Broadcom outlined expectations for Q1 fiscal 2026 consolidated revenue of approximately $19.1 billion, up 28% year-on-year, with adjusted EBITDA projected at about 67% of revenue

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Broadcom shares closed over 9% in Friday’s trading after beating fiscal Q3 estimates and unveiling a major new customer.

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Broadcom forecasts $17.4B in Q4 revenue as AI semiconductor momentum accelerates, bolstered by a new customer.

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Broadcom has begun shipping its new Tomahawk Ultra Ethernet switch, designed for high-performance computing and AI workloads.

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Broadcom executives report that AI demand remains robust, driven by new inferencing workloads not included in earlier 2027 forecasts, potentially leading to upside.

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