- Broadcom reported record Q3 FY2026 revenue of $29.6 billion, up 86% year over year, driven by AI semiconductor revenue of $16.7 billion, which surged 221% year over year.
- Management guided Q4 FY2026 revenue to $34.8 billion, including $21.7 billion in AI semiconductor revenue, and projected AI revenue to reach $58 billion for FY2026, $115 billion for FY2027, and $230 billion for FY2028.
- The company highlighted strong custom accelerator and AI networking growth while noting that data-center readiness and supply-chain constraints remain key variables for shipment timings.
