Broadcom Inc.

The grade, in three tenses

Headline 7.1 out of ten, 9 of 9 metrics filed: past 7.6 out of ten, present 7.2 out of ten, future 6.5 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 7.6 out of ten. No warning events in its filings since 2018. 76th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 8.7 out of ten. +17.4% a year over 9 filed years; profitable in 9 of 9. 87th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 5.5 out of ten. Share count grew 4.7% a year. 67% of cash flow returned. Insiders: 281 sales, 2 purchases. 55th percentile among 67 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Financial health (present): 5.9 out of ten. ROE 28%: 28¢ of profit per shareholder dollar. Leverage 52%: owes 52¢ per asset dollar. 59th percentile among 95 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 9.1 out of ten. top 9% of 97 in its family; net margin 36.2%. 91st percentile among 97 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 7.1 out of ten. top 29% of 66 in its family for leadership; chief executive since 2018. 71st percentile among 66 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
• Room to expand (future): 5.9 out of ten. top 41% of 94 in its family for room to expand. 59th percentile among 94 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 7.5 out of ten. top 25% of 93 in its family for growth drivers. 75th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 6.0 out of ten. top 40% of 88 in its family for expectations against reality. 60th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2025-12-18 for the period ended 2025-11-02 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-09-10 for the period ended 2026-08-02 (on EDGAR). Newest results release: Form 8-K filed 2026-09-02 (on EDGAR). Newest filing: Form 4, 2026-09-25. Filings on record since 2018. Read from EDGAR 2026-10-12.

How the company works

Read from its Form 10-K filed 2025-12-18.

The people

Hock E. Tan has been president and chief executive since March 2006, when the company was still Avago Technologies; it bought Broadcom Corporation in February 2016 and now carries its name. Before that he ran Integrated Circuit Systems from 1999 until its sale in 2005, and earlier held finance posts at Commodore, PepsiCo and General Motors. He is also a director of Meta Platforms and has sat on the President's National Security and Telecommunications Advisory Committee since 2020. [1, 2, 3, 4, 5, 6]

Henry Samueli, who co-founded Broadcom Corporation in 1991, has chaired the board since 2018 after serving as chief technical officer from February 2016 to December 2018. The board lets him pledge part of his shares to secure loans for OCVIBE, a development project in Orange County, California. The other directors are Diane M. Bryant, Gayla J. Delly, Kenneth Y. Hao, Eddy W. Hartenstein, who is not standing for re-election, Check Kian Low, Justine F. Page and Harry L. You. [7, 5, 8, 9, 10]

Kirsten M. Spears, who came from LSI when Broadcom bought it in 2014, was chief financial officer from December 2020; the newest quarterly report names Amie Thuener as chief financial officer. Charlie B. Kawwas, also from LSI, has run the Semiconductor Solutions Group since July 2022, and Mark D. Brazeal, chief legal and corporate affairs officer since December 2021, came from SanDisk and, before that, Broadcom Corporation. The insider record adds S. Ram Velaga, filing as president of ISG since January 2026. [11, 12, 13, 14, 15]

Broadcom had about 33,000 employees at November 2, 2025, some 57% of them in research and development roles; 49% work in North America, 36% in Asia and 15% in Europe, the Middle East and Africa. Voluntary attrition in fiscal 2025 was about 4.1%. [16, 17]

How it operates

Broadcom sells two very different things. The larger is chips and chip-based hardware for five end markets: networking, wireless devices, servers and storage, broadband and industrial. For AI data centers it makes custom accelerators called XPUs, each built to one customer's specifications, along with Ethernet switching and routing chips, network adapters, physical-layer and optical parts and, in some cases, whole racks. It also makes radio filters for phones on its own FBAR technology, Wi-Fi and Bluetooth chips, PCIe switches, storage controllers, hard-disk chips, set-top box and broadband chips, and industrial parts. [18, 19, 20, 21]

The other half is infrastructure software in five portfolios: private cloud, led by VMware Cloud Foundation (VCF); mainframe software; cybersecurity, including Symantec and Carbon Black; enterprise software; and management of fibre channel storage networks. Its software buyers are large enterprises, most of the Fortune 500 among them, and banks, insurers and government agencies. [22, 23, 24, 25]

Sales are concentrated. One distributor bought 32% of fiscal 2025 revenue directly, up from 28%; distributors in all took 48%; and the company believes its top five end customers, through all channels, account for about 40%. Its AI chips go to hyperscalers and companies building frontier AI models, and to the equipment makers and system integrators that build their servers, switches and racks. Most product revenue is booked when title passes in Penang, Malaysia, where it keeps most of its inventory. [26, 27, 28, 29, 30]

By shipment location, the United States brought in 16.5 billion dollars, 25.8% of fiscal 2025 revenue, up 28.1%; China including Hong Kong 11.2 billion, 17.5%; Singapore 10.8 billion, 16.9%; Taiwan 6.5 billion, 10.1%; and all other places 19.0 billion, 29.7%. The filing notes that the end customers behind shipments to China are often located elsewhere. [31, 32]

It outsources most manufacturing. TSMC makes most of its wafers, and TSMC, ASE, Foxconn, Amkor and SPIL do most of its assembly and test. It keeps its own fabs for proprietary processes, the FBAR filters and the gallium arsenide and indium phosphide lasers used in fiber optics, mostly in the United States and Singapore. About two-thirds of its manufacturing materials came from five suppliers in fiscal 2025, some of them single sources. [33, 34, 35, 36]

The specifics

Broadcom traces its roots to AT&T/Bell Labs, Lucent and Hewlett-Packard and was built by acquisition: LSI, Broadcom Corporation, Brocade, CA, Symantec's enterprise security business and VMware. It bought VMware on November 22, 2023 for about $30,788 million in cash and 544 million of its shares, sold VMware's end-user computing business to KKR for $3.5 billion on July 1, 2024, and in April 2024 bought Seagate's system-on-chip operations for $600 million. [37, 38, 39, 40]

It holds about 19,000 patents with 2,170 applications pending, and part of its revenue comes from licensing royalties and litigation settlements. It names no rivals, describing its chip competitors as integrated device manufacturers, fabless companies and the in-house teams of large equipment makers, and warning that some of its own customers are entering its markets; in software it faces large enterprise vendors and niche players. [41, 42, 43, 44]

It has begun selling and leasing whole AI racks and systems built on its XPUs, and says its top AI customers have pressed for leases instead of purchases, with alternative financing or deferred payment, while some customers that chose it have constrained capital yet need its chips immediately. [45, 46, 47]

Tax incentives in Singapore, running through November 2030, and a Malaysian tax holiday to 2028 cut its fiscal 2025 tax provision by about $2,709 million, against a Singapore rate that would otherwise be 17%. It is subject to US export rules such as the Export Administration Regulations. [48, 49, 50]

What drives growth, line by line

Semiconductor Solutions. 36.9 billion dollars, 57.7% of fiscal 2025 revenue, up 22.5%. The filing credits strong demand for its networking solutions, primarily custom AI accelerators and AI networking products. [31, 51]

Infrastructure Software. 27.0 billion dollars, 42.3% of revenue, up 25.8%. The filing credits strong demand for VCF, including license revenue on contracts customers cannot terminate, and the move to subscription licenses; upfront license revenue came to $7,800 million. [31, 51, 52]

Across the company, revenue rose 23.9% to 63.9 billion dollars and gross margin widened to 68% from 63%, which the filing ties to higher revenue, more software license revenue and lower software labor costs after the VMware integration. Operating income rose 89.3% to 25.5 billion dollars. Operations generated $27,537 million of cash, and it paid $11,142 million in dividends. [53, 54, 55]

What comes next, in the company's own words: it expects a material impact on results and cash flows in fiscal 2026 from the global minimum tax as Singapore's version takes effect, expects significant customer concentration to continue, and plans to keep investing in product development, both organically and through acquisitions. [56, 57, 58]

What the desk infers (inferred, not filed)

• Some of Broadcom's newer AI chip customers lack the balance sheets of the largest cloud companies, most likely developers of frontier AI models, which is why it has begun offering to lease whole XPU racks with financing. Because: The filing names its AI customers as hyperscalers and companies with AI frontier models. [28] Its top AI customers have sought to lease racks built on its XPUs instead of buying them, with alternative financing or deferred payment. [46] Some customers that selected it have constrained resources or capital but need its custom XPUs immediately. [47] It lists the sale or leasing of AI racks and systems among its new business models. [45] Confidence 60 of 100. Wrong if: A filing showing that the customers leasing or financing XPU racks are the large cloud providers themselves.
• The distributor that bought 32% of revenue is mainly a channel for Broadcom's AI and networking chips on their way to a few large end customers, not a broad reseller of its catalog. Because: Direct sales to that one distributor were 32% of fiscal 2025 revenue, up from 28%. [26] Total revenue rose 23.9%, so the distributor took a larger share of a larger total. [53, 26] The filing credits the chip segment's growth to custom AI accelerators and AI networking products. [51] Its top five end customers, through all channels, account for about 40% of revenue, and its custom accelerators are built to individual customers' specifications. [27, 20] Confidence 55 of 100. Wrong if: A filing showing that most of what passes through that distributor is standard catalog parts sold to many smaller customers.
• Software growth came mainly from moving existing VMware customers onto VCF subscriptions, with much of the revenue booked upfront, rather than from winning new customers. Because: The filing credits software growth to VCF demand, license revenue on contracts customers cannot terminate and the move to subscription licenses. [51] It booked $7,800 million of upfront license revenue within products revenue in fiscal 2025. [52] Its stated focus is deeper penetration of its existing core, mainframe, VMware and Symantec endpoint customers. [59] Software gross margin rose on more license revenue and lower labor costs after the VMware integration. [54] Confidence 65 of 100. Wrong if: A filing showing that most of the software segment's growth came from customers new to VMware products.

Sources

1. Broadcom Inc., Form 10-K filed 2025-12-18: “Hock E. Tan has served as our President and Chief Executive Officer since March 2006. He was President and Chief Executive Officer at Integrated Circuit Systems, Inc., a publicly traded timing solutions IC company, from 1999 until its acquisition by Integrated Device Technology, Inc. in 2005.”
2. Broadcom Inc., Form 10-K filed 2025-12-18: “He was Vice President of Finance at Commodore International, Ltd. from 1992 to 1994, and held senior management positions at PepsiCo, Inc. and General Motors Corporation.”
3. Broadcom Inc., Form 10-K filed 2025-12-18: “He also has served as a Member of the President’s National Security and Telecommunications Advisory Committee since 2020.”
4. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Mr. Tan serves as a director of Meta Platforms, Inc.”
5. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Dr. Samueli served as our Chief Technical Officer from February 2016 to December 2018. He co-founded Broadcom Corporation in 1991 and held several executive leadership positions at Broadcom Corporation until its acquisition by Broadcom Inc. (formerly known as Avago Technologies Limited)”
6. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Since the acquisition of Broadcom Corporation in February 2016, Dr. Samueli has demonstrated a history of alignment with the long-term best interests of Broadcom”
7. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Henry Samueli, Ph.D. Director Since: 2016 Chairman of the Board since 2018”
8. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Dr. Samueli has pledged shares of Broadcom common stock to secure loans for a development project called OCVIBE in Orange County, California”
9. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Our Board is currently comprised of nine directors: Diane M. Bryant, Gayla J. Delly, Kenneth Y. Hao, Eddy W. Hartenstein, Check Kian Low, Justine F. Page, Henry Samueli, Ph.D., Hock E. Tan and Harry L. You.”
10. Broadcom Inc., Form DEF 14A filed 2026-03-02: “Mr. Hartenstein is not standing for re-election and will serve on our Board until the Annual Meeting.”
11. Broadcom Inc., Form 10-K filed 2025-12-18: “Kirsten M. Spears has served as our Chief Financial Officer and Chief Accounting Officer since December 2020. She served as our Principal Accounting Officer from March 2016 to December 2020 and Vice President and Corporate Controller from May 2014 to December 2020. She was Vice President and Corporate Controller at LSI Corporation from 2007 until its acquisition by us in 2014.”
12. Broadcom Inc., Form 10-Q filed 2026-09-10: “Amie Thuener, our Chief Financial Officer”
13. Broadcom Inc., Form 10-K filed 2025-12-18: “Charlie B. Kawwas, Ph.D. has served as our President, Semiconductor Solutions Group since July 2022.”
14. Broadcom Inc., Form 10-K filed 2025-12-18: “Mark D. Brazeal has served as our Chief Legal and Corporate Affairs Officer since December 2021. He served as our Chief Legal Officer from March 2017 to December 2021. He was Chief Legal Officer and Senior Vice President, IP Licensing for SanDisk Corporation from 2014 until its acquisition by Western Digital Corporation in 2016. He held several senior legal positions at Broadcom Corporation from 2000 to 2014”
15. The record on this page: the officers and directors who file Forms 3, 4 and 5 (the SEC's insider data sets)
16. Broadcom Inc., Form 10-K filed 2025-12-18: “As of November 2, 2025, we had approximately 33,000 employees worldwide, with approximately 57% in research and development roles. By geography, approximately 49% of our employees are located in North America, 36% in Asia, and 15% in Europe, the Middle East and Africa.”
17. Broadcom Inc., Form 10-K filed 2025-12-18: “Our global voluntary attrition rate in fiscal year 2025 was approximately 4.1%”
18. Broadcom Inc., Form 10-K filed 2025-12-18: “We offer our semiconductor and semiconductor-based solutions in five major end markets: Networking Connectivity, Wireless Device Connectivity, Servers and Storage Systems, Broadband and Industrial.”
19. Broadcom Inc., Form 10-K filed 2025-12-18: “Our AI semiconductor solutions include custom accelerators or XPUs, Ethernet switching and routing silicon, Ethernet NICs, physical layer devices (“PHYs”) and optical components, as well as racks and systems based on our XPUs.”
20. Broadcom Inc., Form 10-K filed 2025-12-18: “ASICs are custom products built to our individual customers’ specifications, such as our custom accelerators or XPUs, for hyperscalers, companies with AI frontier models and system integrators, and in some cases used in racks or systems.”
21. Broadcom Inc., Form 10-K filed 2025-12-18: “Our RF devices include multi-chip front-end modules that integrate transmit/receive switching and filtering functions for multiple frequency bands, filter modules and discrete filters, all using our proprietary commercial film bulk acoustic resonator (“FBAR”) filter technology.”
22. Broadcom Inc., Form 10-K filed 2025-12-18: “We offer five major infrastructure software portfolios: Private Cloud, Mainframe Software, Cybersecurity, Enterprise Software and FC SAN Management.”
23. Broadcom Inc., Form 10-K filed 2025-12-18: “Our Symantec and Carbon Black endpoint security solutions are designed to prevent, detect and respond to emerging threats”
24. Broadcom Inc., Form 10-K filed 2025-12-18: “Many of the largest companies in the world, including most of the Fortune 500, and many government agencies rely on our infrastructure and security software solutions”
25. Broadcom Inc., Form 10-K filed 2025-12-18: “Our software customers generally consist of large enterprises that have computing environments from multiple vendors and are in most major industries worldwide, including banks, insurance companies, other financial services providers, government agencies”
26. Broadcom Inc., Form 10-K filed 2025-12-18: “Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 32% and 28% of our net revenue for fiscal years 2025 and 2024, respectively.”
27. Broadcom Inc., Form 10-K filed 2025-12-18: “Sales to distributors accounted for 48% of our net revenue for each of the fiscal years 2025 and 2024. 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.”
28. Broadcom Inc., Form 10-K filed 2025-12-18: “Customers of these solutions are hyperscalers and companies with AI frontier models, as well as original equipment manufacturers (“OEMs”) and system integrators that develop servers, switches and racks deployed in large-scale AI data centers to run training and inference workloads.”
29. Broadcom Inc., Form 10-K filed 2025-12-18: “Although we recognize revenue for the majority of our products when title and control transfer in Penang, Malaysia, we disclose net revenue by country based primarily on the geographic shipment or delivery location specified by our distributors, OEMs, contract manufacturers, channel partners, or software customers.”
30. Broadcom Inc., Form 10-K filed 2025-12-18: “We store the majority of our product inventory in our warehouse in Malaysia”
31. The record on this page: revenue by line and by geography, as tagged in the annual report (the SEC's financial statement data sets)
32. Broadcom Inc., Form 10-K filed 2025-12-18: “In fiscal years 2025 and 2024, 17% and 20%, respectively, of our net revenue came from shipments or deliveries to China (including Hong Kong). However, the end customers for either our products or for the end products into which our products are incorporated, are frequently located in countries other than China (including Hong Kong).”
33. Broadcom Inc., Form 10-K filed 2025-12-18: “The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited (“TSMC”). 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.”
34. Broadcom Inc., Form 10-K filed 2025-12-18: “We use our internal fabrication facilities for products utilizing our innovative and proprietary processes, such as our FBAR filters for wireless communications and our vertical-cavity surface emitting laser and side emitting lasers based on gallium arsenide (“GaAs”) and indium phosphide (“InP”) lasers for fiber optic communications, while outsourcing commodity processes such as standard CMOS.”
35. Broadcom Inc., Form 10-K filed 2025-12-18: “The majority of our internal III-V semiconductor wafer fabrication is done in the U.S. and Singapore.”
36. Broadcom Inc., Form 10-K filed 2025-12-18: “During fiscal year 2025, we purchased approximately two-thirds of our manufacturing materials from five materials suppliers, some of which are single source suppliers.”
37. Broadcom Inc., Form 10-K filed 2025-12-18: “Our more than 60-year history of innovation dates back to our diverse origins from AT&T/Bell Labs, Lucent and Hewlett-Packard Company, and has evolved through acquisitions, including LSI Corporation, Broadcom Corporation, Brocade Communications Systems, Inc., CA, Inc., Symantec Enterprise Security, and VMware, Inc. (“VMware”).”
38. Broadcom Inc., Form 10-K filed 2025-12-18: “On November 22, 2023, we acquired VMware, Inc. (“VMware”) in a cash-and-stock transaction (the “VMware Merger”). The VMware stockholders received approximately $30,788 million in cash and 544 million shares of Broadcom common stock”
39. Broadcom Inc., Form 10-K filed 2025-12-18: “On July 1, 2024, we sold VMware’s end-user computing (“EUC”) business to KKR & Co. Inc. for cash consideration of $3.5 billion, after working capital adjustments.”
40. Broadcom Inc., Form 10-K filed 2025-12-18: “On April 23, 2024, we acquired certain assets related to the design, development, and manufacture of System-on-Chip operations of Seagate Technology Holdings plc for $600 million.”
41. Broadcom Inc., Form 10-K filed 2025-12-18: “As of November 2, 2025, we had approximately 19,000 U.S. and other patents and 2,170 U.S. and other pending patent applications.”
42. Broadcom Inc., Form 10-K filed 2025-12-18: “A portion of our revenue comes from IP licensing royalty payments and from litigation settlements relating to such IP.”
43. Broadcom Inc., Form 10-K filed 2025-12-18: “Competitors in semiconductor solutions include integrated device manufacturers, fabless semiconductor companies and the internal resources of large integrated OEMs. In infrastructure software, we compete with large enterprise software vendors that provide cloud, security, mainframe, enterprise and other software solutions”
44. Broadcom Inc., Form 10-K filed 2025-12-18: “We also expect competition in these markets to continue to increase as existing competitors improve or expand their product offerings and as new companies, including some of our customers, enter the markets.”
45. Broadcom Inc., Form 10-K filed 2025-12-18: “Failure to successfully develop increasingly advanced technologies, including our custom AI accelerators or XPUs, network switches and other AI-related products, or execute on new strategies or models such as the sale or leasing of AI racks or systems based on our XPUs could impair our competitive position.”
46. Broadcom Inc., Form 10-K filed 2025-12-18: “Moreover, our top customers, including our AI customers, may make and have made greater demands on us with regards to pricing and contractual terms, such as seeking to lease AI racks or systems based on our XPUs instead of purchasing, as well as alternative financings for such leases or other novel or deferred payment models.”
47. Broadcom Inc., Form 10-K filed 2025-12-18: “Some of our customers who have selected us may also have constrained resources or capital but require immediate availability of our custom XPUs.”
48. Broadcom Inc., Form 10-K filed 2025-12-18: “These Singapore tax incentives are scheduled to expire through November 2030. The corporate income tax rate in Singapore that would otherwise apply to us would be 17%. We also have a tax holiday from our qualifying income earned in Malaysia, which is scheduled to expire in 2028.”
49. Broadcom Inc., Form 10-K filed 2025-12-18: “the effect of these tax incentives and tax holiday decreased the provision for income taxes by approximately $2,709 million and $2,261 million for fiscal years 2025 and 2024, respectively.”
50. Broadcom Inc., Form 10-K filed 2025-12-18: “our business is subject to various import/export regulations, such as the U.S. Export Administration Regulations”
51. Broadcom Inc., Form 10-K filed 2025-12-18: “Net revenue from our semiconductor solutions segment increased due to strong demand for our networking solutions, primarily custom AI accelerators and AI networking products. Net revenue from our infrastructure software segment increased primarily due to strong demand for our VCF product, including license revenue recognized on contracts where customers do not have the right to terminate and the transition to a subscription license model.”
52. Broadcom Inc., Form 10-K filed 2025-12-18: “In fiscal year 2025, we included upfront license revenue of $7,800 million within products revenue.”
53. The record on this page: the filed annual figures (EDGAR's company facts)
54. Broadcom Inc., Form 10-K filed 2025-12-18: “As a percentage of net revenue, gross margin was 68% and 63% of net revenue for the fiscal years 2025 and 2024, respectively. The increase was primarily due to higher revenue impact on margin and higher infrastructure software gross margin percentage, driven by an increase in license revenue and lower infrastructure software labor costs following our integration of the VMware business.”
55. Broadcom Inc., Form 10-K filed 2025-12-18: “We generated $27,537 million of cash from operations. •We paid $11,142 million in cash dividends.”
56. Broadcom Inc., Form 10-K filed 2025-12-18: “the enactment in Singapore will become effective in our fiscal year ending November 1, 2026 (“fiscal year 2026”). While the tax did not have a material impact on our fiscal year 2025 consolidated results of operations, we expect a material impact from the enactment of these laws on our consolidated results of operations and cash flows for our fiscal year 2026.”
57. Broadcom Inc., Form 10-K filed 2025-12-18: “We expect to continue to experience significant customer concentration in future periods.”
58. Broadcom Inc., Form 10-K filed 2025-12-18: “We plan to continue investing in product development, both organically and through acquisitions, to drive growth in our business.”
59. Broadcom Inc., Form 10-K filed 2025-12-18: “We remain focused on strengthening relationships and increasing penetration within our existing core, mainframe, VMware, and Symantec endpoint customers and expanding the adoption of our enterprise software offerings with these customers.”

Where the revenue comes from

Lines of business in fiscal 2025: Semiconductor Solutions 58%, Infrastructure Software 42%. By geography: Other 30%, United States 26%, China (including Hong Kong) 18%, Singapore 17%, Taiwan 10%. As tagged in its annual report (Form 10-K, filed 2025-12-18).

Who runs it

Tan, Hock E (President and CEO); Velaga, S. Ram (President, ISG); Kawwas, Charlie B (President, SSG); O'Toole, Amie Thuener (Chief Financial Officer); Spears, Kirsten M. (CFO & Chief Accounting Officer); Samueli, Henry (Chief Technical Officer); Brazeal, Mark David (Chief Legal & Corp Affairs Ofc); Delly, Gayla J (director); Lien, Justine (director); You, Harry L. (director); and 3 more. 13 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.

This file: Overview · Past · Present · Future · Filings · every company on file

Every stock is a company. We grade the company behind the stock. CrossAssetData is a company research product: no investment advice, no price targets, no price predictions; every claim carries its source, and unseen means unseen. The full file draws when the page's script runs: the essentials, the balance sheet, the estimators, the trend, and every filing of the last ten years.