Broadcom Inc ( AVGO) – Revival and growth in businesses increases chip demand

Broadband represented ~18 % of Semiconductor Solutions revenue and grew 28 % Y/Y . PON fibre grew over 40% Y/Y in the broadband carrier access business, mostly with existing generation 2.5G.With the introduction of 5G, service providers are competing for subscribers, resulting in global fibre , cable, and WiFi connectivity upgrades.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages : 38