$AVGOBroadcom Inc. · AI chips
Broadcom (AVGO) Next Earnings Date & AI Catalysts
Custom AI accelerators and Ethernet switching for hyperscalers.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
Broadcom designs custom AI chips (XPUs) for a handful of hyperscalers and sells Tomahawk/Jericho Ethernet silicon for AI clusters, while VMware software adds a large non-AI revenue base.
Key metrics
Revenue (latest quarter) $29.59B
10-Q period ended 2026-08-02; +86% y/y · SEC filing
Gross margin 69.1%
Gross profit / revenue, same quarter · SEC filing
Operating income $15.96B
Same quarter; 54% operating margin · SEC filing
Key risks (from filings)
- “A significant reduction in demand from certain customers or loss of one or more of our significant customers may adversely affect our business.” — 10-K risk factor (filed 2025-12-18) · source
- “Our substantial indebtedness could adversely affect our financial health and our ability to execute our business strategy.” — 10-K risk factor (filed 2025-12-18) · source
Upcoming catalysts for $AVGO
Wed, Dec 9, 2026
Dec
9
FOMC rate decision + projections
Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.
Source: federalreserve.gov
Thu, Dec 10, 2026
Dec
10
Broadcom Inc. quarterly earnings
Custom AI accelerators (XPUs) and AI networking revenue. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Recent catalysts
No recent catalysts tracked.
Upcoming earnings
Recap of $AVGO's next earnings date — same expected / confirmed labeling as above.
Dec 10, 2026