Broadcom Inc. (AVGO) said in a press release on Dec. 11, 2025, that its revenue guidance for the first quarter pointed to stronger growth as surging demand for custom AI accelerators and networking chips boosted profit and cash flow.

For the quarter ended Nov. 2, 2025, Broadcom reported revenue of $18.0 billion, up 28% year over year, and adjusted EBITDA, a proxy for operating profit, of $12.2 billion, equal to 68% of revenue. GAAP net income was $8.5 billion, while non-GAAP net income reached $9.7 billion. GAAP diluted earnings per share (EPS) stood at $1.74, with non-GAAP EPS at $1.95.

Cash from operations totaled $7.7 billion. After capital expenditures of $237 million, free cash flow was $7.5 billion, or 41% of revenue. The company raised its quarterly common-stock dividend by 10% to $0.65 per share.

Broadcom guided first-quarter fiscal 2026 revenue to about $19.1 billion, a 28% increase from the prior year, with adjusted EBITDA expected to be 67% of projected revenue. Management said AI chip sales—custom accelerators and semiconductors for AI networking—are forecast to double year over year to $8.2 billion.

The company reiterated its focus on AI infrastructure and infrastructure software and emphasized disciplined capital returns through dividends and share repurchases. Together, the guidance, strong cash generation, and dividend increase indicate that AI accelerator demand could sustain another year of revenue growth while preserving capital-return capacity.

Broadcom Inc.  (NASDAQ: AVGO) is consolidating Monday. On Friday, the shares fell almost 12% after the company posted earnings.

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Shares of Broadcom sank last week despite a positive earnings report. A lofty valuation may be to blame.

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Broadcom (AVGO) stock plunged 11.4% in a single session, rattling investors as concerns mounted over AI-related revenue pressure on gross margins and a more subdued growth outlook for its AI business. The sharp selloff reflects fears that enthusiasm around AI may be outpacing near-term profitability.

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US stocks slip as Nasdaq Index weakens, with tech and AI shares led lower by Broadcom ahead of key jobs and inflation data.

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AVGO slid 11% after Q4 results despite beating on earnings and revenues, as concerns over AI margins weighed on sentiment, making ETFs like SMH a safer way to play the dip.

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Broadcom Inc (NASDAQ: AVGO) may have delivered strong AI revenue growth that grabbed headlines, but a deeper look at how that growth is structured highlights a risk that's less of a concern for Nvidia Corp (NASDAQ: NVDA) — concentration of demand and future margin pressures tied to its custom silicon business.

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Broadcom just delivered another record year of blowout results. Broadcom expects AI semiconductor revenue to double year over year in its upcoming quarter.

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Broadcom (AVGO) delivered a robust Q4FY25, with revenue up 28% and GAAP EPS up 93% year-over-year. Google TPUs are no longer exclusive to it and are driving AVGO revenue growth. AVGO's AI Trifecta — XPU processors, high-speed networking, and VMWare — drives strategic advantage and strong free cash flow, yielding $26.9 billion in FY25. The $73 billion AI backlog is a minimum, not a cap; management expects order-flow to "accelerate" through 2026.

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Broadcom reported AI-driven revenue surged 74% YoY, with FQ1'26 guidance for AI revenue to double to $8.2 billion, yet margin pressure persists. The semiconductor company got hit with overblown market concerns over lower margins, AI backlog, and OpenAI commitments. Gross margin concerns stem from product mix, not competitive pressure, as massive AI demand drives overall profit and cash flow growth.

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Regardless of this year's stock market volatility, the explosive demand for semiconductors and microchips that has grabbed news headlines and led the market higher over the past few years remains.

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Broadcom reported revenue and profits that eclipsed analysts' consensus estimates, but the stock plummeted in response. Profit-taking was the likely culprit, but Wall Street was universally bullish.

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Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors' lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on "Bloomberg Tech.

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Broadcom's custom AI chip business is growing rapidly. Wall Street, however, is wary about how much upside that growth suggests.

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Broadcom's better-than-expected results weren't enough to keep investors from rushing for the exits. The stock sank alongside a decline in shares of Oracle, CoreWeave and other companies tied to AI infrastructure.

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Broadcom's lack of disclosure around its newest AI customer — the company's fifth — has investors confused about the company's work with OpenAI.

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CEO Hock Tan said there was a fifth customer for AI chips that ordered $1 billion of chips for delivery in late 2026.

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Broadcom (AVGO) delivered robust quarterly results, with AI silicon driving 28% revenue growth and expanding its addressable market and customer base. AVGO's AI-related revenue now comprises nearly 60% of semiconductor sales, and AVGO is leveraging its considerable strength in AI networking and compute silicon to grow its backlog. The legacy semiconductor business should see some improvement in FY'26, but AI growth is far and away the key driver with $73B in the backlog.

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AVGO posts 37% EPS growth and 28% revenue jump in fiscal Q4, fueled by AI strength, but shares slip over 3% despite the beat.

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Stocks on Wall Street plunged on Friday as Broadcom's latest results added to concerns about an AI-fueled bubble, dampening optimism stoked by the Federal Reserve's less-hawkish-than-expected signals on 2026 rate cuts. In recent trading, the Dow Jones Industrial Average tumbled more than 200 points, or 0.5%, to 48,462.

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Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) is drawing strong support from analysts following its latest earnings report, as the company's expanding artificial intelligence (AI) business offsets concerns about margin pressures and a premium valuation. Analysts at Bank of America noted the company's AI backlog of $74 billion over the next six quarters, calling it “generally in line with bull case expectations, and management suggests that more could be added.

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Broadcom (AVGO) led AI hardware stocks lower Friday, extending Thursday's tech rout despite a stronger-than-expected earnings report from the chipmaker.

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US stocks slipped as Broadcom reignited AI profit fears, pressuring tech stocks while Fed rate-cut debate and improving market breadth shaped the S&P 500 outlook.

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Broadcom just wrapped up its 4QFY25 earnings call, and investors are not happy. The stock is down a little over 5% in extended trading. While we understand investors are spooked by rich valuations and looming AI bubble fears, we believe Broadcom will grow into its forward earnings. AI semiconductor revenue is set to double year-over-year to $8.2B, with now three of the four tier 1 players in Broadcom's customer mix.

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Semiconductor stocks show mixed but constructive action into Friday, with Nvidia consolidating, Intel supported on pullbacks, and AMD stabilizing despite cautious AI guidance. Overall momentum favors buying dips across the group.

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Broadcom is playing down the prospects for Google's Tensor Processing Units to become the dominant AI chips.

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HSBC Global Head of Tech Hardware & Semi Research Frank Lee discusses Broadcom's earnings report, and why he's bullish on the company's backlog and AI networking narrative.

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Yesterday we were watching whether Broadcom could sustain its AI momentum and deliver guidance that justified its 75% rally this year.

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Broadcom Inc's (NASDAQ:AVGO, XETRA:1YD) sharp after-hours slide, a drop of about 4.5%, wiping roughly $72 billion off its value, set the tone for a bruising session, as investors balked at the company's latest outlook for AI-related sales. The chipmaker, often bracketed with Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) in the race to supply high-end components for artificial intelligence systems, unnerved the market when chief executive Hock Tan offered a backlog figure that sounded underwhelming.

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Broadcom shares dropped 4.7% in Frankfurt on Friday a day after the company projected first-quarter revenue above Wall Street estimates, but said margins would fall due to a higher mix of AI revenue.

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Broadcom said in a September call that it had signed a customer that had placed a $10 billion order for custom chips. On Thursday, CEO Hock Tan revealed that the mystery customer was Anthropic.

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The AI trade has sputtered lately. Investors looking for Broadcom's latest quarterly results to get it running again have been disappointed so far.

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Broadcom Inc. delivered strong fiscal Q4 results, beating estimates with 28% revenue growth and robust AI semiconductor momentum. AI chip revenue is set to double, driving accelerated growth and favorable operating leverage for AVGO. Despite exceptional operational performance and free cash flow generation, AVGO trades at a lofty ~70x FCF and ~45x earnings, limiting upside.

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Josh Lipton examines some of the top themes moving markets on Asking for a Trend on Thursday, Dec. 11. CFRA Research senior vice president and equity analyst Angelo Zino shares his instant reaction to Broadcom earnings and talks about OpenAI's new ChatGPT 5.2 update.

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Chris Rolland, Susquehanna, joins 'Closing Bell Overtime' to talk Broadcom shares popping on Q4 results.

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Broadcom's stock has been on a run in recent weeks as excitement builds for custom chips — and its latest earnings report is set to add to the momentum.

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The chip designer posted nearly twice as much net profit in the fourth quarter as it did a year earlier.

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Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) on Thursday reported stronger-than-expected fourth-quarter earnings, propelled by a surge in AI semiconductor sales, and raised its dividend as the chipmaker posted record revenue and robust cash flow. For the fourth fiscal quarter ended, Broadcom reported revenue of $18.02 billion, beating analyst estimates of $17.49 billion.

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Broadcom on Thursday projected first-quarter revenue above Wall Street estimates, betting that sustained, robust demand for its specialized artificial intelligence chips would power another year of growth and help quell investor worries of a spending slowdown.

Broadcom forecasts upbeat quarterly revenue on strong AI chip demand

Broadcom reported better-than-expected earnings and revenue, and issued a strong forecast for the current quarter, driven by AI sales. CEO Hock Tan said in a statement that Broadcom expects AI chip sales in the first quarter to double on a year-over-year basis to $8.2 billion. Growth is coming from custom AI chips as well as semiconductors for AI networking.

Broadcom beats on earnings and revenue, says AI chip sales will double in current quarter

Revenue of $18,015 million for the fourth quarter, up 28 percent from the prior year period GAAP net income of $8,518 million for the fourth quarter; Non-GAAP net income of $9,714 million for the fourth quarter Adjusted EBITDA of $12,218 million for the fourth quarter, or 68 percent of revenue GAAP diluted EPS of $1.74 for the fourth quarter; Non-GAAP diluted EPS of $1.95 for the fourth quarter Cash from operations of $7,703 million for the fourth quarter, less capital expenditures of $237 million, resulted in $7,466 million of free cash flow, or 41 percent of revenue Quarterly common stock dividend increased by 10 percent from the prior quarter to $0.65 per share First quarter fiscal year 2026 revenue guidance of approximately $19.1 billion, an increase of 28 percent from the prior year period First quarter fiscal year 2026 Adjusted EBITDA guidance of 67 percent of projected revenue (1) PALO ALTO, Calif. , Dec. 11, 2025 /PRNewswire/ -- Broadcom Inc. (Nasdaq: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today reported financial results for its fourth quarter and fiscal year ended November 2, 2025, provided guidance for its first quarter of fiscal year 2026 and announced its quarterly dividend.

Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results and Quarterly Dividend

On Thursday, Broadcom forecasted first-quarter revenue to surpass Wall Street expectations. The company is counting on continued strong demand for its specialized artificial intelligence chips to drive another year of growth and ease investor concerns about a potential spending slowdown.

Broadcom revenue guidance signals stronger quarter as AI accelerator and networking chip demand bolsters profit and cash flow and may prompt repositioning.

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Keysight Q2 earnings beat as record orders, revenue and EPS prompted a FY26 guide raise and bigger buybacks, boosting cash flow and supporting shares.

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Analog Devices to Acquire Empower Semiconductor, expanding ADI's AI power-management portfolio and likely tightening investor focus on AI power suppliers.

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Google I/O 2026 rolled Gemini 3.5 into Search's AI Mode and unveiled Search agents and agentic booking, a product shift traders will watch for ad signals.

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Agilysys earnings beat Q4 estimates and the company raised FY2027 guidance, citing subscription revenue growth and AI efficiencies that spurred a stock rally.

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Google Gemini AI expands across Workspace, Search and Cloud with Gemini 3.5 Flash, Omni and Spark, sharpening Alphabet's enterprise Cloud positioning.

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Andrej Karpathy Joins Anthropic in a role on the Claude pretraining team, strengthening the company's R&D profile and likely shifting investor positioning.

Broadcom Revenue Guidance Jumps on AI Chip Demand

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