Broadcom AI Revenue Surges 143% But Stock Drops -3.3% on Sell-Off
Can Broadcom's explosive custom chip partnerships protect it from the brutal semiconductor sell-off dragging down its stock?
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components; wireless device connectivity, including RF semiconductor devices, connectivity solutions, custom touch controllers, and inductive charging ASICS; servers and storage system solutions, such as PCIE switches, SAS & raid products, fibre channel products, and HDD & SSD solutions; broadband solutions, includes set-top…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q 2026 Apr 2026 | $22.19B | — | $9.31B | $1.91 | — | 69.5% | 48.9% |
| Q 2026 Jan 2026 | $19.31B | — | $7.35B | $1.50 | — | 68.1% | 44.9% |
| Q 2025 Oct 2025 | $18.02B | — | $8.52B | $1.74 | — | 68.0% | 42.5% |
| Q 2025 Jul 2025 | $15.95B | — | $4.14B | $0.85 | — | 67.1% | 38.1% |
| Q 2025 Apr 2025 | $15.00B | — | $4.97B | $1.03 | — | 68.0% | 39.4% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Broadcom's explosive custom chip partnerships protect it from the brutal semiconductor sell-off dragging down its stock?