Earnings Edge

Earnings Edge

Recaps

Hock Delivers Again: Recapping Broadcom's Earnings

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Consensus Media
Dec 11, 2025
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Nothing at all to complain about here other than the relatively quiet but historically positive run the stock has been on that leave shares very expensive. Broadcom has outperformed even Nvidia’s over the last two years (I heard that on CNBC just now but haven’t verified). Take a look here at Actuals vs. Consensus, noting the size of the upside here relative to expectations:

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