XNAS · Technology · Semiconductors
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.
**AI revenue doubled** to $8.4B with massive $73B backlog driving 47% sales growth expectations. Beat by $0.12 despite easy comps from VMware acquisition.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-03 | Q2 2026 | 2.32 | 2.44 | +5.17% | $22.19B | ✅ Beat | — | — | — |
| 2026-03-04 | Q1 2026 | 1.88 | 2.05 | +9.04% | $19.31B | ✅ Beat | +5.27% | +7.57% | -0.94% |
| 2025-12-11 |
| Q4 2025 |
| 1.72 |
| 1.95 |
| +13.37% |
| $18.02B |
| ✅ Beat |
| — |
| — |
| — |
| 2025-09-04 | Q3 2025 | 1.54 | 1.69 | +9.74% | $15.95B | ✅ Beat | — | — | — |
| 2025-06-05 | Q2 2025 | 1.57 | 1.58 | +0.64% | $15.00B | ✅ Beat | — | — | — |
| 2025-03-06 | Q1 2025 | 1.49 | 1.60 | +7.38% | $14.92B | ✅ Beat | — | — | — |
| 2024-12-12 | Q4 2024 | 1.38 | 1.42 | +2.90% | $14.05B | ✅ Beat | — | — | — |
| 2024-09-05 | Q3 2024 | 1.20 | 1.24 | +3.33% | $13.07B | ✅ Beat | — | — | — |
Showing last 8 quarters.