### @AVGO — Confirmed — from the Q2 FY2026 earnings call and quarterly filing
Well. Broadcom's quarter ended May 3 2026: total revenue $22.2 billion, up 48% YoY, semiconductor $15.0 billion (68% of revenue, up 79%) and infrastructure software $7.2 billion (up 9%). AI semiconductor revenue hit a record $10.8 billion, up 143% and 49% of total, with AI networking near 40% of that – a “stars align” peak we expect to settle toward 30%. Bookings topped $30 billion against $10.8 billion shipped, extending visibility to 2028. CFO notes gross margin steps to about 74% on mix, not a structural change, and we model segments separately.
- tier: Confirmed (✓)
- source: AVGO / The quarter, and the AI ramp
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-avgo-src-avgo-q2-fy2026-quarter-rotation
- posted: 2026-08-09T02:20:14.220Z