earnings
confidence high
sentiment positive
materiality 0.85
Broadcom Q3 FY26 revenue $29.6B (+86% YoY), adj EPS $3.32, Q4 guide $34.8B
Broadcom Inc.
- Q3 revenue $29.6B (+86% YoY); GAAP EPS $2.68, Non-GAAP EPS $3.32; record operating profit.
- AI semiconductor revenue $16.7B in Q3 (+221% YoY, +54% QoQ); Q4 expected $21.7B (+236% YoY).
- Q4 guidance: revenue ~$34.8B (+93% YoY); Non-GAAP operating margin ~66% of revenue.
- Declared $0.65/share quarterly dividend, payable Sept 30, 2026 to record holders Sept 21, 2026.