AVGO · News · 20260727N

Revenue Performance and Mix

Broadcom Inc. · 2026-07-27 · Importance 64 · Surprise 56 · No source text

Broadcom 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 growth driver. AI semiconductor revenue was projected at approximately $56 billion for fiscal 2026, while non-AI semiconductor revenue showed signs of recovery in the second quarter.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+32.4%Broadcom reported $22.19 billion in revenue and $2.44 EPS, reflecting a 47.9% year-over-year revenue increase.