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[Broadcom’s Q3 revenue in fiscal year 2026 is US$29.591 billion, a year-on-year increase of 86%] On September 3, Broadcom’s Q3 revenue in fiscal year 2026 was US$29.591 billion, a year-on-year increase of 86%, and US$15.952 billion in the same period last year. The market expected US$29.362 billion; adjusted EPS was US$3.32, a year-on-year increase of 96%, and analysts expected US$3.23. Q4 outlook revenue is US$34.8 billion, and the market estimate is US$35.05 billion. In the earnings conference call, Broadcom CEO said that it will raise its artificial intelligence business revenue guidance for fiscal year 2026 from US$56 billion to US$58 billion, a year-on-year increase of 186%; by 2027, the company has secured supply to double artificial intelligence revenue to approximately US$115 billion; it is expected that artificial intelligence semiconductor revenue will double again in fiscal 2028, reaching US$230 billion. Broadcom CEO said that it has begun mass production delivery of the next-generation TPU 8I version to Google this quarter; the performance of the new Google TPU is on par with or better than NVIDIA Vera Rubin. After Broadcom's results were announced, it fell by more than 6% after hours, but turned higher during the earnings conference call.
U.S. stock trends 🕐 2026-09-03 05:50

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