Broadcom Inc. (AVGO)

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Broadcom Inc. (AVGO) — Tellvest

Latest Quarter Insights

2026 Q1

Sentiment

9/10-1

How this score was built

Base8Transcript0EPS0Guidance+1Final9

How this score was built

Base8Transcript0

Macro Signals

↑AI & Tech↑CAPEX→Enterprise Spending

Key Themes7

positive📊 company

AI Semiconductor Revenue Acceleration

AI semiconductor revenue, which grew 106% year-on-year to $8.4 billion, way above our outlook. Q2 AI revenue guided to $10.7 billion, up approximately 140% year-on-year.

Revenue GrowthCloud & AIDemand

positive📊 company

Custom XPU Customer Expansion

OpenAI added as a sixth XPU customer deploying in volume their first-generation XPU in 2027 at over 1 gigawatt of compute capacity. Custom accelerator business grew 140% year-on-year in Q1.

Competitive DynamicsCloud & AIInnovation & R&D

positive

Q&A Topicsfrequency by quarter

	Cloud & AI	Revenue Growth	Competitive Dynamics	Guidance Reliability	Innovation & R&D	Demand	Margin	Regulation Policy
2025Q1	10	4	5	4	3	1		2
2025Q2	13	8	7	5	5	1	2	1
2025Q3	9	9	7	4	3	2	1
2025Q4	11	7	4	4	3	1	1
2026Q1	9	6	6	3	5		1

	'25Q1	'25Q2	'25Q3	'25Q4	'26Q1
Cloud & AI	10	13	9	11	9
Revenue Growth	4	8	9	7	6
Competitive Dynamics	5	7	7	4	6
Guidance Reliability	4	5	4	4	3
Innovation & R&D	3	5	3	3	5
Demand	1	1	2	1
Margin		2	1	1	1
Regulation Policy	2	1

Analyst Q&A11 analysts · 11 questions

Ben ReitzesMelius Research

your commentary about supply visibility on those 4 major components through 2028. A, how'd you do it? This is probably the -- you're the first one to kind of go out through the '28 time frame

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Blayne CurtisJefferies

Just clarification, Hock, on the greater than $100 billion. I think you said AI chips. I just want to make sure you're clarifying the difference between the ASICs and networking

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