Earnings summaries and quarterly performance for Broadcom.
Executive leadership at Broadcom.
Board of directors at Broadcom.
Research analysts who have asked questions during Broadcom earnings calls.
HS
Harlan Sur
JPMorgan Chase & Co.
8 questions for AVGO
Also covers: ADI, ALAB, AMAT +16 more
Ross Seymore
Deutsche Bank
8 questions for AVGO
Also covers: ADI, ALAB, AMBA +15 more
VA
Vivek Arya
Bank of America Corporation
8 questions for AVGO
Also covers: ADI, ALAB, ALGM +25 more
SR
Stacy Rasgon
Bernstein Research
7 questions for AVGO
Also covers: ADI, AMAT, AMD +7 more
Christopher Rolland
Susquehanna Financial Group
6 questions for AVGO
Also covers: ADI, AMBA, COHR +20 more
Karl Ackerman
BNP Paribas
6 questions for AVGO
Also covers: ALAB, ANET, CIEN +16 more
BR
Ben Reitzes
Melius Research LLC
5 questions for AVGO
Also covers: AAPL, AMD, AMKR +10 more
BC
Blayne Curtis
Jefferies Financial Group
5 questions for AVGO
Also covers: ADI, AIP, ALAB +20 more
CM
CJ Muse
Cantor Fitzgerald
5 questions for AVGO
Also covers: ADI, AMAT, AMD +15 more
HK
Harsh Kumar
Piper Sandler & Co.
5 questions for AVGO
Also covers: ADI, AMD, MCHP +10 more
JM
Joseph Moore
Morgan Stanley
5 questions for AVGO
Also covers: ADI, AEVA, ALAB +22 more
William Stein
Truist Securities
4 questions for AVGO
Also covers: ADI, APH, ARW +14 more
Aaron Rakers
Wells Fargo
3 questions for AVGO
Also covers: AAPL, AMD, ANET +19 more
JS
Jim Schneider
Goldman Sachs
3 questions for AVGO
Also covers: ACN, ADI, AMAT +31 more
JB
Joshua Buchalter
TD Cowen
3 questions for AVGO
Also covers: ADI, AIP, ALGM +15 more
Timothy Arcuri
UBS
3 questions for AVGO
Also covers: ADI, ALGM, AMAT +18 more
Vijay Rakesh
Mizuho
3 questions for AVGO
Also covers: ALGM, ALV, AMAT +19 more
BR
Benjamin Reitzes
Melius Research
2 questions for AVGO
Also covers: AAPL, AMD, AMKR +7 more
CM
Christopher Muse
Cantor Fitzgerald
2 questions for AVGO
Also covers: ADI, AMAT, AMD +13 more
JM
Joe Moore
Morgan Stanley
2 questions for AVGO
Also covers: ADI, AEVA, ALAB +13 more
SP
Srini Pajjuri
Raymond James Financial
2 questions for AVGO
Also covers: ALAB, ARM, MRVL
CC
Christopher Caso
Wolfe Research
1 question for AVGO
Also covers: ADI, ALGM, AMAT +16 more
CM
CJ Muse Senior
Cantor Fitzgerald
1 question for AVGO
ES
Edward Snyder
Charter Equity Research
1 question for AVGO
Also covers: QRVO, SWKS
TO
Thomas O’Malley
Barclays Capital
1 question for AVGO
Also covers: ALAB, ALGM, AMD +21 more
TH
Toshiya Hari
Goldman Sachs Group, Inc.
1 question for AVGO
Also covers: AMAT, AMD, AMKR +17 more
Recent press releases and 8-K filings for AVGO.
Broadcom ships 2nm AI SoC to Fujitsu
AVGO
Product Launch
- Broadcom has started shipping a custom 2nm AI system-on-chip to Fujitsu, built on its 3.5D eXtreme Dimension System in Package to enable dense vertical die stacking for large-scale AI workloads.
- Fujitsu’s Monaka design features a 144-core configuration with four 2nm compute dies (36 Armv9 cores each), integrated 5nm SRAM chiplets, and a central I/O die providing DDR5 and PCIe 6.0 connectivity.
- The 3.5D-XDSiP uses face-to-face hybrid bonding to increase die-to-die bandwidth, reduce signal travel, and improve power efficiency and latency versus prior 2.5D approaches.
- Developed over roughly five years in collaboration with TSMC, Broadcom plans broader customer access and additional shipments in 2026, positioning it as a competitor in AI infrastructure.
3 days ago
Broadcom launches BroadPeak 6G digital front-end SoC for massive MIMO
AVGO
Product Launch
- Broadcom introduced the BroadPeak™ BCM85021, the industry’s first integrated radio DFE SoC for 5G Advanced and 6G, delivering up to 40% power reduction with a 5 nm CMOS DFE and ADC/DAC design.
- The device integrates digital predistortion, carrier aggregation, and RF front-end functions, supporting RF carrier frequencies from 400 MHz to 8.5 GHz, iBW up to 860 MHz, oBW up to 800 MHz, and ADC/DAC sampling rates up to 19.6 GS/s.
- BroadPeak meets technical requirements for the 5G Advanced n104 band (6.425–7.125 GHz) and the 6G upper mid-band (7–8.5 GHz), enabling next-generation high-capacity, AI-driven networks.
- Samples of the BCM85021 are now shipping to early access customers; contact local Broadcom sales representatives for pricing and availability.
Feb 19, 2026, 2:00 PM
Broadcom-backed CloudBolt report finds 86% of firms cutting VMware usage
AVGO
- 86% of surveyed enterprises are actively reducing their VMware footprint two years after Broadcom’s acquisition.
- 88% express concern over future price increases, signaling sustained cost pressure.
- In 2024, 73% expected VMware costs to more than double, but only 5% have experienced 100%+ increases to date.
- 72% of migrating workloads are moving to public cloud IaaS, with 38% to Hyper-V/Azure Stack and 34% to SaaS replacements.
- 41% report increased executive pressure on VMware strategy decisions since the acquisition.
Feb 17, 2026, 2:00 PM
Broadcom announces industry’s first enterprise Wi-Fi 8 AP and switch solution
AVGO
Product Launch
- On Feb. 3, 2026, Broadcom unveiled an enterprise-grade Wi-Fi 8 AP platform powered by the new BCM49438 APU with Wi-Fi 8 radios, paired with the Trident X3+ BCM56390 switch supporting up to 48 multi-gigabit ports in a unified AI-ready architecture.
- The solution implements MACsec encryption across all switch ports and access points, and features a Secure Boot engine with Hardware Root-of-Trust for end-to-end security.
- It introduces advanced telemetry and analytics engines across the Wi-Fi 8 APs and campus switching infrastructure to enable real-time insights and AI-powered network operations (AIOps).
- Integrated Edge AI/ML acceleration on the AP eliminates the need for a separate NPU or coprocessor, and the complete Wi-Fi 8 AP and switch solution is currently sampling to early access customers.
Feb 3, 2026, 2:00 PM
Ainekko merges with Veevx to expand open silicon platform
AVGO
M&A
- Ainekko merges with Veevx, integrating MRAM-based iRAM memory and low-power AI accelerators, and will operate under the Ainekko name.
- Douglas Smith, co-founder of Veevx and former Broadcom IP manager, joins Ainekko’s executive team to drive its open silicon roadmap.
- The combined platform will enable intelligent memory subsystems, embedded inference accelerators, and open-source RTL and tooling for developer customization.
- Ainekko will participate in FOSDEM’26, underscoring its commitment to community-led, edge-native AI hardware development.
Jan 29, 2026, 2:00 PM
Broadcom launches $4.5 billion senior notes offering
AVGO
Debt Issuance
- On January 6, 2026, Broadcom entered into an underwriting agreement to issue $4.5 billion aggregate principal amount of senior notes, comprising $750 million of 4.300% notes due 2031, $1.25 billion of 4.600% notes due 2033, $1.25 billion of 4.950% notes due 2036 and $1.25 billion of 5.700% notes due 2056.
- The notes will be unsecured, unsubordinated obligations ranking equally with all existing and future unsecured indebtedness, with no guarantees from subsidiaries.
- The offering is priced at approximately 99.33–99.90% of par, implying yields of 4.322% to 5.747% across maturities, and is expected to close on January 13, 2026 (T+5).
- Broadcom intends to use net proceeds of about $4.47 billion for general corporate purposes and debt repayment.
Jan 13, 2026, 9:06 PM
Broadcom shares drop on AI spending concerns
AVGO
Profit Warning
Guidance Update
- Broadcom shares fell nearly 11% as the company warned that increasing AI investment would compress profit margins despite reporting record revenue and raising its dividend.
- KeyBanc lifted its price target on Broadcom to $500 from $460, citing AI revenues of $6.5 billion in Q4 and an anticipated rise to $8.2 billion in Q1, plus an $11 billion Anthropic order for late 2026.
- The broader tech sector also saw pressure, with Oracle down over 10% on cash burn and capex concerns, and Nvidia considering scaling up H200 chip production after receiving export approval for sales to China.
- President Trump signed an executive order to limit state-level AI regulations, aiming to maintain U.S. leadership in artificial intelligence.
Dec 12, 2025, 11:35 AM
Broadcom reports Q4 FY2025 results
AVGO
Earnings
Guidance Update
Dividends
- Record Q4 consolidated revenue of $18 billion (+28% YoY) and adjusted EBITDA of $12.12 billion (68% margin; +34% YoY)
- Q4 semiconductor revenue $11.1 billion (+35% YoY) driven by AI semis $6.5 billion (+74% YoY); Q4 infrastructure software revenue $6.9 billion (+19% YoY)
- AI order backlog of $73 billion for next 18 months and infrastructure software backlog of $73 billion, up from $49 billion a year ago
- Q1 FY2026 guidance: consolidated revenue $19.1 billion (+28% YoY), AI semiconductor revenue $8.2 billion (+100% YoY), infrastructure software revenue $6.8 billion; adjusted EBITDA ~67%
- Q1 dividend raised 10% to $0.65 per share (record annual $2.60); $7.5 billion share repurchase capacity extended through 2026
Dec 11, 2025, 10:00 PM
Broadcom reports Q4 2025 results
AVGO
Earnings
Guidance Update
Dividends
- Record Q4 revenue of $18.0 billion (+28% y/y) and adjusted EBITDA of $12.12 billion (+34% y/y); AI semiconductor revenue was $6.5 billion (+74% y/y), and infrastructure software revenue was $6.9 billion (+19% y/y)
- Fiscal 2025 full-year revenue of $63.9 billion (+24% y/y), with semiconductor revenue of $36.9 billion (+22%), software revenue of $27.0 billion (+26%), and free cash flow of $26.9 billion (+39% y/y)
- Q1 FY 2026 guidance: consolidated revenue of $19.1 billion (+28% y/y); AI semiconductor revenue to double to $8.2 billion, non-AI semiconductor revenue of $4.1 billion, infrastructure software revenue of $6.8 billion, and adjusted EBITDA of ~67%
- AI order backlog exceeds $73 billion, to be delivered over the next 18 months; infrastructure software backlog also at $73 billion, up from $49 billion a year ago
- Increased quarterly dividend to $0.65 per share (10% increase), implying an annual dividend of $2.60 (15th consecutive annual increase)
Dec 11, 2025, 10:00 PM
Broadcom announces Q4 2025 results
AVGO
Earnings
Guidance Update
Dividends
- Broadcom reported Q4 revenue of $18 billion, up 28% YoY, and adjusted EBITDA of $12.12 billion, up 34% YoY.
- Semiconductor segment revenue reached $11.1 billion (+35% YoY), driven by AI semiconductor sales of $6.5 billion (+74% YoY) and a total AI order backlog exceeding $73 billion.
- Infrastructure Software revenue was $6.9 billion, up 19% YoY, with bookings of $10.4 billion in Q4 and a year-end software backlog of $73 billion.
- For fiscal 2025, Broadcom achieved $63.9 billion in revenue (+24% YoY), $43 billion of adjusted EBITDA (67% margin), and $26.9 billion in free cash flow (+39% YoY).
- Q1 FY2026 guidance calls for $19.1 billion in revenue (+28% YoY) with AI semiconductors doubling to $8.2 billion; the quarterly dividend was raised 10% to $0.65 per share (implying $2.60 annual).
Dec 11, 2025, 10:00 PM
Quarterly earnings call transcripts for Broadcom.
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