AVGO · Technology
Broadcom Inc.
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-08-08
- Supply Chain Constraints and CapacityImportance 26 · Surprise 24Taiwan Semiconductor Manufacturing is accelerating its 3-nanometer production target to 180,000 wafers per month. The capacity increase is attributed to strong demand from major high-performance computing and AI…
- Google TPU PartnershipImportance 20 · Surprise 24Alphabet began recording sales of its internally developed Tensor Processing Units (TPUs) in the second quarter. The TPU sales activity could expand Alphabet’s top-line contribution from custom AI accelerators and…
News · 2026-08-07
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
News · 2026-08-06
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
- VMware Cloud Foundation 9.1Importance 17 · Surprise 24Broadcom rolled out security updates for VMware Cloud Foundation, including enhancements to VMware vDefend and VMware Avi Load Balancer. The updates target AI-powered cyberattacks and are intended to reduce operational…
News · 2026-08-05
- Purchase Commitments and BackstopsImportance 71 · Surprise 60Third-party reporting described Broadcom’s reported $128.1 billion purchase-commitment plan, primarily associated with inventory and financing customer AI deals. The report said significant fiscal 2027 and fiscal 2028…
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
News · 2026-08-04
- Purchase Commitments and BackstopsImportance 71 · Surprise 60Third-party reporting described Broadcom’s reported $128.1 billion purchase-commitment plan, primarily associated with inventory and financing customer AI deals. The report said significant fiscal 2027 and fiscal 2028…
- AI Bookings and BacklogImportance 64 · Surprise 42Broadcom’s core customers reportedly placed more than $30 billion of new AI semiconductor orders in the second quarter of 2026. The advance orders extend visibility for custom AI accelerators to 2028. The reported…
- Regulatory Risk - EU AntitrustImportance 37 · Surprise 42The European General Court rejected Broadcom’s request to suspend a European Commission demand for U.S.-based legal documents concerning its 2023 VMware acquisition. The court held that the Commission may determine…
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
News · 2026-08-03
- Regulatory Risk - EU AntitrustImportance 37 · Surprise 42The European General Court rejected Broadcom’s request to suspend a European Commission demand for U.S.-based legal documents concerning its 2023 VMware acquisition. The court held that the Commission may determine…
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
News · 2026-08-01
- AI Infrastructure Investment OutlookImportance 20 · Surprise 24Bank of America expects hyperscaler capital expenditures to exceed $1.2 trillion over the next year, indicating continued acceleration in AI infrastructure investment. The spending is expected to broaden beyond GPUs…
News · 2026-07-31
- Guidance and OutlookImportance 93 · Surprise 82Third-party reporting says Broadcom maintained a target of more than $100 billion in AI semiconductor revenue for fiscal 2027. Another report projects AI semiconductor revenue of approximately $56 billion for fiscal…
- AI Semiconductor DemandImportance 89 · Surprise 82Broadcom’s AI semiconductor revenue was reported to have increased 143% year over year in fiscal second-quarter 2026. Demand was described as strong across AI accelerators and advanced networking products, supported by…
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- Segment ProfitabilityImportance 59 · Surprise 74Broadcom’s operating margin reached a reported record 67%, while free cash flow was $10.3 billion. VMware’s software segment was reported to be targeting 31% growth at a 79% margin, reflecting the financial…
- VMware Customer DynamicsImportance 31 · Surprise 42Insight Enterprises’ CTO reported customer “chaos,” “pain,” and “confusion” following Broadcom’s changes to VMware’s business and commercial model. The disruption has increased customer choice in software-defined…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Alphabet plans to spend between $195 billion and $205 billion on capital expenditures in 2026. Broadcom is identified as one of Alphabet’s suppliers of AI processors, alongside Nvidia. The spending outlook supports…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
- AI Chip CompetitionImportance 18 · Surprise 24Broadcom faces competition from NVIDIA and Advanced Micro Devices, which are expanding integrated AI hardware offerings. Reports nevertheless characterized Broadcom’s Ethernet switching, co-packaged optics, networking…
News · 2026-07-30
- Guidance and OutlookImportance 93 · Surprise 82Third-party reporting says Broadcom maintained a target of more than $100 billion in AI semiconductor revenue for fiscal 2027. Another report projects AI semiconductor revenue of approximately $56 billion for fiscal…
- AI Semiconductor DemandImportance 89 · Surprise 82Broadcom’s AI semiconductor revenue was reported to have increased 143% year over year in fiscal second-quarter 2026. Demand was described as strong across AI accelerators and advanced networking products, supported by…
- Apple Partnership ExtensionImportance 71 · Surprise 60Apple announced a new multiyear agreement with Broadcom exceeding $30 billion to build an end-to-end silicon supply chain in the United States. The commitment is part of Apple’s broader plan to invest $600 billion in…
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- Segment ProfitabilityImportance 59 · Surprise 74Broadcom’s operating margin reached a reported record 67%, while free cash flow was $10.3 billion. VMware’s software segment was reported to be targeting 31% growth at a 79% margin, reflecting the financial…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Alphabet plans to spend between $195 billion and $205 billion on capital expenditures in 2026. Broadcom is identified as one of Alphabet’s suppliers of AI processors, alongside Nvidia. The spending outlook supports…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
- AI Chip CompetitionImportance 18 · Surprise 24Broadcom faces competition from NVIDIA and Advanced Micro Devices, which are expanding integrated AI hardware offerings. Reports nevertheless characterized Broadcom’s Ethernet switching, co-packaged optics, networking…
News · 2026-07-29
- Guidance and OutlookImportance 93 · Surprise 82Third-party reporting says Broadcom maintained a target of more than $100 billion in AI semiconductor revenue for fiscal 2027. Another report projects AI semiconductor revenue of approximately $56 billion for fiscal…
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- Segment ProfitabilityImportance 59 · Surprise 74Broadcom’s operating margin reached a reported record 67%, while free cash flow was $10.3 billion. VMware’s software segment was reported to be targeting 31% growth at a 79% margin, reflecting the financial…
- Semiconductor Research PartnershipImportance 31 · Surprise 42Broadcom was identified as an industry supporter of GlobalFoundries’ effort to advance U.S. silicon photonics leadership. The initiative covers next-generation optical materials, wafer technologies, and advanced…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
- AI Chip CompetitionImportance 18 · Surprise 24Broadcom faces competition from NVIDIA and Advanced Micro Devices, which are expanding integrated AI hardware offerings. Reports nevertheless characterized Broadcom’s Ethernet switching, co-packaged optics, networking…
News · 2026-07-28
- Guidance and OutlookImportance 93 · Surprise 82Third-party reporting says Broadcom maintained a target of more than $100 billion in AI semiconductor revenue for fiscal 2027. Another report projects AI semiconductor revenue of approximately $56 billion for fiscal…
- Apple Partnership ExtensionImportance 71 · Surprise 60Apple announced a new multiyear agreement with Broadcom exceeding $30 billion to build an end-to-end silicon supply chain in the United States. The commitment is part of Apple’s broader plan to invest $600 billion in…
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- Semiconductor Research PartnershipImportance 31 · Surprise 42Broadcom was identified as an industry supporter of GlobalFoundries’ effort to advance U.S. silicon photonics leadership. The initiative covers next-generation optical materials, wafer technologies, and advanced…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
- AI Chip CompetitionImportance 18 · Surprise 24Broadcom faces competition from NVIDIA and Advanced Micro Devices, which are expanding integrated AI hardware offerings. Reports nevertheless characterized Broadcom’s Ethernet switching, co-packaged optics, networking…
News · 2026-07-27
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Alphabet plans to spend between $195 billion and $205 billion on capital expenditures in 2026. Broadcom is identified as one of Alphabet’s suppliers of AI processors, alongside Nvidia. The spending outlook supports…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
- AI Chip CompetitionImportance 18 · Surprise 24Broadcom faces competition from NVIDIA and Advanced Micro Devices, which are expanding integrated AI hardware offerings. Reports nevertheless characterized Broadcom’s Ethernet switching, co-packaged optics, networking…
News · 2026-07-26
- Samsung AI Chip PartnershipImportance 64 · Surprise 42Samsung Electronics secured a Broadcom partnership valued at more than $200 billion through 2030 covering memory, contract manufacturing, and advanced packaging for AI chips. Samsung is expected to supply…
- Revenue Performance and MixImportance 64 · Surprise 56Broadcom reported quarterly revenue of $22.19 billion, up 47.9% year over year, with adjusted EPS of $2.44. AI semiconductor revenue increased 143% year over year in fiscal second quarter 2026, making AI the primary…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Alphabet plans to spend between $195 billion and $205 billion on capital expenditures in 2026. Broadcom is identified as one of Alphabet’s suppliers of AI processors, alongside Nvidia. The spending outlook supports…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
News · 2026-07-25
- Samsung AI Chip PartnershipImportance 64 · Surprise 42Samsung Electronics secured a Broadcom partnership valued at more than $200 billion through 2030 covering memory, contract manufacturing, and advanced packaging for AI chips. Samsung is expected to supply…
- Semiconductor Research PartnershipImportance 31 · Surprise 42Broadcom was identified as an industry supporter of GlobalFoundries’ effort to advance U.S. silicon photonics leadership. The initiative covers next-generation optical materials, wafer technologies, and advanced…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Alphabet plans to spend between $195 billion and $205 billion on capital expenditures in 2026. Broadcom is identified as one of Alphabet’s suppliers of AI processors, alongside Nvidia. The spending outlook supports…
- Macroeconomic Demand EnvironmentImportance 20 · Surprise 24Morgan Stanley said the AI investment cycle is moving into a more cost-conscious phase, with investors favoring hybrid engineering and diversified hardware choices. The shift could pressure semiconductor suppliers,…
News · 2026-07-24
- Guidance and OutlookImportance 100 · Surprise 100Third-party reporting stated that Broadcom guided for quarterly revenue growth of 84% year over year. The same report cited expected AI chip revenue of $16 billion for the quarter, indicating continued acceleration in…
- Partnerships and Strategic DealsImportance 64 · Surprise 42Broadcom reportedly has a renewed Apple agreement valued at $30 billion over six years, implying approximately $5 billion of annual revenue. The company also has a long-term agreement with Meta Platforms to design…
- Revenue Performance and MixImportance 48 · Surprise 56Broadcom reportedly delivered record second-quarter fiscal 2026 results with consolidated revenue up 47.9% year over year. AI semiconductor revenue represented approximately 49% of consolidated revenue in the quarter.…
- Customer DynamicsImportance 40 · Surprise 42Broadcom has a long-term agreement with Meta Platforms to design custom AI data-center processors. Meta is reportedly preparing to significantly increase deployment of those custom processors, which could expand…
- AI Infrastructure InvestmentImportance 26 · Surprise 24Broadcom is positioned as a major supplier to the AI infrastructure buildout, with demand for custom AI silicon and advanced networking hardware supporting hyperscaler data-center expansion. Third-party reporting…
- Custom AI Chips AdoptionImportance 20 · Surprise 24Broadcom’s custom application-specific integrated circuits are gaining adoption among AI hyperscalers. The trend reflects increasing use of customer-specific silicon in hyperscale AI infrastructure. The reported market…