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Broadcom
Broadcom (AVGO) investor relations material
Broadcom Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Mar, 2026
Executive summary
Q1 FY26 revenue reached a record $19.3B, up 29% year-over-year, driven by strong AI semiconductor demand.
Q1 AI revenue reached $8.4B, up 106% year-over-year, with expectations for $10.7B in Q2.
Adjusted EBITDA hit $13.1B (68% of revenue), reflecting strong operating leverage and up 30% year-over-year.
Q2 FY26 revenue guidance is $22B, up 47% year-over-year, with AI momentum expected to accelerate.
Returned $10.9B to shareholders in Q1 via $3.1B in dividends and $7.8B in stock repurchases.
Financial highlights
Q1 gross margin was 77%; operating income was $12.8B, up 31% year-over-year.
Q1 GAAP net income was $7,349M, up 34% year-over-year; non-GAAP net income was $10,185M, up 30%.
Free cash flow was $8B (41% of revenue); $14.2B in cash at quarter end.
GAAP diluted EPS was $1.50, up 32% year-over-year; non-GAAP diluted EPS was $2.05, up 28%.
Adjusted EBITDA margin was 68%.
Outlook and guidance
Q2 FY26 revenue expected at $22B, up 47% year-over-year.
Q2 semiconductor revenue forecast at $14.8B, up 76% year-over-year; AI semiconductor revenue to reach $10.7B, up 140%.
Infrastructure software revenue for Q2 expected at $7.2B, up 9% year-over-year.
Gross margin expected to remain flat at 77%; adjusted EBITDA at 68%.
Non-AI semiconductor growth rate Q1?
Q1 debt payments vs. share repurchases
Infrastructure software Q1 growth analysis
How does Broadcom ensure AI share with 6 customers?
What drives AI networking's accelerated growth?
AI chip revenue outlook beyond 2027
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Next Broadcom earnings date
Q2 20264 Jun, 2026
Broadcom
Next Broadcom earnings date
Q2 20264 Jun, 2026
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Frequently asked questions
Semiconductors for Communications
Broadcom Inc. is an American company active in the semiconductor industry. Over the years, the company has developed a range of products used for products in the digital communications sector. Its semiconductor solutions are integral to a multitude of devices, from routers and switches to set-top boxes and smartphones. The company also manufactures chips that enable data transmission through Wi-Fi, Bluetooth, and Ethernet.
Formation and Expansion
The roots of the present-day company can be traced all the way back to 1961. What would later become Broadcom was established as HP Associates, which acted as the semiconductor business arm of Hewlett-Packard. The division was spun off from the parent company as part of a larger reorganization in 1999. What had originated as a part of Hewlett-Packard eventually ended up in the hands of two other companies, who went on to form Avago Technologies. In 2016 Avago acquired Broadcom, a company founded in 1991 that manufactured semiconductors for wireless and broadband products. After the multi-billion dollar deal was finalized Avago adopted the Broadcom name, resulting in the formation of the present-day Broadcom Inc.
The semiconductor business is complex and absolutely crucial for the development of modern technology and companies like Broadcom, TSMC, and ASML play a crucial role in global manufacturing.
The Semiconductors
Broadcom Inc. is a premier manufacturer in the semiconductor sector, specializing in a wide range of integrated circuits utilized across various digital communication platforms. At the core of their offerings are chips designed for both wired and wireless communication systems. Essential products from Broadcom's semiconductor lineup include those facilitating Ethernet connections, Wi-Fi and Bluetooth functionalities, and data center switches. Additionally, the company has made significant strides in the development of custom System-on-a-chip (SoC) components.
The Software Solutions
The company also offers a variety of software solutions alongside its semiconductor products. One segment of their software portfolio is dedicated to mainframe and enterprise solutions, addressing performance optimization, data management, and security concerns. Additionally, Broadcom has products in the cybersecurity domain, providing businesses with tools to protect their digital environments. By integrating these software solutions with their hardware components, Broadcom delivers comprehensive, end-to-end systems that can be tailored and adapted to fit the customer's demands.
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