Broadcom Inc. (AVGO) Form 8-K — Sep 2, 2026
Broadcom reported third quarter fiscal 2026 revenue of $29.6 billion, up 86 percent year-over-year, with GAAP diluted EPS of $2.68 and non-GAAP diluted EPS of $3.32. GAAP operating income rose 171 percent to $16.0 billion and GAAP net income reached $13.1 billion. AI is the growth engine: Q3 AI semiconductor revenue hit $16.7 billion, up 221 percent year-over-year and 54 percent sequentially, and management guided Q4 AI semiconductor revenue to accelerate to $21.7 billion. Total Q4 revenue guidance of approximately $34.8 billion implies 93 percent year-over-year growth with the non-GAAP operating margin expected to hold at about 66 percent.
Key figures
- Eps
- $2.68 GAAP diluted / $3.32 non-GAAP diluted
- Revenue
- 29591000000
- Guidance
- Q4 FY26 revenue ~$34.8B (+93% YoY); non-GAAP operating income ~66% of projected revenue; Q4 AI semiconductor revenue expected ~$21.7B (+236% YoY)
- Net Income
- $13,088M GAAP / $16,372M non-GAAP
- Total Debt
- $59.4B (short-term $2,252M + long-term $57,167M)
- Revenue Yoy
- +86%
- Total Assets
- 188148000000
- Cash Position
- 23975000000
- Free Cash Flow
- $13.7B (46% of revenue)
- Gaap Eps Diluted
- 2.68
- Dividend Per Share
- $0.65
- Non Gaap Eps Diluted
- 3.32
- Cash From Operations
- $14.2B
- Dividend Record Date
- September 21, 2026
- Dividend Payable Date
- September 30, 2026
- Gaap Operating Income
- $16.0B (+171% YoY)
- Dividend Paid June2026
- $3.1B
- Non Gaap Operating Income
- $20.1B (+92% YoY)
- Ai Semiconductor Revenue Q3
- $16.7B (+221% YoY, +54% QoQ)
- Ai Semiconductor Revenue Q4 Guidance
- $21.7B (+236% YoY)
- Infrastructure Software Segment Revenue
- $8.75B (+29% YoY)
- Semiconductor Solutions Segment Revenue
- $20.84B (+127% YoY)
Price after filing
Close on the filing date to close N calendar days later (from $369.68). Historical, not a forecast.
AI analysis
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