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It hasn’t been a very fun month if you’re watching the chart for Broadcom’s CDS:
We’re still talking about small numbers here, but not exactly pretty for a company with nearly $2T of equity value. Hopefully tomorrow’s results can reset the trajectory on a path lower.
This post outlines Consensus estimates for the quarter and forward guidance, a historical valuation framework for evaluating the setup, and a downloadable, working three-statement 2029 Consensus financial model (change assumptions as you see fit to adjust results).
Consensus Estimates - The Lack of Drift Here Signifies a Big Beat, IMO