Broadcom Inc.
AVGONasdaqGSLatest results at a glance
Insights from the latest company results and reports · filed 2 Sept 2026
Record Revenue and Earnings
The company noted record revenue, operating profit, and free cash flow, with non-GAAP operating income growth of 92 percent year-over-year.
AI Semiconductor Growth
AI semiconductor revenue reached $16.7 billion in the third quarter, growing 221 percent year-over-year and 54 percent quarter-over-quarter. Management expects this segment to accelerate to $21.7 billion in the fourth quarter, representing a 236 percent year-over-year increase.
Fourth Quarter Guidance
The company provided fourth-quarter fiscal 2026 revenue guidance of approximately $34.8 billion, an increase of 93 percent from the prior year period. Non-GAAP operating income is guided to approximately 66 percent of projected revenue, which management described as flat from a year ago.
Free Cash Flow Generation
Cash from operations of $14.2 billion, less capital expenditures of $0.5 billion, resulted in $13.7 billion of free cash flow for the third quarter. This represented 46 percent of revenue.
Segment Performance
Semiconductor solutions accounted for 70.4 percent of consolidated revenue for the period ended August 2, 2026.
Recent Strategic Announcements
[2026-10-02] Recent news reports. [2026-10-03] This structure positions Broadcom as both a chip supplier and lender to Anthropic.
Company research evidence
Checked financial measurements with the values, reporting periods and measurement basis shown together. This evidence is available independently of the AI report.
Loading evidence…
Deep Dive Research
Source-linked company research for AVGO
Revenue segmentation
Loading segment disclosures…