AV

Broadcom Inc. stock research

May 4, 2025

FY2025 Q2

Broadcom (AVGO) Gross Margin — Quarter Ended May 4, 2025

Revenue and gross profit were higher compared to both the prior quarter and the same quarter last year. The gross profit margin remained stable sequentially and improved relative to the year-ago period, driven by gross profit growing faster than revenue.

Gross margin takeaway

Quarter ended May 4, 2025 · FY2025 Q2

Revenue and gross profit were higher compared to both the prior quarter and the same quarter last year. The gross profit margin remained stable sequentially and improved relative to the year-ago period, driven by gross profit growing faster than revenue.

  • The gross profit margin was stable against the prior quarter and higher year over year. This reflects gross profit increasing at a pace consistent with revenue on a sequential basis, while outpacing revenue compared to a year ago.
  • Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all higher, with gross margin unchanged. Compared to the same quarter one year earlier, revenue and gross profit were higher, while gross margin was higher as cost of revenue rose at a slower rate.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

68.0%

Gross profit

$10.2B

Revenue

$15.0B

Cost of revenue

$4.8B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

+5.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Aug 4, 2024$13.1B$8.4B$4.7B63.9%
Nov 3, 2024$14.1B$9.0B$5.1B64.1%
Feb 2, 2025$14.9B$10.1B$4.8B68.0%
May 4, 2025$15.0B$10.2B$4.8B68.0%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Feb 2, 2025

-0.1 pts

Year-over-year change

May 5, 2024

+5.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross profit margin was stable against the prior quarter and higher year over year. This reflects gross profit increasing at a pace consistent with revenue on a sequential basis, while outpacing revenue compared to a year ago.

Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all higher, with gross margin unchanged. Compared to the same quarter one year earlier, revenue and gross profit were higher, while gross margin was higher as cost of revenue rose at a slower rate.

Monitor whether the rate of cost of revenue growth relative to revenue continues to allow gross margin stability or improvement.