Broadcom Exceeds Earnings Expectations and Raises Revenue Forecast

Broadcom reported financial results for its third fiscal quarter, beating analyst expectations for revenue and profit. The company posted quarterly revenue of $15.95 billion, up 22% compared to the same period last year.

Broadcom's net income for the quarter was $4.14 billion on a GAAP basis, and $8.40 billion on a non-GAAP basis. The company generated $7.02 billion in free cash flow, representing 44% of its revenue. Broadcom also announced a quarterly dividend of $0.59 per share.

Looking ahead, Broadcom forecasted revenue of approximately $17.4 billion for its fourth quarter, an increase of 24% year-over-year. This outlook is higher than analysts had predicted. The strong forecast is supported by increased demand for Broadcom’s custom AI chips as more companies invest in data centers and machine learning.

Despite the positive report and raised guidance, Broadcom's stock showed volatility following the announcement.

Even when a company reports strong results, stock prices can fluctuate due to investor reactions, profit-taking, or market conditions.

Broadcom's growth is being driven by demand for its custom AI chips, as many businesses are investing in technologies like data centers and machine learning.

The dividend means Broadcom will pay shareholders $0.59 per share for the quarter.

CNBC

Broadcom shares have almost doubled over the past year as the chipmaker has positioned itself at the center of the artificial intelligence boom. Analysts project revenue growth will hold steady the rest of this year and accelerate a bit in 2026.

Investors Business Daily

Broadcom beat analyst estimates for its fiscal third quarter and guided above views for sales in the current period. But Broadcom stock wavered.

PRNewsWire

Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period GAAP net income of $4,140 million for the third quarter; Non-GAAP net income of $8,404 million for the third quarter Adjusted EBITDA of $10,702 million for the third quarter, or 67 percent of revenue GAAP dilu...

Schwab Network

Trading for Broadcom (AVGO) was volatile after hours following beats across the board and impressive guidance. George Tsilis says the biggest culprit behind the lackluster upside response in shares was due to valuation.

Reuters

Broadcom forecast fourth-quarter revenue above Wall Street estimates on Thursday, bolstered by strong demand for its custom AI chips as enterprise clients invest heavily in data centers and machine learning applications.

Investopedia

Broadcom (AVGO) on Thursday reported record quarterly sales as demand for its AI offerings surged, the latest indication of sustained growth associated with the emerging technology.

Market Watch

The company's third-quarter results came in atop the Wall Street consensus — but expectations were already high on its AI revenue outlook.

CNBC Television

Stacy Rasgon, Bernstein, joins 'Closing Bell Overtime' to talk about Broadcom earnings.

Yahoo Finance

Asking for a Trend anchor Josh Lipton breaks down the day's trading action for September 4, 2025. Broadcom reported third quarter revenue and earnings that topped Wall Street estimates.

Zacks Investment Research

Broadcom Inc. (AVGO) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.24 per share a year ago.

Seeking Alpha

Broadcom Inc. (NASDAQ:AVGO ) Q3 2025 Earnings Call September 4, 2025 5:00 PM EDT Company Participants Ji Yoo - Director of Investor Relations Hock Tan - President, CEO & Executive Director Kirsten Spears - CFO & Chief Accounting Officer Conference Call Participants Ross Seymore - Deutsche Bank AG, R...

Reuters

OpenAI is set to produce its own artificial intelligence chip for the first time next year, as the ChatGPT maker attempts to address insatiable demand for computing power and reduce its reliance on chip giant Nvidia , the Financial Times reported on Thursday.

Reuters

Broadcom shares jumped 7% in premarket trading on Friday, as an upbeat outlook for artificial intelligence revenue and CEO Hock Tan's pledge to stay on for five more years reassured investors betting on the chipmaker's custom silicon strategy.

Forbes

Broadcom's stock (NASDAQ: AVGO) is climbing, buoyed by impressive quarterly earnings and a new customer win for its custom AI chips. Adding to the optimism, the company expects revenue growth to speed up next year.

Barrons

Nvidia stock was falling after Broadcom signed up a major artificial-intelligence chip customer.

Investopedia

Broadcom (AVGO) is helping ChatGPT maker OpenAI design and make its first-ever AI chip, according to reports.

Seeking Alpha

Broadcom's record Q3 results were fueled by a 63% surge in AI revenue, cementing its dominance as a critical leader in the AI chip market. The custom silicon (XPU) business is accelerating, adding a fourth major customer with over $10 billion in orders, signaling even faster AI growth ahead. The VMw...

The Motley Fool

In today's video, I discuss recent updates impacting Broadcom (AVGO 1.30%). To learn more, check out the short video, consider subscribing, and click the special offer link below.

Investopedia

Broadcom (AVGO) shares surged Friday morning after the chipmaker posted quarterly results that topped Wall Street expectations amid booming AI demand.

Schwab Network

Broadcom (AVGO) was initially lower after its earnings, until it announced a $10 billion chip order deal with OpenAI. As Alex Coffey explains, the custom chip developer will create semiconductors for the ChatGPT parent.

Seeking Alpha

Broadcom's AI-driven growth, highlighted by a major OpenAI partnership and strong Q3 earnings, cements its leadership in semiconductors and infrastructure software. The company's dominant networking chip business and VMware integration offer high-margin, recurring revenue and significant upselling o...

CNBC

Broadcom said on its earnings call that it secured $10 billion in orders for its custom AI chips from a fourth customer. While Broadcom didn't name the customer, analysts speculate that it's OpenAI, which was reported by the Financial Times.

Invezz

Broadcom stock soared as much as 14% in premarket trading on Friday after the chipmaker unveiled a $10 billion artificial intelligence order from a new customer, sending fresh waves of optimism through markets betting on the generative AI boom.

Proactive Investors

Broadcom Inc (NASDAQ:AVGO, ETR:1YD) shares shot up as much as 15% in early trading on Friday after the semiconductor and infrastructure software solutions provider reported better than expected financial results for its third quarter 2025. The company also revealed that it had received $10 billion...

24/7 Wall Street

Broadcom‘s (AVGO) Q3 earnings reported record $16 billion revenue, up 22%, with AI semiconductor revenue surging 63% to $5.2 billion.

Seeking Alpha

Broadcom delivered stellar earnings, beat estimates, and raised guidance, reinforcing my buy rating despite the stock's significant run-up. AI-driven revenue growth, especially from the VMware acquisition and custom processors, positions Broadcom as a dominant AI infrastructure provider. Wall Street...

Benzinga

Broadcom Inc AVGO shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Schaeffers Research

The shares of Broadcom Inc (NASDAQ:AVGO) are up 11.1% to trade at $340.21 at last glance, after the semiconductor giant announced a fiscal third-quarter top- and bottom-line win.

Market Watch

The company said it added a fourth customer for its custom chips. Some analysts now think the company's AI revenue will double next year.

Proactive Investors

OpenAI is preparing to begin mass production of its first artificial intelligence chips in 2026, partnering with semiconductor giant Broadcom Inc (NASDAQ:AVGO, ETR:1YD), the Financial Times reported on Thursday, citing sources familiar with the matter. The move is expected to reduce the company's ...

Seeking Alpha

Broadcom Inc. secured $10B in AI custom ASIC orders for a fourth customer, making it the leader of the new alternative to Nvidia for low-to-mid inferencing. Management is expecting the fourth mystery customer, suspected to be OpenAI, to materially boost revenues and is guiding for AI-related revenue...

Schwab Network

John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company's chips it plans to make for OpenAI, he says the earnings alone show momentum is not slowing for the A.I.

CNBC Television

CNBC's Kristina Partsinevelos joins 'The Exchange' to discuss the chips race between Nvidia and Broadcom.

Fast Company

Broadcom is ending the week on a high note.

WSJ

The order is intended to alleviate a chips shortage that has limited the rollout of new ChatGPT versions.

CNBC Television

Broadcom rallying to a record high after better than expected results, it's our Chart of the Day. CNBC's Kristina Partsinevelos joins ‘Halftime Report' to discuss the latest from the company.

Benzinga

To gain an edge, this is what you need to know today.

Bloomberg Technology

Shares of Broadcom reached record highs after reporting revealed it will work with OpenAI to design and produce an artificial intelligence accelerator. Bloomberg Intelligence Analyst Kunjan Sobhani discusses the news with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

CNBC Television

Stacy Rasgon, Bernstein, and Bill Baruch, Blue Line Capital, join 'Closing Bell' to discuss Broadcom's latest customers, if Nvidia's market share could be threatened and much more.

CNBC Television

Tony Wang, T. Rowe Price, joins 'Fast Money' with analysis on semiconductors, the outlook for tech, Apple's upcoming event, and more.

Seeking Alpha

Broadcom delivered a record quarter, beating guidance with 63% AI semiconductor growth and posting a record $110B backlog. I believe Broadcom's AI semis are the engine: Q3 $5.2B (+63% YoY), Q4 guide $6.2B (+66%). New Jericho4, Tomahawk 6, and four large XPU customers lift FY26 outlook. Valuation is...

Seeking Alpha

Broadcom Inc.'s Q3 results were stellar, driven by AI semiconductor growth, custom accelerators, and strong networking and software performance, cementing its AI leadership. Despite operational excellence and a robust moat, Broadcom's valuation has soared to historically high EV/EBITDA multiples, cr...

Seeking Alpha

Hock Tan's commitment as CEO through 2030 and a $10B XPU order from OpenAI - its fourth hyperscaler customer - are major catalysts for Broadcom moving forward. Broadcom has built a wide moat around its XPU business due to its superior methodology, technical expertise, system design and integration,...

CNBC Television

Broadcom shares continue rising following a positive earnings report. The Committee debate the chip names.

FXEmpire

Nasdaq hits a record as Broadcom rallies and traders price in a potential 50bps Fed rate cut. Inflation data now takes center stage for US indices.

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Broadcom Exceeds Earnings Expectations and Raises Revenue Forecast

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