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Broadcom Inc. (AVGO) Form 8-K — Sep 2, 2026

$AVGOForm 8-KItems 2.02, 8.01, 9.01Filed Sep 2, 2026, 4:26 PM ET0001730168-26-000076Original filing

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

1 day: 0.0%7 days: -1.4%30 days: -7.0%

Close on the filing date to close N calendar days later (from $369.68). Historical, not a forecast.

AI analysis

Red flags4 · Pro

The rest of the AI analysis, red flags and sentiment are part of Signal8 Pro.

AI-generated analysis of a public disclosure. Not investment advice; verify against the original document.

    Broadcom Inc. (AVGO) Form 8-K — Sep 2, 2026: AI Analysis | Signal8