MAAT INDEX

CLAIM #7933 · Broadcom Inc (AVGO) · 2025Q1 earnings call · Mar 6, 2025 · due Dec 6, 2025

On the networking side, as indicated, Q1 showed a bit of a surge. But I don't expect that to be that mix of sixty-forty-sixty is compute and forty percent networking to be something that is normal? I think the norm is closer to seventy, thirty, maybe.

Hock Tan · CEO

PENDING
graded after results covering Dec 6, 2025 are reported

In context

ing out the industry's first two-nanometer AIXPU package in 3D. That was one in the script, and that's an area that we're focusing on. And then he mentioned that we've doubled the radix capacity of existing Tomahawk 5. To enable our AI customers to scale up on Ethernet. Towards the one million XPUs. I mean, that's a huge focus of the company. Christopher Rolland: Yep. Thank you very much, Kirsten. Operator: And one moment for our next question. And that will come from the line of Vijay Rakesh with Mizuho. Your line is open. Vijay Rakesh: Yeah. Hi. Thanks. Thanks. Just a question on the networking side. Just wondering how much does up sequentially on the AI side? And any thoughts around M&A going forward? Still a lot of headlines around the include products, Blue Care, so thanks. Hock Tan: On the networking side, as indicated, Q1 showed a bit of a surge. But I don't expect that to be that mix of sixty-forty-sixty is compute and forty percent networking to be something that is normal? I think the norm is closer to seventy, thirty, maybe. At best, thirty percent. And so who knows what Q2 is? We cannot see Q2 as continuing but that's just, at my mind, a temporary flip. The norm will be seventy thirty. If you take it across, a period of time, like six months, a year, that's your question. M&A, no. I'm too busy we're too busy doing AI and VMware at this point. We're not thinking of it. At this point. Vijay Rakesh: Thanks, Hock. Operator: Thank you. That is all the time we have for our question and answer session. I would now like to turn the call back over to Gu for any closing remarks. Gu: Thank you, Sherry. Broadcom currently plans to report its earnings for the second quarter of fiscal year 2025 after close of market on Thursday, June 5th, 2025. A public webcast of Broadcom's earnings conference call will follow at 2 PM Pa

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SEC filings for AVGO · Claim quote is verbatim from the 2025Q1 earnings call.