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We are also supplying several hyperscalers, a portfolio of networking technologies as they scale up and scale out their AI clusters within their datacenters.
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2023 Q3
3 Sep 23
our wireless business has remained stable
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2023 Q3
3 Sep 23
Hyperscale continued to grow double-digits year-on-year, but enterprise and telco spending moderated.
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2023 Q3
3 Sep 23
We still expect the transaction will close in Broadcom's fiscal 2023.
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2023 Q2
4 Jun 23
in Q3, we expect our Infrastructure Software segment revenue to be up low single digits percentage year-on-year as the core software growth continues to be offset by weakness in Brocade.
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2023 Q2
4 Jun 23
continued softness in Brocade was offset by the continuing stable growth in core software
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2023 Q2
4 Jun 23
in Q3, we expect semiconductor revenue growth of mid-single-digit year-on-year growth
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2023 Q2
4 Jun 23
in Q3, we forecast industrial resales to be flattish year-on-year on continuing softness in Asia, offset by strength in Europe
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2023 Q2
4 Jun 23
Q2 industrial resales of $260 million increased 2% year-on-year as the softness in China was offset by strength globally in renewable energy and robotics
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2023 Q2
4 Jun 23
In Q3, we expect networking revenue to maintain its growth year-on-year of around 20%.
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2023 Q2
4 Jun 23
we expect wireless revenue to be up low single digits sequentially
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2023 Q2
4 Jun 23
in Q3, we expect our broadband growth to moderate to low-single-digit percent year-on-year
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2023 Q2
4 Jun 23
broadband. Revenue grew 10% year-on-year to $1.2 billion and represented 18% of semiconductor revenue
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2023 Q2
4 Jun 23
we expect server storage connectivity revenue in Q3 to be up low single digits year-on-year
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2023 Q2
4 Jun 23
our server storage connectivity revenue was $1.1 billion or 17% of semiconductor revenue and up 20% year-on-year
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2023 Q2
4 Jun 23
strong growth in AI infrastructure and hyperscalers from compute offload and networking
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2023 Q2
4 Jun 23
Networking revenue was $2.6 billion and was up 20% year-on-year, in line with guidance, representing 39% of our semiconductor revenue.
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2023 Q2
4 Jun 23
Wireless revenue declined seasonally, down 24% quarter-on-quarter and down 9% year-on-year.
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2023 Q2
4 Jun 23
Q2 wireless revenue of $1.6 billion represented 23% of semiconductor revenue.
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2023 Q2
4 Jun 23
Following the 30% year-on-year increases we have experienced over the past five quarters, overall IT infrastructure demand in Q2 moderated to meet-teens percentage growth year-on-year.
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2023 Q2
4 Jun 23