Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Broadcom Inc. (AVGO) is 9/10.
Broadcom's Q1 FY2026 delivered record operating income of $12.8 billion, up 31% year-over-year, as revenue grew 29.5% and GAAP EPS rose 31.6%. AI semiconductor revenue acceleration continued with custom XPU customer expansion and AI networking share gains. Management introduced a landmark forward anchor of over $100 billion in AI chip revenue by 2027 and guided Q2 to $22 billion representing 47% growth. VMware Cloud Foundation growth continued while non-AI semiconductors remained flat.
Scored from Broadcom Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Reporting soon: earnings call Wednesday, Sep 2
A pre-earnings brief is ready for AVGO: the setup, what peers and partners said this season, and which analysts to watch. Reading it is a Tellvest Pro feature.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $14.05B | +51.2% | $0.90 | +8.4% | 64.1% | 32.9% | 30.8% | $5.48B |
| FY2025 Q1 | $14.92B | +24.7% | $1.14 | +307.1% | 68.0% | 42.0% | 36.9% | $6.01B |
| FY2025 Q2 | $15.00B | +20.2% | $1.03 |
| +134.1% |
| 68.0% |
| 38.8% |
| 33.1% |
| $6.41B |
| FY2025 Q3 | $15.95B | +22.0% | $0.85 | +312.5% | 67.1% | 36.9% | 26.0% | $7.02B |
| FY2025 Q4 | $18.02B | +28.2% | $1.74 | +93.3% | 68.0% | 41.7% | 47.3% | $7.47B |
| FY2026 Q1 | $19.31B | +29.5% | $1.50 | +31.6% | 65.6% | 45.0% | 38.1% | $8.01B |
| FY2026 Q2 | $22.19B | +47.9% | $1.91 | +85.4% | 67.2% | 49.0% | 42.0% | $10.26B |