AVGO · News · 20260922N
AI Revenue Guidance
Broadcom Inc. · 2026-09-22 · Importance 75 · Surprise 60 · In source text
Broadcom is projecting $21.7 billion of fiscal fourth-quarter AI semiconductor revenue, representing approximately 62.4% of projected quarterly revenue. The implied total fiscal fourth-quarter revenue is approximately $34.8 billion based on that mix. Management is expected to target $230 billion of AI semiconductor revenue in fiscal 2028, dependent on secured supply and continued hyperscaler demand. The increasing AI mix highlights greater reliance on AI-related sales and a concentrated customer base, while profitability margins remain a key execution risk.
Key facts
- Broadcom is projecting $21.7 billion in fiscal fourth-quarter AI semiconductor revenue. source
- Management expects Broadcom to reach $230 billion in AI semiconductor revenue in fiscal year 2028. source
- Broadcom's $21.7 billion fiscal fourth-quarter AI semiconductor revenue forecast represents approximately 62.4% of the company's projected total revenue for the quarter. source
- The article predicts Broadcom will become a $3 trillion company by the end of 2030. source
- The article states Broadcom's current market value is $1.7 trillion. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +36.7% | Broadcom is projecting $21.7 billion in fiscal fourth-quarter AI semiconductor revenue. |
| revenue | positive | probable | — | Management expects Broadcom to reach $230 billion in AI semiconductor revenue in fiscal year 2028. |