Key Takeaways AVGO Q1'26 EPS of $2.05 top estimates, as revenue rose 29.5% y/y to $19.31B on AI-driven semiconductor demand.AVGO expects Q2'26 revenues of $22B, with AI revenues of $10.7B rising 140% y/y. AVGO soars 69.7% in a year, but premium valuation and a weaker non-AI revenue make the stock risky.Broadcom (AVGO) shares appreciated 4.8% post the first-quarter fiscal 2026 results reported on Wednesday. The company registered non-GAAP earnings of $2.05 per share, beating the Zacks Consensus Estimate by 0 ...

Broadcom’s Semiconductor Solutions segment generated Q1 revenue of $12.5 billion , up 52% year-over-year. Tan said AI semiconductor revenue grew 106% year-over-year to $8.4 billion , exceeding the company’s outlook, and he expects that momentum to accelerate in Q2.CFO Kirsten Spears added that gross margin was 77% of revenue, operating expenses were $2.0 billion (including $1.5 billion of R&D), and operating income reached a record $12.8 billion , up 31% year-over-year. Broadcom’s operating margin increased ...

Broadcom (NasdaqGS:AVGO) Q1 2026 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Partner and Head of Technology ResearchBlayne Curtis - Managing DirectorCharlie Kawwas - President of Semiconductor Solutions GroupHarlan Sur - Executive Director of Equity ResearchHock Tan - President and CEOJi Yoo - Head of Investor RelationsJoshua Buchalter - Managing Director of Equity Research in SemiconductorsKirsten Spears - CFORoss Seymore - Managing DirectorTimothy Arcuri - Managing DirectorC ...

Broadcom (NasdaqGS:AVGO) Q1 2026 Earnings call March 04, 2026 05:00 PM ET Company ParticipantsBen Reitzes - Partner and Head of Technology ResearchBlayne Curtis - Managing DirectorCharlie Kawwas - President of Semiconductor Solutions GroupHarlan Sur - Executive Director of Equity ResearchHock Tan - President and CEOJi Yoo - Head of Investor RelationsJoshua Buchalter - Managing Director of Equity Research in SemiconductorsKirsten Spears - CFORoss Seymore - Managing DirectorTimothy Arcuri - Managing DirectorC ...

Broadcom (NasdaqGS:AVGO) Q1 2026 Earnings call March 04, 2026 05:00 PM ET Speaker9Welcome to Broadcom Inc.'s first quarter fiscal year 2026 financial results conference call. At this time, for opening remarks and introductions, I would like to turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc.Speaker7Thank you, operator. Good afternoon, everyone. Joining me on today's call are Hock Tan, President and CEO; Kirsten Spears, Chief Financial Officer; Charlie Kawwas, President, Semiconducto ...