Broadcom reported AI semiconductor revenue of $10.8 billion for the second fiscal quarter of 2026. This figure represents a 143% increase from the same period last year. Consolidated revenue reached a record $22.2 billion for the quarter. This total reflects a 48% year-over-year increase.
The company expects AI semiconductor revenue to reach $16 billion in the third fiscal quarter of 2026. This outlook represents a year-over-year increase of more than 200%.
Zacks Equity Research highlighted the company's continued strength in the AI market. Analysts cautioned that high investor expectations could limit stock upside if Broadcom fails to exceed these benchmarks.