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Broadcom (BRCM) 2Q Earnings Fall 8.6 Pct, Yet Beat Estimates

 July 24, 2012 04:41 PM
 

(By Balaseshan) Broadcom Corp. (NASDAQ: BRCM), a maker of chips for products ranging from cellphones to network equipment, reported a decline in quarterly earnings due to higher costs and expenses. Results exceeded Street's expectations.

Profit declined 8.6% to $160 million for the second quarter, while earnings per share (EPS) fell 9.7% to $0.28. Adjusted earnings rose to $435 million or $0.72 per share from $420 million or $0.72 per share.

Revenue grew 9.7% to $1.971 billion. Analysts, on average, had expected EPS of $0.67 on revenue of $1.95 billion for the second quarter.

For the first quarter of 2012, Broadcom earned adjusted EPS of $0.65 on revenue of $1.827 billion.

Product revenue grew 10% to $1.92 billion, while licensing revenue rose to $6 million from $2 million. Income from Qualcomm (NASDAQ:QCOM) agreement declined to $48 million from $52 million.

Revenue from Broadband Communications rose 5.8% to $543 million, while revenue from Mobile & Wireless grew 10.8% to $900 million driven by 3G baseband and Wi-Fi combos. Infrastructure & Networking revenue grew 14.3% to $480 million, while other revenue decreased 5.9% to $48 million.

Gross margin declined to 46.7% from 49.6%, while adjusted gross margin increased to 52.2% from 51.1%.

Looking ahead into the third quarter, the company expects revenue of about $2.00 billion to $2.15 billion, while Street predicts $2.11 billion. Gross margin is expected to be up about 200 basis points from last quarter due to anticipated sequential increase in acquisition-related charges, while adjusted gross margin is predicted to be roughly flat from last quarter.

The company anticipates research & development and selling, general, and administrative expenses to be roughly flat from last quarter, and adjusted research & development and selling, general, and administrative expenses to increase about $5 million to $20 million from last quarter.

BRCM closed Tuesday's regular session down 0.68% at $30.77. The stock has been trading between $27.59 and $39.66 for the past 52 weeks.


Rich
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