AVGO — Broadcom Inc.
Custom AI accelerators, networking chips, and enterprise software. Key numbers and conditions we are monitoring.
AVGO — Broadcom Inc.
Semiconductor Solutions & Infrastructure Software ● Active
Broadcom designs custom AI accelerators for hyperscale data centers and networking chips that connect them, alongside enterprise software through its VMware acquisition. The company supplies custom silicon to multiple hyperscaler customers while operating one of the largest enterprise software platforms in the world.
| Market Cap | $1.76 T |
| Stock Price | $350.63 |
| Revenue (TTM) | $68.3 B |
| Revenue Growth (YoY) | 29% |
| AI Semiconductor Revenue (Q1 FY2026 annualized) | $33.6 B |
| Forward P/E | ~37x |
| Adjusted EBITDA Margin | 68% |
| Next Earnings | June 2026 (est.) |
FY2025 ended Oct 2025. Q1 FY2026 ended Jan 2026. Price as of April 8, 2026.
- Whether custom AI chip revenue continues to scale toward management’s stated targets or hyperscaler ordering patterns shift
- VMware customer response to post-acquisition pricing and licensing changes — retention rates vs. migration to alternatives
- Software segment growth trajectory now that the initial subscription conversion wave appears largely complete
Sources: Broadcom Inc. 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (AVGO)
Last Updated: April 15, 2026
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