AV

Broadcom Inc. stock research

Aug 3, 2025

FY2025 Q3

Broadcom (AVGO) Gross Margin — Quarter Ended Aug 3, 2025

Revenue increased from the prior quarter and from the same quarter a year ago. Gross profit also rose, while cost of revenue increased at a greater pace than a year ago, resulting in a gross margin that weakened compared to the prior quarter but improved versus the same quarter last year.

Gross margin takeaway

Quarter ended Aug 3, 2025 · FY2025 Q3

Revenue increased from the prior quarter and from the same quarter a year ago. Gross profit also rose, while cost of revenue increased at a greater pace than a year ago, resulting in a gross margin that weakened compared to the prior quarter but improved versus the same quarter last year.

  • Gross profit grew sequentially and year-over-year, supported by higher revenue, though the cost of revenue increased more sharply than revenue on sequential basis, compressing gross margin. The strongest observable margin driver is the revenue growth relative to cost of revenue growth.
  • Current quarter gross margin is lower than the immediately preceding quarter but higher than the same quarter one year earlier. Revenue and gross profit are higher in both comparisons.

Gross margin snapshot

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

Gross margin

67.1%

Gross profit

$10.7B

Revenue

$16.0B

Cost of revenue

$5.2B

Quarter-over-quarter change

-0.9 pts

Year-over-year change

+3.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
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%
Aug 3, 2025$16.0B$10.7B$5.2B67.1%

Quarterly comparisons

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

Previous-quarter change

May 4, 2025

-0.9 pts

Year-over-year change

Aug 4, 2024

+3.2 pts

What the margin says

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

Gross profit grew sequentially and year-over-year, supported by higher revenue, though the cost of revenue increased more sharply than revenue on sequential basis, compressing gross margin. The strongest observable margin driver is the revenue growth relative to cost of revenue growth.

Current quarter gross margin is lower than the immediately preceding quarter but higher than the same quarter one year earlier. Revenue and gross profit are higher in both comparisons.

Monitor the relationship between revenue growth and cost of revenue growth in upcoming quarters for its effect on gross margin stability.