HighGravityDataCurrent guidance
10 items
Broadcom
Guidance from Broadcom’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Sep 2, 2026
Data checked
Sep 2, 2026
What changed in the Sep 2, 2026 release
Each item compared with the same item in the previous release (Jun 3, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | AI semiconductor revenue | for Q4 FY2026 | — | “$21.7 billion” | Filing ↗ |
| New | AI semiconductor revenue outlook (CEO) | for Q4 FY2026 | — | “$21.7 billion, up 236% year-over-year” | Filing ↗ |
| New | Consolidated revenue growth forecast (CFO) | for Q4 FY2026 | — | “forecasted to increase 93% year-over-year to $34.8 billion” | Filing ↗ |
| New | Fiscal year 2026 revenue | for Q4 FY2026 | — | “approximately $34.8 billion, an increase of 93 percent from the prior year period” | Filing ↗ |
| New | Fiscal year 2026 Non-GAAP operating income | for Q4 FY2026 | — | “approximately 66 percent of projected revenue” | Filing ↗ |
| New | Non-GAAP operating margin outlook (CFO) | for Q4 FY2026 | — | “maintain our non-GAAP operating margin at 66%, flat from a year ago” | Filing ↗ |
Show 4 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Expected average diluted share count - GAAP basis | for FY2026 | “4,902” | — | Filing ↗ |
| Not restated | Expected average diluted share count - non-GAAP basis | for FY2026 | “4,969” | — | Filing ↗ |
| Not restated | Expected weighted-average diluted share count - GAAP basis | for FY2026 | “4,875” | — | Filing ↗ |
| Not restated | Expected weighted-average diluted share count - non-GAAP basis | for FY2026 | “4,944” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| AI semiconductor revenue | “$21.7 billion” | for Q4 FY2026 | GAAP-tied | Sep 2, 2026 | 1 | Filing ↗ |
| AI semiconductor revenue outlook (CEO) | “$21.7 billion, up 236% year-over-year” | for Q4 FY2026 | GAAP-tied | Sep 2, 2026 | 1 | Filing ↗ |
| Consolidated revenue growth forecast (CFO) | “forecasted to increase 93% year-over-year to $34.8 billion” | for Q4 FY2026 | GAAP-tied | Sep 2, 2026 | 1 | Filing ↗ |
| Fiscal year 2026 revenue | “approximately $34.8 billion, an increase of 93 percent from the prior year period” | for Q4 FY2026 | GAAP-tied | Sep 2, 2026 | 1 | Filing ↗ |
| Fiscal year 2026 Non-GAAP operating income | “approximately 66 percent of projected revenue” | for Q4 FY2026 | Company-defined | Sep 2, 2026 | 1 | Filing ↗ |
| Non-GAAP operating margin outlook (CFO) | “maintain our non-GAAP operating margin at 66%, flat from a year ago” | for Q4 FY2026 | Company-defined | Sep 2, 2026 | 1 | Filing ↗ |
| Expected average diluted share count - GAAP basis | “4,902” | for FY2026 | GAAP-tied | Dec 11, 2025 | 1 | Filing ↗ |
| Expected average diluted share count - non-GAAP basis | “4,969” | for FY2026 | Company-defined | Dec 11, 2025 | 1 | Filing ↗ |
| Expected weighted-average diluted share count - GAAP basis | “4,875” | for FY2026 | GAAP-tied | Mar 4, 2026 | 1 | Filing ↗ |
| Expected weighted-average diluted share count - non-GAAP basis | “4,944” | for FY2026 | Company-defined | Mar 4, 2026 | 1 | Filing ↗ |
| Quarterly cash dividend | “$0.65 per share” | for FY2026 | Declared action | Sep 2, 2026 | 1 | Filing ↗ |
| Quarterly cash dividend approved by Board | “$0.65 per share” | for FY2026 | Declared action | Jun 3, 2026 | 1 | Filing ↗ |
| Quarterly common stock dividend | “$0.65 per share” | for FY2026 | Declared action | Dec 11, 2025 | 1 | Filing ↗ |
| Share repurchase program | “up to $10 billion” | for FY2026 | Declared action | Mar 4, 2026 | 1 | Filing ↗ |
| Target fiscal year 2026 annual common stock dividend | “$2.60 per share” | for FY2026 | Declared action | Dec 11, 2025 | 1 | Filing ↗ |
No period stated
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| New share repurchase program | “$10 billion” | — | Declared action | Mar 4, 2026 | 1 | Filing ↗ |
| Quarterly cash dividend | “$0.65 per share” | — | Declared action | Mar 6, 2025 | 5 | Filing ↗ |
| Quarterly cash dividend approved | “$0.59 per share” | — | Declared action | Dec 12, 2024 | 1 | Filing ↗ |
| Quarterly common stock dividend | “$0.65 per share” | — | Declared action | Mar 6, 2025 | 6 | Filing ↗ |
How one item moved
Quarterly common stock dividend, No period stated — every statement across the year, each linked to its filing.
How your Semiconductors sector group guides
12 companies in Semiconductors. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Micron Technology | Sep 30, 2026 | 7 changes |
| Broadcom | Sep 2, 2026 | 6 changes |
| Marvell Technology | Aug 27, 2026 | 11 changes |
| Nvidia | Aug 26, 2026 | 6 changes |
| Analog Devices | Aug 19, 2026 | 8 changes |
| Microchip Technology | Aug 6, 2026 | 31 changes |
| AMD | Aug 4, 2026 | 10 changes |
| Onsemi | Aug 3, 2026 | 15 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | No period |
|---|---|---|---|
| AI semiconductor revenue | 7 statements | 4 statements | — |
| Consolidated revenue growth forecast (CFO) | 1 statement | — | — |
| Expected growth in AI semiconductor revenue | — | 1 statement | — |
| Fiscal year 2026 revenue | 4 statements | 4 statements | — |
| Fiscal year 2026 Adjusted EBITDA | 3 statements | 4 statements | — |
The full record for Broadcom and its Semiconductors peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Sep 2, 2026 | FY2026 Q3 | 0001730168-26-000076 | 8 | Open filing ↗ |
| Jun 3, 2026 | FY2026 Q2 | 0001730168-26-000051 | 8 | Open filing ↗ |
| Mar 4, 2026 | FY2026 Q1 | 0001730168-26-000011 | 9 | Open filing ↗ |
| Dec 11, 2025 | FY2025 Q4 | 0001730168-25-000116 | 9 | Open filing ↗ |
| Sep 4, 2025 | FY2025 Q3 | 0001730168-25-000094 | 10 | Open filing ↗ |
| Jun 5, 2025 | FY2025 Q2 | 0001730168-25-000061 | 7 | Open filing ↗ |
| Mar 6, 2025 | FY2025 Q1 | 0001730168-25-000009 | 9 | Open filing ↗ |
| Dec 12, 2024 | FY2024 Q4 | 0001730168-24-000125 | 7 | Open filing ↗ |
Not located in filing
1 value was detected in these releases but could not be matched to an exact sentence in the filing body, so it is not shown as guidance. We surface the count rather than drop it silently.
Show the 1 unmatched span
| Span | Why | Filed |
|---|---|---|
| Adjusted EBITDA guidance = approximately 68 percent of projected revenue | span gate: value not verbatim in filing | Dec 11, 2025 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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