AVGOBroadcomFY2026-Q3Guidance raised
Broadcom's AI semiconductor revenue jumps 221% as Q4 is guided to $34.8B
Filed September 2, 2026 at 12:00 AM UTC
Consolidated revenue of $29.6 billion, up 86% from a year ago, with AI semiconductor revenue of $16.7 billion, up 221%. The fourth-quarter outlook is approximately $34.8 billion, which the release puts 93% above the prior-year period, against $29.4 billion guided a quarter earlier.
- Revenue
- $29.6B
- +86% YoY
- AI semiconductor
- $16.7B
- +221% YoY
- Next-quarter guide
- $34.8B
- +93% YoY
- Non-GAAP op income
- 66% of revenue
- guidance
What changed
- 01
AI semis did the work
$16.7 billion, up 221% year over year and 54% quarter over quarter.
Members
Read the full brief
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In their words
“Demand for our custom AI accelerators and networking continues to be very strong.”
Sources
Information only. Not investment advice, and not a recommendation to buy or sell any security. Figures are summarised from the sources above — check the filing before acting on anything here.