Broadcom Inc (WBO:BROA)
€ 153.68 -0.68 (-0.44%) Market Cap: 716.79 Bil Enterprise Value: 773.61 Bil PE Ratio: 138.11 PB Ratio: 11.31 GF Score: 78/100
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Broadcom Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 07, 2023 / 11:20PM GMT
Release Date Price: €59.34 (-1.05%)
Joseph Lawrence Moore
Morgan Stanley, Research Division - Executive Director

Great. Welcome back. I'm Joe Moore from Morgan Stanley Semiconductors. Very happy to have with us today the CFO of Broadcom, Kirsten Spears. I'll just quickly read a safe harbor. For important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please feel free to reach out to your Morgan Stanley sales representative.

So with that, thank you, Kirsten, for joining. I wonder if you could just talk generally about the business environment. And I guess for me, you're sort of describing an environment where you guys are being very vigilant at keeping your customers from building excess, but you're also talking about being kind of booked out with NTRs through the year. Is there a point where that sort of flips and where your people are being told to take order commitments that they've had? Like just how do you balance out those dynamics?

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