博通：快速点评-AI 销售加速

CITI'S TAKE AVGO guided better than expected Apr-Q and announced a new $10B share repurchase program We are awaiting commentary on the earnings call at 5pm ET. Please see our preview. F1Q26 AI revenue of $8.4 billion grew 106% Y/Y above expectations driven by robust demand for custom AI accelerators and AI networking and AI revenue growth is accelerating, with AI semiconductor revenue $10.7 billion in F2Q26. In-Line 1Q26 results — AVGO reported Jan-Q sales and non-GAAP EPS (ex-SBC) of $19.3 billion/$2.05 vs ...