Citable filing context
AVGO's research view summarizes recent SEC filing context, starting with material_agreement from Jul 6, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 6, 2026 | material_agreement | Broadcom and Apple entered new multi-year agreements through 2031 to develop and supply custom ASIC silicon products. |
| Jun 18, 2026 | debt_offering | Broadcom accepted approximately $2.9 billion in principal for its cash tender offer of outstanding debt securities. |
| Jun 11, 2026 | debt_offering | Broadcom launched cash tender offers to purchase up to $2.5 billion of its outstanding debt securities. |
| Jun 3, 2026 | Guidance: adjusted_ebitda_margin | 68.00 to 68.00 |
| Jun 3, 2026 | Guidance: ai_semiconductor_revenue | 16000.00 to 16000.00 |
| Jun 3, 2026 | Guidance: non_gaap_operating_margin | 67.00 to 67.00 |
| Jun 9, 2026 | mda_quarterly | Broadcom reported net revenue of $22.187 billion for the fiscal quarter ended May 3, 2026, driven by surging demand for custom AI accelerators and AI networking products within its semiconductor solutions segment. Growth in the infrastructure software segment was primarily fueled by the VMware Cloud Foundation (VCF) product. Operating income rose to $10.788 billion, with gross margin holding steady at 69%. A significant financial risk is extreme customer concentration; a single distributor accounted for 42% of net revenue, and the top five end customers represented approximately 45% of total revenue. The company also noted exposure to geopolitical volatility and trade tariffs. To support anticipated shipments of custom AI accelerators, inventory increased to $4.328 billion. Broadcom maintains strong liquidity with $19.628 billion in cash and cash equivalents, generating $18.753 billion from operations over the first two fiscal quarters. These cash flows funded $6.178 billion in dividends and $8.450 billion in stock repurchases during the same period. Total outstanding indebtedness stands at $66.720 billion, with $2.252 billion in principal payable within 12 months. Research and development expenses increased due to higher stock-based compensation related to two-year equity awards. |
| Mar 11, 2026 | mda_quarterly | Broadcom reported a robust fiscal quarter ended February 1, 2026, with total net revenue increasing 29% to $19,311 million. This growth was primarily driven by its Semiconductor Solutions segment, which saw a 52% revenue increase to $12,515 million, fueled by strong demand for networking solutions, particularly custom AI accelerators and AI networking products. The Infrastructure Software segment grew modestly by 1% to $6,796 million. Gross margin remained stable at 68% of net revenue, while operating income improved to 44% of net revenue |
Source: SEC EDGAR filing text and events; period Jul 6, 2026; filed Jul 6, 2026.
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