already suspected a Broadcom chip is being used. The site adds Broadcom's part works in tandem with an STMicroelectronics (STM +3.8%) memory chip to enable NFC payment apps from Visa and MasterCard. NXP supplies the NFC chip found in the Galaxy S III and is still the market's leading vendor, but Broadcom's design win rate has been picking up lately. 1 Comment [Tech, On the Move]
- Friday, March 15, 1:38 PM A Chinese site has already torn down a local version of Samsung's Galaxy S IV. Discovered parts include a Qualcomm (QCOM) 3G baseband chip, an Intel (INTC) baseband chip and RF transceiver, TriQuint (TQNT) and Skyworks (SWKS) power amplifiers, Synaptics (SYNA) and Atmel (ATML) controllers, and a Broadcom (BRCM) GPS receiver. A Qualcomm baseband/app processor is expected in the U.S. version. RBC thinks thinks 70M S IV units could be sold this year, and sees Broadcom (NFC chip and a combo chip with high-speed Wi-Fi to go with the GPS chip) and Maxim (MXIM - power management and infrared chips) benefiting. 4 Comments [Tech]
- Thursday, March 14, 7:36 PM Live from New York, it's the Samsung (SSNLF.PK) Galaxy S IV. Mobile chief JK Shin has unveiled Samsung's new flagship device, which happens to look a lot like its predecessor. The S IV, said to support every 4G LTE band, will go on sale in late April (U.S. availability might take longer). The expected 5" 1080p display and 13MP camera are there, the next-gen 802.11ac Wi-Fi standard is supported (could be a positive for BRCM), and infrared, temperature, and humidity sensors are thrown in. A variety of camera tricks/gimmicks are provided, including the ability to simultaneously record video from both cameras. (live blog) (previous) 33 Comments [Tech]
- Wednesday, March 13, 12:39 PM The Forensic Accounting ETF (FLAG) rolls out new names given "A" and "F" ratings after a check of the books. Those getting top scores are LMT, ANF, and BRCM, while those failing are HD, F, COL, and TRIP. "Home Depot's revenue increase of 6% doesn't justify the stock's 23+ P/E ratio ... Ford has high and increasing cost of goods sold putting pressure on margins." 5 Comments
- Monday, March 11, 7:02 PM A new Broadcom (BRCM) digital cable adapter SoC makes it easier for cable video to be delivered to "Boxee boxes, smart TVs and other types of IP-connected video devices," Light Reading observes. The BCM7576's integration of an IP mini server allows it to decrypt content so that it can be shuffled around home networks, and onto retail devices. The chip can also handle up to four video feeds using a single-tuner - current adapters often require multiple tuners. (PR) Comment! [Tech]
- Monday, March 11, 4:19 PM EZchip (EZCH +2.6%) had a roller-coaster ride after Kerrisdale Capital issued a report voicing concerns about Broadcom's (BRCM) entry into the carrier network processor market, arguing the company's ability to offer an end-to-end solution for line cards gives it an edge. Kerrisdale also warns of competition from Marvell's (MRVL) Xelerated unit, and argues EZchip's NPS processor will be at a manufacturing disadvantage relative to private Netronome. Shares rebounded after Feltl defended EZchip, asserting Broadcom's chips are handicapped by a lack of an integrated traffic manager, and noting Cisco and ZTE will use EZchip's NP-5 processor. 1 Comment [Tech, Quick Ideas]
- Wednesday, March 6, 9:40 AM More on Apple: Berenberg's Adnaan Ahmad has downgraded shares to Sell from Buy, while also cutting his rating on Samsung (SSNLF.PK). With smartphone growth now fueled by emerging markets, "Apple and Samsung margins are peaking and growth is going to be driven by the margin-dilutive mid-to-low-end segment," he argues. Also, Citi has cut its PT to $480, citing weaker iPhone 5 and regular iPad demand. Citi, which cut Apple to Neutral in December, now expects March and June quarter iPhone sales of 34M and 25M, below a consensus of 37M and 32M. AAPL -0.2%. 23 Comments [Tech]
- Wednesday, March 6, 9:13 AM Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday) 29 Comments [Tech]
- Friday, March 1, 10:40 AM Apple (AAPL -1.8%) and its suppliers slump after iPhone/iPad image sensor provider OmniVision (OVTI -10.9%) issues light guidance to go with its FQ3 beat. CRUS -4.2%. SWKS -1.9%. TQNT -1.7%. AVGO -2%. RFMD -3.2%. BRCM -1.6%. On its FQ3 call, OmniVision would only attribute the guidance to "a seasonal trend of business," while adding smartphone market share trends are "highly, highly volatile right now." Like virtually all other Apple suppliers, OmniVision never mentions Apple by name. 21 Comments [Tech, On the Move, Earnings]
- Friday, February 22, 6:25 PM Though production and yields have risen, TSMC (TSM +1.1%) is still fully using up its 28nm chip manufacturing capacity thanks to strong demand from mobile clients, Digitimes reports. The report comes shortly after rival UMC warned of a Q1 operating loss due to a "slower than expected" 28nm ramp, and might bode well for TSMC equipment suppliers KLAC and LRCX - TSMC set a relatively light capex budget for 2013. Mobile chipmakers using TSMC's cutting-edge processes include Qualcomm, Broadcom, Nvidia, and MediaTek. Comment! [Tech]
- Friday, February 22, 10:36 AM Piper launches coverage of Broadcom (BRCM +1.6%) with an Overweight and $50 PT, leading shares to outperform a bit. The chipmaker, which has more or less been range-bound since last spring, sold off on Wednesday on concerns about iPhone demand. Samsung's Galaxy S IV, which will reportedly sport a Broadcom combo chip (like the S III), is expected to be announced next month. Comment! [Tech]
-
- View all 2 replies
-
Clayton Rulli: I like it. stock has stuggled to stay above 35...Although, the Samsung release is tonight which may involve a device teardown- BRCM inside? -
Ashraf Eassa: It probably will involve a BRCM chip, but isn't this well known? Looking for re-entry at or below $34.50.
-
Derrik Lattig
$BRCM call looking good. Up over 4% over the last couple of days. http://bit.ly/ZCh9wd - View all 0 replies
-
Ashraf Eassa
$BRCM call looking good. Up over 4% over the last couple of days. http://seekingalpha.com/s/ccxh7 - View all 0 replies
-
- View all 0 replies
-
- View all 0 replies
-
- View all 1 replies
-
-
- View all 0 replies
-
- View all 0 replies
-
Ashraf Eassa
Didn't catch $BRCM at $33.25 the other day. Will be more attentive, as I am trying to build a position. - View all 0 replies
-
- View all 1 replies
-
LATEST REPLIES
-
Ashraf Eassa
Don't be shy! If you want analysis of anything in the semiconductor universe, let me know! (Clayton, that $BRCM article is next) - View all 1 replies
-
-
Todd Campbell
$QCOM is the big winner in the iPhone 5. $SWKS, $BRCM & $AVGO did nicely too. http://bit.ly/Q2uxto - View all 7 replies
-
-
-
Clayton Rulli
Stephanie link still bullish on $BRCM--- she added to position via weekly update. Cramers Trust is Long - View all 1 replies
-
-
Clayton Rulli
$CSCO strong quarter = good for $BRCM . Networking is 25% of BRCM business, and CSCO is 40% of BRCM's newtorking business. - View all 2 replies
-
Clayton Rulli: networking aspect of BRCM business is not as exciting as wireless, but segment's sales grew 15.6% in its latest quarter.
-
-
- View all 1 replies
-
-
- View all 3 replies
-
-
briandiplacido: I opened a Twitter account, you're currently the only person I follow. Nice CVS trade this morning.
-
- View all 1 replies
-
-
- View all 3 replies
-
-
-
- View all 1 replies
-
-
- View all 2 replies
-
-
-
- View all 2 replies
-
OneLongTrade: 1295 on the SPX. Looks like we see 1278 next week. Yearly buying opp coming up, market internals look like August/Oct last year. -
-
- View all 2 replies
-
-
-
- View all 2 replies
-
FortSumter: Great #timestamp! Good luck to you on the trade. What exactly are you looking for as a trade out....10%?
-
-
- View all 5 replies
-
-
Ricardo Espinosa: Unfilled gap around 30.30, flip that MF, buy the rumor, sell the news.
-
freefdawatchlist
http://bit.ly/zSDYcD today after hours earning CBS, BRCM, GGP, BXP, CHK, GOOG, FISV, OKE - View all 3 replies
-
-