Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the produ
TEAM
PYPL, AAPL, AVGO, ULTA, NKE, ACN, DIS, SHOP, OXY, TSLA, TMO, ADBE, GE, CRM, CB
ADI
ZBH, BCE, ADI, ALC, CLF
QRVO
William Kerwin
Equity Analyst