Analysts expect the Palo Alto, California-based company to report quarterly earnings at $1.51 per share, up from $1.1 per share in the year-ago period. Broadcom projects quarterly revenue of $14.59 billion, compared to $11.96 billion a year earlier, according to data from Benzinga Pro.

The hardest thing about making custom AI chips for large, demanding customers might be the expectations that go with it. Shares of Marvell Technology slid Thursday morning following its quarterly report.

Broadcom, which acquired VMware in 2023, said that the vulnerabilities (tracked as CVE-2025-22224, CVE-2025-22225, and CVE-2025-22226) could allow an attacker with administrator or root privileges on a virtual machine to escape its protected sandbox and gain broader unauthorized access to the underlying hypervisor product.

Artificial Intelligence is a hot theme today. It has electrified markets and led to a massive surge in investments and impressive advancements in the AI space. However, I think the AI industry is still in the growth stage and the transformation is only beginning.

Broadcom investors evidently don't like the idea of the company potentially using Intel as its manufacturer, and sent the stock down by as much as 4.2% today. Broadcom's shares fell by 2.2% as of 11:25 a.m. ET.

With its stock plunging -20% YTD, Broadcom's investors must be a nervous bunch heading into its Q1 2025 report. See why I upgrade AVGO from sell to hold.

The compensation committee heaped praise on Brazeak for gaining regulatory approvals for Broadcom's $69 billion acquisition of VMware.