Broadcom Inc. · AVGO · Next earnings

Broadcom Inc. reports Wednesday, Dec 9, 2026

AVGO reports after market close with consensus EPS at $3.82 and revenue at $34.86B. Last quarter: Broadcom Q2 FY26: AI Chip Revenue Hits $10.8B but Stock Sinks 13%

Reports After market close80 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.82 Calendar consensus
Consensus revenue $34.86B Calendar consensus
Report date Dec 9, 2026 Wednesday, date estimated
Session After market close 80 days away

Where AVGO left off: FY2026 Q2

Full report

Broadcom Q2 FY26: AI Chip Revenue Hits $10.8B but Stock Sinks 13%

EPS surprise +1.7% Reported $2.44 vs $2.40
Revenue surprise +0.3% Reported $22.19B vs $22.13B
Stock move -12.6% Event window
Subsequent drift -10.7% Up to 20 sessions

Guidance maintained. Management expects AI semiconductor revenue to double in H2 FY26 and exceed $100B in FY27. Q3 AI semiconductor shipments targeted at $16B; full-year FY26 AI semiconductor revenue targeted at $56B. Capex outlook stable.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply constraints for wafers and high-bandwidth memory (HBM)
  • Gross-margin compression from increasing AI semiconductor mix
  • Heavy reliance on a small set of AI customers for revenue
  • Higher inventory levels (86 days) could tie up capital if demand slows
  • Macroeconomic slowdown affecting enterprise and data-center spending

Questions analysts left open

  • Clarification of AI backlog sizing and timing
  • Impact of AI-semiconductor mix on future gross margins
  • Details and financial terms of the Google long-term agreement
  • Ability to secure additional wafer/HBM capacity if demand surges
  • Revenue per gigawatt trajectory and pricing of future generations

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Recent AVGO quarters

All AVGO earnings
-12.6%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.