Every 10-Q that Broadcom Inc. (AVGO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AVGO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AVGO filings page.
Broadcom Inc. (AVGO) reported very strong results for the quarter ended August 2, 2026, with total net revenue of $29,591 million, up from $15,952 million a year earlier, driven mainly by semiconductor solutions for AI networking and custom AI accelerators and by VMware-based infrastructure software. Quarterly net income rose to $13,088 million and diluted EPS to $2.68, compared with $4,140 million and $0.85, respectively.
For the first three fiscal quarters, revenue reached $71,089 million and net income $29,747 million, with gross margin at 69%. Operating cash flow was $32,950 million, lifting cash and cash equivalents to $23,975 million while total debt principal declined to $61,079 million. Remaining performance obligations were approximately $179.2 billion, with about 25% expected as revenue over the next 12 months, and Broadcom continued returning capital via $9,281 million in dividends and $8,450 million of share repurchases.
Broadcom reported very strong quarterly results driven by AI and software demand. Net revenue for the fiscal quarter ended May 3, 2026 was $22,187 million, up 48% year over year, with gross margin at 69%. Operating income rose to $10,788 million and net income reached $9,310 million, reflecting particularly strong growth in semiconductor solutions and VMware-based infrastructure software.
For the first two fiscal quarters, revenue was $41,498 million, up 39%. Semiconductor solutions contributed $27,524 million, mainly from custom AI accelerators and AI networking, while infrastructure software delivered $13,974 million, helped by VMware Cloud Foundation. Broadcom generated $18,753 million in operating cash flow over two quarters, ended with $19,628 million in cash and cash equivalents, and carried $66,720 million in debt principal.
The company returned significant capital via $6,178 million in dividends and $8,450 million of share repurchases over two quarters. It disclosed remaining performance obligations of about $164.6 billion and large purchase commitments tied to AI and other long-term contracts, plus a new AI rack lease backstop with maximum exposure of $29 billion, which increases its future obligations.
Broadcom Inc. delivered a strong quarter driven by AI-related demand. For the fiscal quarter ended February 1, 2026, net revenue rose to $19,311 million from $14,916 million, a 29% increase. Semiconductor solutions revenue jumped 52% to $12,515 million, mainly from custom AI accelerators and AI networking products, while infrastructure software revenue grew modestly to $6,796 million.
Operating income increased to $8,563 million from $6,260 million, expanding margin to 44% of revenue. Net income reached $7,349 million, with diluted EPS of $1.50 versus $1.14 a year earlier. Operating cash flow was a robust $8,260 million, supporting $3,086 million of dividends and $7,850 million of share repurchases. Broadcom ended the quarter with $14,174 million in cash and cash equivalents and total debt of $67,970 million. Customer concentration remains high: one semiconductor distributor represented 42% of net revenue, and the top five end customers accounted for about 50%.
Broadcom Inc. reported interim results for the three fiscal quarters ended August 3, 2025, operating across two reportable segments: semiconductor solutions and infrastructure software.
The company generated $7,166 million of cash from operations and held $10,718 million in cash and equivalents. Net leverage remained sizeable with $66,257 million of aggregate indebtedness and $65.8 billion of fixed-rate borrowings (principal) as of August 3, 2025. Broadcom issued $6,000 million of senior unsecured notes in July 2025 and used proceeds to repay term facilities.
Revenue mix shifted toward software, lifting gross margin to 67% for the quarter and 68% year-to-date. Remaining performance obligations totaled approximately $27.5 billion, with ~34% expected to be recognized in the next 12 months. The acquisition of VMware closed November 22, 2023 for about $30,788 million cash plus 544 million Broadcom shares; pro forma adjustments were presented. Tax impacts included a $1,058 million valuation allowance against CAMT credits and $6,930 million of gross unrecognized tax benefits, with statutes of limitations lapsing expected to reduce these by ~$3.1 billion, producing a potential discrete tax benefit of up to $2.1 billion.