Every 8-K 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 8-K covers material events a company has to report between its quarterly 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 exceptionally strong third quarter fiscal 2026 results, driven largely by AI-related demand. Net revenue was $29.6 billion, up 86% year-over-year, with GAAP net income of $13.1 billion and GAAP diluted EPS of $2.68; non-GAAP diluted EPS was $3.32.
Q3 AI semiconductor revenue was $16.7 billion, up 221% year-over-year and 54% sequentially. Free cash flow was $13.7 billion, or 46% of revenue. The company ended the quarter with $24.0 billion in cash and cash equivalents and long-term debt of $57.2 billion.
For the fourth quarter of fiscal 2026, Broadcom projects revenue of approximately $34.8 billion, an increase of 93% from the prior year period, and expects non-GAAP operating income of about 66% of projected revenue. The board declared a quarterly cash dividend of $0.65 per share, payable September 30, 2026 to stockholders of record on September 21, 2026.
Broadcom Inc. has expanded its long-standing collaboration with Apple Inc. through 2031. The companies entered new multi-year agreements under which Broadcom will develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple devices.
Broadcom also includes a cautionary note that these plans involve forward-looking statements and may differ from actual results. It directs readers to existing risk factor disclosures in its Form 10-K for the year ended November 2, 2025 and Form 10-Q for the period ended May 3, 2026.
Broadcom Inc. launched and priced cash tender offers to repurchase several series of outstanding senior notes, initially capping total consideration at $2.5 billion excluding accrued interest. The company later increased this Consideration Cap Amount to $3.0 billion, allowing the purchase of all 4.926% notes due 2037 and 4.900% notes due 2038 that were validly tendered, including via guaranteed delivery.
Across all six note series, holders tendered approximately $5.5 billion in aggregate principal, of which about $2.9 billion was accepted for purchase. Accepted holders will also receive an accrued coupon payment in cash in addition to the stated note-specific consideration per $1,000 of principal.
Broadcom Inc. has launched cash tender offers to purchase several series of its outstanding senior notes for up to an aggregate purchase price of $2.5 billion, excluding accrued interest, called the Consideration Cap Amount. The offers cover 4.926% notes due 2037, 4.900% notes due 2038, 5.050% notes due 2030, 5.200% notes due 2032, 5.150% notes due 2031 and 4.900% notes due 2032.
Pricing for each series will be set using a fixed spread over specified U.S. Treasury reference securities based on yields at 11:00 a.m. New York City time on June 17, 2026. The offers are scheduled to expire at 5:00 p.m. New York City time on that date, with initial settlement expected on June 18, 2026 and guaranteed delivery settlement on June 23, 2026, subject to customary conditions.
Broadcom Inc. reported a very strong second quarter of fiscal 2026 and raised its outlook. Net revenue was $22.2 billion, up 48% from the prior year, with GAAP net income of $9.3 billion and non-GAAP net income of $12.1 billion. GAAP diluted EPS was $1.91 and non-GAAP diluted EPS was $2.44.
Adjusted EBITDA reached $15.2 billion, or 69% of revenue, and free cash flow was $10.3 billion, equal to 46% of revenue. Semiconductor revenue from AI was $10.8 billion, up 143% year-over-year, and management expects AI semiconductor revenue to grow to $16.0 billion in the third quarter.
For the third quarter of fiscal 2026, Broadcom guides to approximately $29.4 billion in revenue, an 84% year-over-year increase, with non-GAAP operating income about 67% of revenue and Adjusted EBITDA about 68% of revenue. The board also declared a quarterly cash dividend of $0.65 per share, payable June 30, 2026 to shareholders of record on June 22, 2026.
Broadcom Inc. held its 2026 Annual Meeting of Stockholders on April 20, 2026. Stockholders elected eight directors, including Hock E. Tan and Henry Samueli, with each receiving over 3.5 billion votes in favor except Harry L. You, who received about 2.7 billion for and 0.95 billion against.
Stockholders also ratified PricewaterhouseCoopers LLP as Broadcom’s independent registered public accounting firm for the fiscal year ending November 1, 2026, with 4,007,802,173 votes for and 81,424,831 against. In addition, the advisory vote on named executive officer compensation was approved, with 2,433,503,375 votes for and 1,232,879,962 against.
Broadcom Inc. has entered into a long-term agreement with Google LLC to develop and supply custom Tensor Processing Units (TPUs) for Google’s future generations of TPUs, along with a supply assurance agreement covering networking and other components for Google’s next-generation AI racks through up to 2031. Separately, Broadcom, Google and Anthropic PBC expanded their collaboration so that Anthropic, beginning in 2027, may access approximately 3.5 gigawatts of next‑generation TPU-based AI compute capacity through Broadcom, as part of multiple gigawatts committed by Anthropic. Anthropic’s use of this additional AI capacity depends on its continued commercial success, and the parties are discussing support for this deployment with operational and financial partners.
Broadcom Inc. announces a planned Chief Financial Officer transition. Kirsten M. Spears will retire and resign as CFO and Chief Accounting Officer effective June 12, 2026. The Board has appointed Amie Thuener, currently a senior finance leader at Alphabet Inc., to become CFO, with her employment expected to begin May 4, 2026.
Spears will provide consulting services until March 15, 2027, during which her existing equity awards continue to vest, with performance-based awards capped at target and no additional cash compensation. Thuener’s offer includes a $700,000 annual base salary, target bonus equal to 100% of base salary, a $1,000,000 sign-on cash bonus, and equity awards of 50,000 RSUs and 50,000 PSUs (at target), with PSU vesting tied to Broadcom’s stockholder return versus the S&P 500 and absolute performance over four overlapping performance periods.
Broadcom Inc. reported strong first quarter fiscal 2026 results, with revenue of $19,311 million, up 29% from a year earlier, driven by AI semiconductor demand. GAAP net income was $7,349 million and non-GAAP net income was $10,185 million, with GAAP diluted EPS of $1.50 and non-GAAP diluted EPS of $2.05. Adjusted EBITDA reached $13,128 million, or 68% of revenue.
AI revenue was $8.4 billion, growing 106% year-over-year. Broadcom generated cash from operations of $8,260 million and free cash flow of $8,010 million. The board declared a quarterly dividend of $0.65 per share and authorized a new share repurchase program of up to $10 billion through December 31, 2026. For the second quarter, the company guides to approximately $22.0 billion of revenue, up 47% year-over-year, and expects adjusted EBITDA of about 68% of revenue.
Broadcom Inc. announced that director Eddy W. Hartenstein will retire from its Board of Directors at the conclusion of his term at the company’s 2026 annual meeting of stockholders. He offered his resignation after reaching age 75, in line with Broadcom’s Corporate Governance Guidelines.
The company states that his retirement is not due to any disagreement with Broadcom. When his retirement becomes effective at the annual meeting, the size of Broadcom’s Board will be reduced to eight members.
Broadcom Inc. is raising $4,500,000,000 by issuing unsecured senior notes in four tranches: $750,000,000 of 4.300% notes due 2031, $1,250,000,000 of 4.600% notes due 2033, $1,250,000,000 of 4.950% notes due 2036, and $1,250,000,000 of 5.700% notes due 2056. These notes rank equally with Broadcom’s other unsecured, unsubordinated debt and are not guaranteed by subsidiaries, so they sit structurally behind subsidiary obligations.
The company expects to use the net proceeds for general corporate purposes and to repay debt. Broadcom and its VMware subsidiary have called for redemption $1,118,175,000 of 4.110% notes due 2028, $875,000,000 of 4.150% notes due 2028, $757,000,000 of 5.050% notes due 2027, and $1,250,000,000 of 3.900% notes due 2027 on specified redemption dates, generally at the greater of par or a make-whole amount plus accrued interest.
Broadcom Inc. furnished a press release announcing its unaudited financial results for the fourth quarter and fiscal year ended November 2, 2025, with full details provided in Exhibit 99.1.
The company also announced that its board of directors declared a quarterly cash dividend of $0.65 per share on its common stock, payable on December 31, 2025 to stockholders of record as of the close of business on December 22, 2025.
Broadcom Inc. filed an 8-K disclosing the issuance and sale of debt securities under a Form S-3ASR shelf registration. A prospectus supplement dated September 24, 2025 set the final terms and the Notes were sold under an Underwriting Agreement dated September 22, 2025. The debt is governed by the Base Indenture dated July 12, 2024 and Supplemental Indenture No. 5 dated September 29, 2025. The filing references forms of Notes with coupons and maturities: 4.200% due 2030, 4.800% due 2036 and 4.900% due 2038. Legal opinion and consent of Wachtell, Lipton, Rosen & Katz are included, and related exhibits (indenture, supplemental indenture, note forms, underwriting agreement) are attached or incorporated by reference.
Broadcom Inc. submitted updated financial information showing how its results would look after fully combining with VMware. The company previously closed its acquisition of VMware on November 22, 2023, and is now providing unaudited pro forma condensed combined financial statements for the fiscal year ended November 3, 2024. These pro forma statements, included as Exhibit 99.1, are designed to help readers understand the scale and shape of the combined business by presenting Broadcom and VMware as if they had operated together for that full fiscal year.
Broadcom granted a long-term, service- and performance-based equity award to its CEO, Mr. Tan, tied to AI-related revenue targets and continued employment through fiscal 2030. The "Tan PSU Award" vests only if challenging AI revenue goals are met during a three-year performance period covering fiscal 2028–2030 and if Mr. Tan remains in service through the end of fiscal 2030, with final vesting on the last day of fiscal 2030. The award supplements previously granted PSUs and includes non-transferable after-tax shares that Mr. Tan must hold through specified holding periods, with transfer restrictions and potential extensions if he voluntarily resigns without good reason. If Mr. Tan ceases service during the vesting period, the award is forfeited except as otherwise noted.
Broadcom Inc. reported unaudited financial results for its third quarter ended August 3, 2025, through a press release that accompanies this report as Exhibit 99.1. The details of revenue, profit, and other metrics are contained in that press release.
The company also announced that its Board of Directors declared a quarterly cash dividend of $0.59 per share on its common stock. This dividend will be paid on September 30, 2025 to stockholders of record as of the close of business on September 22, 2025, providing shareholders with continued cash returns.