Broadcom (AVGO): FY25 Q2 earnings call, Jun 5, 2025
No Kalshi or Polymarket word markets were listed for Broadcom’s Jun 5, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
10 matches for “VMware”; 5 quoted, at least 25 words apart.
…all organic as Q2 last year was the first full quarter with VMware. Now revenue was driven by continued strength in AI semiconductors and the…
…strong VCF sales over the past 18 months since the acquisition of VMware has created annual recurring revenue or otherwise known as ARR growth of…
…60% a year ago. This year-on-year improvement reflects our disciplined integration of VMware. Moving on to cash flow. Free cash flow in the quarter was…
…the execution that you guys have been able to do with the VMware integration, looking at the balance sheet, looking at the debt structure, I'm…
…say, because, yes, we have done a lot of the integration of VMware now, and you can see that in the level of free cash…
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