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 $34.90B. Last quarter: Broadcom raises AI outlook as capacity and deployment risks build

Reports After market close35 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.82 Calendar consensus
Consensus revenue $34.90B Calendar consensus
Report date Dec 9, 2026 Wednesday, date estimated
Session After market close 35 days away

Where AVGO left off: FY2026 Q3

Full report

Broadcom raises AI outlook as capacity and deployment risks build

EPS surprise +3.1% Reported $3.32 vs $3.22
Revenue surprise +1.2% Reported $29.59B vs $29.24B
Stock move -2.7% Event window
Subsequent drift +0.1% Up to 20 sessions

Management guidance sentiment moved from maintained in the prior quarter to raised in Q3, with AI revenue guidance lifted to $58 billion for FY2026 and projected to double annually through 2028.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Substrate, HBM and advanced-packaging bottlenecks could constrain shipments.
  • Land, power and data-center shell constraints could delay deployments.
  • A higher AI mix and memory costs could pressure gross margins.
  • Revenue dependence on a small group of AI-lab customers and financing guarantees adds concentration and balance-sheet risk.

Questions analysts left open

  • Whether substrates, HBM and advanced packaging can keep pace with AI demand.
  • Whether land, power and data-center shell availability could delay gigawatt deployments.
  • How higher memory content and AI mix affect gross margins.

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Recent AVGO quarters

All AVGO earnings
-2.7%FY2026 Q3-12.6%FY2026 Q2-11.4%FY2025 Q4+9.4%FY2025 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.