TREE NEWS reports: Broadcom reported FY2026 Q3 revenue of $29.591B and adjusted EPS of $3.32, both beating consensus. AI semiconductor revenue surged 221% year-over-year to $16.7B, accounting for 56% of total revenue. However, Q4 revenue guidance of $34.8B missed estimates of $35.03B, while AI semiconductor guidance of $21.7B beat expectations. Management guided FY2027 AI revenue to double to $115B and FY2028 to $230B.
Broadcom FY2026 Q3: AI semis up 221%, Q4 guide misses on non-AI
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