Will Higher Semiconductor Revenues Help AVGO Stock Beat Q4 Earnings?

Key Takeaways AVGO's fiscal Q4 Semiconductor revenue is expected to rise 30% YoY, driven by strong AI accelerator demand. AI revenues are projected to grow 66% YoY to $6.2B, with XPUs making up 65% of that segment's Q3 total. Infrastructure Software revenue is set to rise 15% YoY, aided by VMware's traction and VCF 9.0 adoption. Broadcom’s (AVGO) fourth-quarter fiscal 2025 results, set to be reported on Dec. 11, are expected to reflect the benefits of expanding AI offerings. AVGO’s Semiconductor segment rev ...