Education
About Us
Working with TipRanks
Follow Us
Broadcom (AVGO)
NASDAQ:AVGO
Earnings Data
Report Date
Feb 26, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.02Last Year’s EPS
1.6Same Quarter Last Year
Strong Buy
Based on 29 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Broadcom's earnings call highlighted strong revenue and growth in both AI semiconductors and infrastructure software, driven by strategic orders and customer acquisitions. However, challenges remain with non-AI semiconductor revenue stagnation and increased operating expenses. Gross margins face pressure from an evolving product mix towards lower-margin AI system sales. Despite these challenges, the company's positive growth trajectory and strategic investments contribute to an overall positive sentiment.Company Guidance
Record-Breaking Revenue and Growth
Fiscal year 2025 consolidated revenue grew 24% year over year to a record $64 billion, with AI semiconductors and VMware as key drivers. AI revenue grew 65% year over year to $20 billion, while infrastructure software revenue grew 26% to $27 billion.
AI Semiconductor Surge
AI semiconductor revenue reached $6.5 billion in Q4, up 74% year on year. The company secured a $11 billion order from Anthropic and acquired a fifth XPU customer with a $1 billion order.
Infrastructure Software Growth
Q4 infrastructure software revenue was $6.9 billion, up 19% year on year, with strong bookings exceeding $10.4 billion in total contract value.
Strong Cash Flow and Dividend Increase
Free cash flow grew 39% year on year to $26.9 billion in fiscal 2025. Broadcom announced a 10% increase in the quarterly common stock cash dividend to $0.65 per share for fiscal 2026.
AVGO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AVGO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Dec 11, 2025 | $406.37 | $359.93 | -11.43% |
Sep 04, 2025 | $305.58 | $334.32 | +9.41% |
Jun 06, 2025 | $245.93 | $243.29 | -1.07% |
Mar 06, 2025 | $178.18 | $193.58 | +8.64% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Broadcom (AVGO) report earnings?
Broadcom (AVGO) is schdueled to report earning on Feb 26, 2026, After Close (Confirmed).
What is Broadcom (AVGO) earnings time?
Broadcom (AVGO) earnings time is at Feb 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AVGO EPS forecast?
AVGO EPS forecast for the fiscal quarter 2026 (Q1) is 2.02.
