Quarterly Earnings Performance
Note — Fiscal Year Offset: Broadcom's fiscal year ends in late October/early November (FY2025 ended Nov 2, 2025). Quarters below are grouped by calendar report date, not fiscal year label. Each row shows both the Broadcom fiscal quarter designation and the calendar period covered.
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2025 (Fiscal Q1 FY2025) | Nov 2024–Feb 2, 2025 | 2025-03-06 | $14.9B | +25% | $1.60 | ~$14.9B | AI revenue +77% YoY to $4.1B |
| Q2 2025 (Fiscal Q2 FY2025) | Feb–May 4, 2025 | 2025-06-05 | $15.0B | +20% | $1.58 | — | Record Q2; AI networking demand drove gains |
| Q3 2025 (Fiscal Q3 FY2025) | May–Aug 3, 2025 | 2025-09-04 | $16.0B | +22% | $1.69 | — | Record quarter; infrastructure software +YoY |
| Q4 2025 (Fiscal Q4 FY2025) | Aug–Nov 2, 2025 | 2025-12-11 | $18.0B | +28% | $1.95 | ~$19.3B | AI semi +74% YoY; dividend raised +10% |
| FY 2025 | Full Year (Fiscal FY2025) | — | $63.9B | +24% | $6.82 | — | Full-year AI semi revenue $18B |
FY 2025 non-GAAP EPS is the sum of the four reported quarters ($1.60 + $1.58 + $1.69 + $1.95 = $6.82).
| Quarter | Period | Report Date | Revenue | YoY Growth | EPS (non-GAAP) | Guidance (next qtr) | Notes |
|---|---|---|---|---|---|---|---|
| Q1 2026 (Fiscal Q1 FY2026) | Nov 2025–Feb 1, 2026 | 2026-03-05 | $19.3B | +29% | $2.10 | ~$22.0B | AI revenue +106% YoY to $8.4B; beat estimates |
| Quarter | Est. Report Date | Est. Revenue | Est. EPS | Source |
|---|---|---|---|---|
| Q2 2026 (Fiscal Q2 FY2026) | ~2026-06-05 | ~$22.0B (est.) | — | Q1 FY2026 guidance; AI semi $10.7B (est.) |
Broadcom delivered exceptional 2025 performance driven by an AI semiconductor supercycle and robust VMware/infrastructure software contribution from the 2023 VMware acquisition. Revenue grew 24% for fiscal 2025 to $63.9B, with AI semiconductor revenue compounding at triple-digit rates through FY2025 and into FY2026 Q1 where AI revenue surged 106% YoY to $8.4B. The company raised its quarterly dividend 10% following Q4 FY2025 results. Looking into calendar 2026, guidance for Q2 FY2026 of ~$22B (with AI semi at $10.7B) signals continued acceleration; custom silicon (XPU) engagements with hyperscalers remain the primary growth catalyst alongside AI networking (Ethernet switching and optics).
Generated: 2026-05-11