Hollsteen

Broadcom

Semiconductors for networking and data centers, plus infrastructure software.

Dependency

One customer: 32% of revenue

32%FY2025
●Revenue FY2025CUSTOMERS ●Customer A (not named in the filing)Customer A32%HOLDINGS ◆No holding between Broadcom and the other 99 companies found in SEC filings (not reported).not reportedREGIONS ■No revenue split by country in the dataset (neither an XBRL concentration fact nor a country axis).not reportedSUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetBroadcom$63.9B · FY2025
Broadcom$63.9B · FY2025

Customers

Customer A32%

Holdings

not reported

Regions

not reported

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

11 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote40%FY2025 (per quote)0.9–
Customer (share)Customer(s) per quote32%FY2025 (per quote)0.9–
names as supplierTSMC–Nov 2, 20250.7no
names us as supplierArista–Dec 31, 20250.7no
names us as partnerArista–Dec 31, 20250.7no
names us as partnerQualcomm–Sep 28, 20250.7no
names (role not stated)TSMC–Nov 2, 20250.6no
names (role not stated)ASE Technology–Nov 2, 20250.6no
names us (role not stated)Arista–Dec 31, 20250.6no
names us (role not stated)Dell–Jan 30, 20260.6no
names us (role not stated)Fortinet–Dec 31, 20250.6no
Region (share)Asia Pacific56.2%a12 months to Nov 2, 20251.0–
Region (share)All Other Geographies Member29.7%a12 months to Nov 2, 20251.0–
Region (share)Americas29.6%a12 months to Nov 2, 20251.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (1 related-party statements in the 10-K filed Dec 18, 2025, none referring to them).

Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 15 competitor mentions not counted as dependencies.

Revenue

Infrastructure Software: 42.3% of revenue

$63.9B+23.9% vs. FY2024
FY2019 · Infrastructure Software: Infrastructure Software 5156 / Revenue $22.6B = 22.8%FY2020 · Infrastructure Software: Infrastructure Software 6621 / Revenue $23.9B = 27.7%FY2021 · Infrastructure Software: Infrastructure Software 7067 / Revenue $27.4B = 25.7%FY2022 · Infrastructure Software: Infrastructure Software 7385 / Revenue $33.2B = 22.2%FY2023 · Infrastructure Software: Infrastructure Software 7637 / Revenue $35.8B = 21.3%FY2024 · Infrastructure Software: Infrastructure Software 21,478 / Revenue $51.6B = 41.6%FY2025 · Infrastructure Software: Infrastructure Software 27,029 / Revenue $63.9B = 42.3%42.3%22.8%FY2019FY2025FY2022
FY2020 · Infrastructure Software: Infrastructure Software 6621 / Revenue $23.9B = 27.7%FY2021 · Infrastructure Software: Infrastructure Software 7067 / Revenue $27.4B = 25.7%FY2022 · Infrastructure Software: Infrastructure Software 7385 / Revenue $33.2B = 22.2%FY2023 · Infrastructure Software: Infrastructure Software 7637 / Revenue $35.8B = 21.3%FY2024 · Infrastructure Software: Infrastructure Software 21,478 / Revenue $51.6B = 41.6%FY2025 · Infrastructure Software: Infrastructure Software 27,029 / Revenue $63.9B = 42.3%42.3%27.7%FY2020FY2025FY2023

Share of Infrastructure Software in revenue per fiscal year (FY2019–FY2025, segments); share = segment revenue / total revenue, derived.

Other parts FY2025: Semiconductor Solutions 57.7%

Debt

Total debt FY2025: −3.6% vs. FY2024

$65.1BaInterest expense $3.2B (FY2025)
Total debt FY2016: not reportedTotal debt FY2017: $17.5B – Total debt = current portion of long-term debt $117M (us-gaap:LongTermDebtCurrent, 10-Q 0001730168-18-000019) + long-term debt $17.4B (us-gaap:LongTermDebtNoncurrent, 10-Q 0001730168-18-000019) = $17.5BTotal debt FY2018: $17.5B – Total debt = current portion of long-term debt $0.00 (us-gaap:LongTermDebtCurrent, 10-K 0001730168-18-000084) + long-term debt $17.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001730168-18-000084) = $17.5BTotal debt FY2019: $32.8B – Total debt = current portion of long-term debt $2.8B (us-gaap:LongTermDebtCurrent, 10-K 0001730168-19-000144) + long-term debt $30.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001730168-19-000144) = $32.8BTotal debt FY2020: $41.1B – Total debt = current portion of long-term debt $827M (us-gaap:LongTermDebtCurrent, 10-K 0001730168-20-000226) + long-term debt $40.2B (us-gaap:LongTermDebtNoncurrent, 10-K 0001730168-20-000226) = $41.1BTotal debt FY2021: $39.7B – Total debt = current portion of long-term debt $264M (us-gaap:LongTermDebtCurrent, 10-Q 0001730168-22-000081) + long-term debt $39.4B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-22-000118) = $39.7B; incl. finance leases (balance-sheet line)Total debt FY2022: $39.5B – Total debt = current portion of long-term debt $403M (us-gaap:LongTermDebtCurrent, 10-K 0001730168-22-000118) + long-term debt $39.1B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-22-000118) = $39.5B; incl. finance leases (balance-sheet line)Total debt FY2023: $39.2B – Total debt = current portion of long-term debt $1.6B (us-gaap:LongTermDebtCurrent, 10-K 0001730168-23-000096) + long-term debt $37.6B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-23-000096) = $39.2B; incl. finance leases (balance-sheet line)Total debt FY2024: $67.6B – Total debt = short-term debt $1.3B (us-gaap:DebtCurrent, 10-Q 0001730168-25-000021) + long-term debt $66.3B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-24-000139) = $67.6B; incl. finance leases (balance-sheet line)Total debt FY2025: $65.1B – Total debt = short-term debt $3.2B (us-gaap:DebtCurrent, 10-Q 0001730168-26-000016) + long-term debt $62.0B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-25-000121) = $65.1B; incl. finance leases (balance-sheet line)65.1a17.5a67.6aFY2016FY2025FY2021
Total debt FY2020: $41.1B – Total debt = current portion of long-term debt $827M (us-gaap:LongTermDebtCurrent, 10-K 0001730168-20-000226) + long-term debt $40.2B (us-gaap:LongTermDebtNoncurrent, 10-K 0001730168-20-000226) = $41.1BTotal debt FY2021: $39.7B – Total debt = current portion of long-term debt $264M (us-gaap:LongTermDebtCurrent, 10-Q 0001730168-22-000081) + long-term debt $39.4B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-22-000118) = $39.7B; incl. finance leases (balance-sheet line)Total debt FY2022: $39.5B – Total debt = current portion of long-term debt $403M (us-gaap:LongTermDebtCurrent, 10-K 0001730168-22-000118) + long-term debt $39.1B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-22-000118) = $39.5B; incl. finance leases (balance-sheet line)Total debt FY2023: $39.2B – Total debt = current portion of long-term debt $1.6B (us-gaap:LongTermDebtCurrent, 10-K 0001730168-23-000096) + long-term debt $37.6B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-23-000096) = $39.2B; incl. finance leases (balance-sheet line)Total debt FY2024: $67.6B – Total debt = short-term debt $1.3B (us-gaap:DebtCurrent, 10-Q 0001730168-25-000021) + long-term debt $66.3B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-24-000139) = $67.6B; incl. finance leases (balance-sheet line)Total debt FY2025: $65.1B – Total debt = short-term debt $3.2B (us-gaap:DebtCurrent, 10-Q 0001730168-26-000016) + long-term debt $62.0B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-25-000121) = $65.1B; incl. finance leases (balance-sheet line)65.1a41.1a67.6aFY2020FY2025FY2023

$B per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources). Not reported: FY2016.

All metrics →
Sources (34)

Dependency

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Dec 18, 2025 0001730168-25-000121
    “We believe aggregate sales to our top five end customers, through all channels, accounted for approximately 40% of our net revenue for each of the fiscal years 2025 and 2024.”
  • names as supplier TSMC 10-K, filed Dec 18, 2025 0001730168-25-000121
    “The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited (“TSMC”).”
  • names us as supplier Arista 10-K, filed Feb 17, 2026 0001596532-26-000013
    “In particular, we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”
  • names us as partner Arista 10-K, filed Feb 17, 2026 0001596532-26-000013
    “Our product development efforts are also dependent upon the success of our continued collaboration with our key merchant silicon vendors such as Broadcom.”
  • names us as partner Qualcomm 10-K, filed Nov 5, 2025 0000804328-25-000085
    “Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
  • names (role not stated) TSMC 10-K, filed Dec 18, 2025 0001730168-25-000121
    “We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”
  • names (role not stated) ASE Technology 10-K, filed Dec 18, 2025 0001730168-25-000121
    “We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”
  • names us (role not stated) Arista 10-K, filed Feb 17, 2026 0001596532-26-000013
    “For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
  • names us (role not stated) Dell 10-K, filed Mar 16, 2026 0001571996-26-000008
    “Relationship with VMware — In March 2024, following the acquisition of VMware by Broadcom, we terminated our Commercial Framework Agreement with VMware, whereby we acted as a distributor of VMware standalone products and services.”
  • names us (role not stated) Fortinet 10-K, filed Feb 25, 2026 0001262039-26-000007
    “Our limited source components for particular appliances and suppliers of those components include specific types of CPUs from Intel and AMD, network and wireless chips from Broadcom, Marvell, Qualcomm and Intel, and memory devices from Intel, Micron, ADATA, Toshiba, Samsung and Western Digital.”
  • Region (share) Asia Pacific 10-K, filed Dec 18, 2025 0001730168-25-000121
    “XBRL-Fakt srt:AsiaPacificMember (id f-492) / Gesamt (id f-1685)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[srt:AsiaPacificMember] 35,896,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 63,887,000,000 (period 2024-11-04–2025-11-02)
  • Region (share) All Other Geographies Member 10-K, filed Dec 18, 2025 0001730168-25-000121
    “XBRL-Fakt avgo:AllOtherGeographiesMemberMember (id f-1722) / Gesamt (id f-1685)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[avgo:AllOtherGeographiesMemberMember] 18,979,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 63,887,000,000 (period 2024-11-04–2025-11-02)
  • Region (share) Americas 10-K, filed Dec 18, 2025 0001730168-25-000121
    “XBRL-Fakt srt:AmericasMember (id f-491) / Gesamt (id f-1685)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[srt:AmericasMember] 18,939,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 63,887,000,000 (period 2024-11-04–2025-11-02)

Revenue

Debt

  • Total debt FY2023 10-K, filed Dec 14, 2023 0001730168-23-000096
    Total debt = current portion of long-term debt $1.6B (us-gaap:LongTermDebtCurrent, 10-K 0001730168-23-000096) + long-term debt $37.6B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-23-000096) = $39.2B; incl. finance leases (balance-sheet line)
  • Total debt FY2024 10-Q, filed Mar 12, 2025 0001730168-25-000021
    Total debt = short-term debt $1.3B (us-gaap:DebtCurrent, 10-Q 0001730168-25-000021) + long-term debt $66.3B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-24-000139) = $67.6B; incl. finance leases (balance-sheet line)
  • Total debt FY2025 10-Q, filed Mar 11, 2026 0001730168-26-000016
    Total debt = short-term debt $3.2B (us-gaap:DebtCurrent, 10-Q 0001730168-26-000016) + long-term debt $62.0B (us-gaap:LongTermDebtAndCapitalLeaseObligations, 10-K 0001730168-25-000121) = $65.1B; incl. finance leases (balance-sheet line)
  • Interest expense FY2025 10-K, filed Dec 18, 2025 0001730168-25-000121

Data quality

Legal name
Broadcom Inc.
CIK
0001730168
Period
FY2016 – Q3 FY2026
Coverage
98.4% · 1320 reported · 356 derived · 27 missing · 446 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.