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Broadcom's CEO Hosts 2012 Analyst Day (Transcript)Thu, Dec 6, 2012 • 1 Comment
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Broadcom Management Discusses Q3 2012 Results - Earnings Call TranscriptTue, Oct 23, 2012
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Broadcom Management Discusses Q2 2012 Results - Earnings Call TranscriptTue, Jul 24, 2012
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Broadcom's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, May 1, 2012
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Broadcom's CEO Discusses Q4 2011 Results - Earnings Call TranscriptTue, Jan 31, 2012
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Broadcom Corp. - Analyst/Investor DayWed, Dec 14, 2011
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Broadcom's CEO Discusses Q3 2011 Results - Earnings Call TranscriptTue, Oct 25, 2011
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Broadcom's CEO Discusses Q2 2011 Results - Earnings Call TranscriptMon, Jul 25, 2011
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Broadcom's CEO Discusses Q1 2011 Results - Earnings Call TranscriptTue, Apr 26, 2011
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Broadcom's CEO Discusses Q4 2010 Results - Earnings Call TranscriptWed, Feb 2, 2011 • 1 Comment
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Broadcom CEO Discusses Q3 2010 Results - Earnings Call TranscriptTue, Oct 26, 2010
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Broadcom Q2 2010 Earnings Call TranscriptTue, Jul 27, 2010
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Broadcom Corporation Q1 2010 Earnings Call TranscriptWed, Apr 28, 2010
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Broadcom Corp Q4 2009 Earnings Call TranscriptThu, Feb 4, 2010
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Broadcom Corp Q3 2009 Earnings Call TranscriptThu, Oct 22, 2009
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Broadcom Corp. Q2 2009 Earnings Call TranscriptThu, Jul 23, 2009
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PR Newswire (Thu, 8:00AM)
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PR Newswire (Jun 12, 2013)
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PR Newswire (Jun 11, 2013)
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PR Newswire (Jun 7, 2013)
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PR Newswire (Jun 3, 2013)
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PR Newswire (Jun 3, 2013)
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PR Newswire (May 29, 2013)
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PR Newswire (May 29, 2013)
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PR Newswire (May 28, 2013)
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PR Newswire (May 28, 2013)
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PR Newswire (May 23, 2013)
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PR Newswire (May 23, 2013)
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PR Newswire (May 14, 2013)
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PR Newswire (May 9, 2013)
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PR Newswire (May 7, 2013)
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Broadcom Introduces Highly Integrated, Low-Power Processor SoC for Switch Control Plane ApplicationsPR Newswire (May 7, 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
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- | On the move
- Wednesday, January 30, 6:44 PM Some mobile chipmakers are ticking higher following strong calendar Q4 reports from Qualcomm and Skyworks. CRUS +0.9% AH. AVGO +1.3%. RFMD +1.2%. BRCM, TQNT, INVN, and OVTI could also end up moving. Meanwhile, strong reports from Citrix, Fortinet, and ServiceNow have produced modest gains in some enterprise IT names. RHT +1.1% AH. VMW +0.8%. FFIV +0.6%. INFA +1%. Comment! [Tech]
- Tuesday, January 29, 5:38 PM Broadcom Corporation (BRCM) declares $0.11/share quarterly dividend, 10% increase from prior dividend of $0.10. Forward yield 1.31%. For shareholders of record Feb. 15. Payable Mar. 04. Ex-div date Feb. 13. Shares -1.2% AH. (PR) Comment! [Dividends, On the Move]
- Tuesday, January 29, 4:11 PM Broadcom (BRCM): Q4 EPS of $0.76 beats by $0.03. Revenue of $2.08B (+14.3% Y/Y) beats by $10M. Expects Q1 revenue of $1.9B (+/- 4%), below consensus of $2B. Expects Q1 product gross margin to be flat-to-down 50 bps Q/Q. Shares -2% AH. CC at 4:45PM ET (webcast). (PR) Comment! [Tech, Earnings, Breaking News]
- Tuesday, January 29, 12:10 AM Notable earnings after Tuesday’s close: ACE, AMZN, BNNY, BRCM, BXP, CSE, DLB, FSL, HA, HLIT, MPW, POL, RHI, RYL, UIS, VRTX Comment! [Earnings]
- Monday, January 28, 5:35 PM Notable earnings after Tuesday’s close: ACE, AMZN, BNNY, BRCM, BXP, CSE, DLB, FSL, HA, HLIT, MPW, POL, RHI, RYL, UIS, VRTX Comment! [Earnings]
- Wednesday, January 23, 5:08 PM NASDAQ 100 futures -0.5% AH after Apple trades lower on mixed FQ1 numbers and light FQ2 revenue guidance. As one would expect, Apple chip suppliers are also lower. CRUS -6.5% AH. QCOM -1.1%. BRCM -1.7%. SWKS -5.1%. AVGO -1.3%. TQNT -1.4%. Comment! [Tech, On the Move]
- Wednesday, January 23, 1:25 PM Samsung (SSNLF.PK) has passed Apple to become the world's top chip buyer, per Gartner: the firm estimates Samsung accounted for 8% of global chip purchases last year thanks to a 28.9% increase in consumption to $23.9B. Apple bought $21.4B worth of chips (7.2% share), and H-P $14B (4.7%). Samsung is trying to source more of those chips internally, as evidenced by last year's acquisitions (I, II). Some major Samsung mobile chip suppliers: SWKS, RFMD, MXIM, BRCM, QCOM. 1 Comment [Tech]
- Friday, January 18, 5:43 PM Though mass adoption isn't expected until 2015, Broadcom (BRCM) is betting big on 4K (UltraHD) video, co-founder/CTO Henry Samueli drives home in a VentureBeat interview. Among the chipmaker's CES launches was a decoder chip for home gateways that cuts the bitrate needed to deliver 4K video in half. Broadcom will also benefit from 4K adoption to the extent it boosts demand for 802.11ac (5G) Wi-Fi hardware - the company is an early leader in the 5G Wi-Fi space. Comment! [Tech]
- Tuesday, January 15, 12:18 PM Another day, another Apple supplier selloff due to iPhone sales worries. CRUS -2.8%. NTE -3.2%. BRCM -1.6%. SWKS -2.5%. AVGO -1.5%. LPL -3.5% MU -1.9%. Cirrus Logic now trades at just 7.3x FY14 (ends March '14) EPS, putting it squarely in value territory provided estimates don't get cut too much - Sterne Agee thinks iPhone order cuts are already baked into March quarter Cirrus estimates. Skyworks is at 8.4x FY14E (ends Sep. '14) EPS. (yesterday) (Multi-Fineline warning) 4 Comments [Tech, On the Move]
- Monday, January 14, 11:19 AM On cue, Apple's (AAPL -2.8%) sell-side fans are defending it following reports of iPhone component order cuts due to weaker-than-expected demand. UBS, one of the first to report of production cuts, says it detects no change to iPhone orders since December, though it worries shares could be pressured near-term. Wells Fargo notes Apple's 65M-unit iPhone 5 display order (per The Nikkei) was "an unrealistic number to begin with." JPMorgan says it only forecast 25M calendar Q1 iPhone 5 builds regardless. Notable Calls: "This sure feels like capitulation, doesn't it?" 41 Comments [Tech]
- Monday, January 14, 9:12 AM Unsurprisingly, iPhone chip suppliers are joining Apple in getting hit by the WSJ and Nikkei's order cut reports. CRUS -5%. QCOM -1.4%. BRCM -1.3%. SWKS -3.7%. TQNT -1.2%. AVGO -1.9%. Can Samsung (SSNLF.PK - +1.2% in Seoul), which just announced 100M cumulative Galaxy S phone sales, pick up the apparent slack for some of these companies? 17 Comments [Tech, On the Move]
- Sunday, January 13, 9:38 PM Apple (AAPL) has cut iPhone 5 component orders for calendar Q1 due to weaker-than-expected demand, sources tell the WSJ; display orders are said to be cut by ~50%. The Nikkei also claims display orders have been halved, albeit from an elevated level of 65M. The articles back up analyst reports of iPhone production and component order cuts, and raise the question of whether Apple needs a cheaper iPhone and/or one with a larger display to bolster its international share. Suppliers on watch: LPL, CRUS, OVTI, QCOM, BRCM, SWKS, TQNT, AVGO. 94 Comments [Tech, Top Stories]
- Friday, January 11, 2:17 PM A day after TSMC (TSM -0.1%) reported healthy December sales, occasionally-accurate Digitimes writes "industry watchers" expect TSMC to report a 7%-11% Q/Q sales drop for seasonally weak Q1, a range largely below estimates. Top clients such as QCOM, BRCM, TXN, and NXPI have reportedly "started to slow down orders" due to inventory adjustments," and wafer starts for MediaTek and Spreadtrum (SPRD) are seen falling 10%-20%. It's worth noting the article follows multiple reports of iPhone chip order cuts - several TSMC clients are iPhone suppliers. Comment! [Tech]
- Tuesday, January 8, 6:54 PM Broadcom's (BRCM) CES product launches include: 1) An IPTV set-top box reference platform that includes support for the high-speed 802.11ac Wi-Fi standard. 2) A video decoder chip supporting the UltraHD (4K) video standard, which is finding its way into high-end TVs. 3) A 1 Gbps home networking chip based on the MoCA 2.0 standard (new competition for ENTR). 4) A cable modem/gateway SoC that supports 1 Gbps downlink speeds. Broadcom also notes its set-top SoCs have been designed into boxes from Samsung and Comcast. Comment! [Tech]
- Monday, January 7, 4:59 PM More on Intel: As rumors of an Intel TV service run amok, the company is announcing a partnership with Comcast to enable the viewing of live Xfinity TV content on Intel-based devices without a set-top box (possibly a negative for CSCO, ARRS, BRCM and STM), but with the help of an Intel Puma cable modem/gateway. Intel is also mandating ultrabooks based on its next-gen Haswell CPUs sport touchscreens and support its wireless display tech. That could be a positive for touchscreen controller vendors such as ATML, CY, and SYNA. Comment! [Tech]
- Friday, January 4, 6:18 PM A stat-filled Nomura infographic offers plenty of market share data on tablet chip suppliers. Some details: Broadcom is estimated to supply 70%-75% of the tablet market's Wi-Fi/Bluetooth combo chips, 35% of its GPS chips, and 60% of its touchscreen controllers; Qualcomm is estimated to provide 30%-35% of its power management ICs, 70% of its baseband chips, and 55% of its GPS chips; and Skyworks is believed to provide 30%-35% of its RF/front-end chips. Also, OmniVision (50%-55% image sensor share) is estimated to derive 19% of its sales from the tablet market. (smartphones) 3 Comments [Tech]
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Ashraf Eassa
I want $BRCM to tank after hours so that I can establish a long term position. Article soon... - View all 6 replies
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Whitehawk: You should be clear on what defines "long-term." Investment articles written by a day trader...! (Yeah, I'm giving you a hard time.) -
Ashraf Eassa: I am not a day trader by nature, but I do make opportunistic trades now and again!
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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
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Ashraf Eassa: No position into ER. If it pukes its guts out, I will buy.
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turtledividend: Awesome Ashraf, I was doing DD on them today.. Will look forward to your BRCM article!
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Clayton Rulli
$BRCM in the new nintendo WII. ! 50% of business is mobile related. bout time it got some respect - View all 0 replies
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Clayton Rulli
Stephanie link still bullish on $BRCM--- she added to position via weekly update. Cramers Trust is Long - View all 1 replies
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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
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Clayton Rulli: networking aspect of BRCM business is not as exciting as wireless, but segment's sales grew 15.6% in its latest quarter.
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Trader14: The trend here is after the fact if something kept falling your stop was triggered, if it bounces back then magically your stop was not.
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Native Texan: I'll lay off; would you do me a favor and denote the author of the Twitter posts which are the catalysts for your trades? -
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dak269: Good job...not bad for 24 hrs. in something that isn't leveraged...
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jason2788: how you trade this market when im seeing 20pts evaporate from the DJIA in seconds is beyond me.
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vinyal: each and every one of them look like terrific shorts to me. of course anything is possible in this market.
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Leonid Kanopka: this means they can stabilize gross margins even when sales have fallen. -
Leonid Kanopka: plus revenue growth, and strong cashflow for shareholders thru repurchase & div. not to mention its strategic aquisitions
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Irishmedic: I see people I respect saying buy and there is no way in hell I will without knowing the stockI need to spend more time reading than on here -
Ocean Man: It's golden cross just made a diamond straight through it's 200 DMA, and it's Bollinger band just penetrated it's Fibonnaci candles.
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TonyNed: Charts don't look pretty on either of those. Hope you're hedgeing. -
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vinyal: then of course the mkts are acting like atomic bomb is going to explode in Europe
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Rubenov: Chines - My ass is still sore. Not a single green position on my portfolio. -
SwingTraders: I try to avoid the sore ass/must trade syndrome. Also the hot hand/must trade more syndrome.