AVGO · News · 20261020N
AI Revenue Guidance
Broadcom Inc. · 2026-10-20 · Importance 75 · Surprise 60 · Contradicted
A third-party report stated that Broadcom is projecting quarterly AI chip sales of US$21.7 billion. The reported outlook links AI growth to demand for accelerators and networking platforms, alongside long-term VMware Cloud Foundation agreements with NTT DOCOMO and FedEx. The US$21.7 billion projection exceeds the company’s materiality threshold and represents a forward-looking revenue indicator rather than a reported historical result.
Key facts
- Broadcom projected quarterly AI chip sales of US$21.7 billion. source
- Broadcom's fiscal 2026 third-quarter GAAP diluted EPS was $2.68. source
- Broadcom's fiscal 2026 third-quarter adjusted EPS was $3.32 (excluding stock compensation, acquisition-related amortization, and other specified items). source
- Broadcom carries a forward P/E of approximately 19x and a trailing P/E of 47x (as stated in the digest). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +36.7% | Broadcom projected quarterly AI chip sales of US$21.7 billion. |