Broadcom Inc. (AVGO)
Broadcom supplies networking, broadband, and custom silicon alongside a large enterprise-software portfolio anchored by VMware. The company is a key beneficiary of demand for AI-focused data-center connectivity.
AVGO vs CRWD: how the two businesses compare
Broadcom (AVGO) and CrowdStrike (CRWD) do not both have comparable annual revenue in the SEC XBRL snapshot, so this comparison rests on business descriptions, classifications, and filings. The SEC classifies them differently (Semiconductors & Related Devices; Services-Prepackaged Software); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Information Technology
- Different
- Separate classifications
- Different
- AVGO November 1 · CRWD January 31
- Mar 5, 2026
AVGO vs CRWD: quick comparison
| Company fact | AVGO | CRWD |
|---|---|---|
| Company | Broadcom Inc. | CrowdStrike Holdings, Inc. |
| Exchange | NASDAQ | NASDAQ |
| Headquarters | Palo Alto, California | — |
| Founded | 1961 | — |
| SEC industry | Semiconductors & Related Devices | Services-Prepackaged Software |
| Fiscal year-end | November 1 | January 31 |
| Latest annual filing | 10-K · 2025-12-18 | 10-K · 2026-03-05 |
Where AVGO and CRWD overlap, and where they don't
Overlap
- Shared research theme: Artificial intelligence.
Differences
- Different SEC industries: AVGO files as Semiconductors & Related Devices; CRWD as Services-Prepackaged Software.
- Offset fiscal calendars: AVGO's year ends November 1 and CRWD's January 31, about 2 months apart.
- Only AVGO maps to Tariffs & trade.
- CRWD reported a net loss of $161M in its fiscal year ended Jan 2026.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike delivers cloud-native endpoint and cloud-workload cybersecurity through its Falcon platform.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves AVGO
- Custom AI accelerator (XPU) and Ethernet networking demand from hyperscalers
- Concentration among the top five end customers and major distributors
- VMware Cloud Foundation subscription transition
- Interest expense and debt paydown after the VMware acquisition
What moves CRWD
We have not yet published a company-specific driver list for CRWD. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-05.
The investment question
You now know how AVGO and CRWD are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, including “Custom AI accelerator (XPU) and Ethernet networking demand from hyperscalers” at AVGO, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. AVGO's fiscal year ends November 1, while CRWD's ends January 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 89 matched transaction rows for AVGO and 18 matched transaction rows for CRWD. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
AVGO primary filings
CRWD primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
AVGO vs CRWD FAQs
Are AVGO and CRWD direct competitors?
Not necessarily. Broadcom files as Semiconductors & Related Devices and CrowdStrike as Services-Prepackaged Software. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Which is better, AVGO or CRWD?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this AVGO vs CRWD comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Broadcom Inc. and CrowdStrike Holdings, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
AVGO vs CRWD compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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