Broadcom Q1 FY2026 Results & Guidance
Key Questions
What were the highlights of Broadcom's recent AI revenue performance?
Broadcom's AI revenue grew 106% YoY, with Q2 guidance around $22B representing 47% growth.
What key items are analysts watching in Broadcom's upcoming results?
Focus areas include $22B+ revenue, the TPU partnership with Alphabet as a potential catalyst, and post-earnings volatility patterns.
What is the expected market reaction to Broadcom's earnings?
Analysts flag an 8.6% expected move, with supply constraints continuing to support pricing power and options activity.
How does Broadcom's earnings cycle relate to NVIDIA's?
Broadcom's results help fill the gap between NVIDIA earnings cycles and provide insight into hyperscaler capex trends.
What specific preview numbers are circulating for Broadcom Q2?
Preview estimates include $22.13B revenue and $2.40 EPS, with ongoing questions around hyperscaler spending.
AI revenue +106% YoY; Q2 guidance ~$22B (+47%). Hyperscaler capex questions for traders. New (May 25): Broadcom earnings preview now available – key watch items: $22B+ revenue, TPU partnership with Alphabet as potential catalyst, post-earnings volatility pattern. New (June 2): Specific preview numbers: $22.13B revenue, $2.40 EPS, 8.6% expected move. Supply constraints still driving pricing power. Options move and analyst upgrade flagged. Fills gap between NVDA and AVGO earnings cycles.