Optionality

mixed-to-constrained — strong FCF but earmarked to deleveraging the ~$45B VMware net debt; buybacks paused

high confidence · as of 2026-07-26 · about Broadcom

Sourced figures 1

stockanalysis.com AVGO balance sheet + cash-flow net debt $45.3B (VMware) vs ~$33B/yr FCF; buybacks paused
2026-05 high

the working

Threads 3

Jalapeño retired
In-House Silicon open
ASIC Tolls open

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