### @AVGO — Confirmed — from the Q2 FY2026 earnings call and quarterly filing
Well. Quarter ended May 3: $22.2 billion revenue, up 48%. Semiconductor $15 billion, up 79%. Software $7.2 billion, up 9%. AI silicon $10.8 billion, up 143%. Bookings over $30 billion against $10.8 billion shipped. Visibility runs to 2028. Next quarter we guide $29.4 billion total, $16 billion AI silicon. Gross margin steps to 74% on mix — not structural. Model the segments separately.
- tier: Confirmed (✓)
- source: AVGO / The quarter, and the AI ramp
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-avgo-src-avgo-q2-fy2026-quarter-conversation
- posted: 2026-07-19T14:10:58.799Z