AI
Broadcom set to report Q3 FY26 results on 2 September with $16 billion AI semiconductor revenue guidance
Broadcom is expected to report fiscal third-quarter results on 2 September 2026, with consensus forecasting roughly $29.4 billion in total revenue and about $16 billion in AI semiconductor revenue, up more than 200% year on year. Management has set a full-year fiscal 2026 AI semiconductor revenue target of $56 billion and has projected AI semiconductor revenue exceeding $100 billion in fiscal 2027, supported by OpenAI's in-house Jalapeño accelerator and a backlog roughly three times quarterly shipments.