브로드컴은 2026 회계연도 3분기 실적을 발표하며, AI 수요 증가로 매출이 86% 급증한 296억 달러를 기록했다고 밝혔다.

Broadcom Inc. today announced its financial results for the third quarter of fiscal year 2026, which ended on August 2, 2026. The company reported total net revenue of $29.6 billion, representing an 86 percent increase compared to the prior year period. GAAP operating income reached $16.0 billion, while non-GAAP operating income stood at $20.1 billion, reflecting a 92 percent year-over-year growth. GAAP diluted earnings per share were $2.68, and non-GAAP diluted earnings per share came in at $3.32. Net income totaled $13.1 billion on a GAAP basis and $16.4 billion on a non-GAAP basis.

Revenue was generated across two primary segments. Semiconductor solutions contributed $20.8 billion, marking a 127 percent year-over-year increase. Infrastructure software revenue amounted to $8.8 billion, up 29 percent year-over-year. The company highlighted exceptionally strong demand for its custom AI accelerators and networking products. AI semiconductor revenue specifically reached $16.7 billion in the third quarter, growing 221 percent year-over-year and 54 percent quarter-over-quarter.

On cash flow, Broadcom generated $14.2 billion from operations during the quarter. After deducting capital expenditures of $0.5 billion, the company produced $13.7 billion in free cash flow, equating to 46 percent of revenue. Cash and cash equivalents at the end of the quarter rose to $24.0 billion from $19.6 billion at the end of the previous quarter. Additionally, the board approved a quarterly common stock dividend of $0.65 per share, payable on September 30, 2026 to shareholders of record as of September 21, 2026. A previous dividend of $0.65 per share totaling $3.1 billion was paid on June 30, 2026.

Looking ahead to the fourth quarter of fiscal year 2026, ending November 1, 2026, Broadcom provided guidance forecasting revenue of approximately $34.8 billion, which represents a 93 percent increase from the prior year period. The company also guided for fourth-quarter non-GAAP operating income of approximately 66 percent of projected revenue. Management noted that actual results may vary materially from these estimates and that the company undertakes no obligation to update projections except as required by law.

Regarding executive commentary, President and CEO Hock Tan stated, Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter. In Q4 the momentum continues, and we expect AI semiconductor revenue to accelerate to $21.7 billion, up 236% year-over-year. CFO Amie Thuener added, Broadcom achieved record revenue, operating profit and free cash flow in Q3. We delivered non-GAAP operating income growth of 92% year-over-year, as consolidated revenue grew 86% year-over-year to $29.6 billion. Q4 consolidated revenue growth is forecasted to increase 93% year-over-year to $34.8 billion, and we expect to maintain our non-GAAP operating margin at 66%, flat from a year ago.

The press release clarifies that non-GAAP financial measures exclude amortization of acquisition-related intangible assets, stock-based compensation expense, restructuring and other charges, acquisition-related costs, non-GAAP tax reconciling adjustments, and other items management considers non-recurring or unrelated to core operations. These metrics are used internally for budgeting, performance evaluation, and strategic planning. The company emphasized that non-GAAP data should not replace GAAP measures and noted that reconciling projected non-GAAP figures to GAAP would require unreasonable effort. Broadcom will host a conference call to discuss these results and the business outlook at 2:00 p.m. Pacific Time, accessible live and via replay through the Investors section of its website.