AVGO Broadcom
Custom ASICs and Ethernet switch silicon for hyperscaler clusters
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
AVGO · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-09-02Hock Tan, CEO (FQ3)Beat / raise
AI semiconductor revenue $16.7B (+221% y/y); Q4 AI guide $21.7B. Said AI revenue set to roughly double to ~$115B in FY27 and again to ~$230B in FY28. Source ↗
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8
2026-06-03EarningsBeat / raise
Reported EPS 2.44 vs 2.4 expected (+1.7% surprise).
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7
2026-03-04EarningsBeat / raise
Reported EPS 2.05 vs 2.02 expected (+1.3% surprise).
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6
2025-12-11EarningsBeat / raise
Reported EPS 1.95 vs 1.87 expected (+4.4% surprise).
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5
2025-09-04EarningsBeat / raise
Reported EPS 1.69 vs 1.66 expected (+1.6% surprise).
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4
2025-06-05EarningsBeat / raise
Reported EPS 1.58 vs 1.57 expected (+0.6% surprise).
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3
2025-03-06EarningsBeat / raise
Reported EPS 1.6 vs 1.51 expected (+6.1% surprise).
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2
2024-12-12EarningsBeat / raise
Reported EPS 1.42 vs 1.39 expected (+2.0% surprise).
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1
2024-09-05EarningsBeat / raise
Reported EPS 1.24 vs 1.21 expected (+2.8% surprise).
Latest headlines
Auto-updated daily- Former SEC Chair: Broadcom’s $63 Billion Package Feels Like “That 08 Off-Balance Sheet Craze”2026-10-30
- Cramer: Broadcom’s $63 Billion Anthropic Financing Works Because “There Is Only One Hock”2026-10-30
- Broadcom Stock Outlook Hinges On AI Chip Growth And Anthropic Partnership2026-10-30
- History Says Now Is the Perfect Time to Buy Broadcom Stock2026-10-30
- Broadcom Falls 5% Despite DA Davidson Upgrade on Anthropic and OpenAI IPO Hopes; Arm and Qualcomm Sink 10%, Marvell Drops 8%2026-10-30
- Is Broadcom Stock Priced Right Against Its Peers?2026-10-30
- Earnings Preview: What to Expect From Broadcom’s Report2026-10-30
Alternative data that moves AVGO
Predictions involving AVGO
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-06-03 | 2.4 | 2.44 | +1.7% |
| 2026-03-04 | 2.02 | 2.05 | +1.3% |
| 2025-12-11 | 1.87 | 1.95 | +4.4% |
| 2025-09-04 | 1.66 | 1.69 | +1.6% |
| 2025-06-05 | 1.57 | 1.58 | +0.6% |
| 2025-03-06 | 1.51 | 1.6 | +6.1% |
| 2024-12-12 | 1.39 | 1.42 | +2.0% |
| 2024-09-05 | 1.21 | 1.24 | +2.8% |
| 2024-06-12 | 1.08 | 1.1 | +1.1% |
| 2024-03-07 | 1.04 | 1.1 | +5.4% |
| 2023-12-07 | 1.1 | 1.11 | +0.9% |
| 2023-08-31 | 1.04 | 1.05 | +1.0% |
| 2023-06-01 | 1.01 | 1.03 | +1.8% |
| 2023-03-02 | 1.02 | 1.03 | +1.6% |
| 2022-12-08 | 1.03 | 1.05 | +1.6% |
| 2022-09-01 | 0.95 | 0.97 | +1.9% |
| 2022-05-26 | 0.87 | 0.91 | +4.0% |
| 2022-03-03 | 0.81 | 0.84 | +3.0% |
| 2021-12-09 | 0.78 | 0.78 | +0.5% |
| 2021-09-02 | 0.69 | 0.7 | +0.7% |
| 2021-06-03 | 0.65 | 0.66 | +2.5% |
| 2021-03-04 | 0.66 | 0.66 | +0.6% |
| 2020-12-10 | 0.62 | 0.64 | +2.4% |
About Broadcom
Website ↗Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components; wireless device connectivity, including RF semiconductor devices, connectivity solutions, custom touch controllers, and inductive charging ASICS; servers and storage system solutions, such as PCIE switches, SAS & raid products, fibre channel products, and HDD & SSD solutions; broadband solutions, includes set-top box, and broadband access; and industrial. The company also offers a private cloud software portfolio, including the VMware Cloud Foundation, Edge, vSphere foundation, telco clo…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Every additional GPU in a training domain multiplies switch ports and retimers. Ethernet vs proprietary fabrics decides who captures it.
What would prove us wrong. Weakens if cluster sizes plateau and network spend per accelerator falls.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $204.6 | −4.22% | −11.4% | +10.0% | |
| AMD Advanced Micro Devices | Second merchant GPU source competing for the same CoWoS and HBM | $504.8 | −10.88% | −18.0% | +135.7% | |
| MRVL Marvell Technology | Custom silicon, DSPs and electro-optics for AI infrastructure | $196.4 | −10.05% | −26.7% | +131.5% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $206.0 | −9.97% | −29.5% | +88.4% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $258.7 | −10.93% | −27.4% | +55.5% | |
| ANET Arista Networks | Ethernet switching for AI back-end networks | $168.9 | −8.34% | −17.4% | +28.9% | |
| CSCO Cisco Systems | Switching and silicon for AI networks | $104.5 | −3.76% | −3.5% | +38.2% | |
| CRDO Credo Technology | Active electrical cables and SerDes | $151.0 | −8.65% | −28.2% | +4.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.