Broadcom Reports $15.95B Q3 Revenue on AI Surge, Raises Q4 Forecast

Broadcom Inc. has reported strong fiscal third-quarter results, with revenue reaching $15.95 billion, a 22% increase year-on-year, driven by surging demand for AI-related semiconductor products. The company's AI semiconductor revenue surged to $5.2 billion in Q3 and is forecasted to hit $6.2 billion in Q4 2025, reflecting its pivotal role in supplying custom accelerators and networking chips to hyperscale data centers and tech giants like Google and Meta. CEO Hock Tan highlighted ongoing collaboration with new prospective customers, including one that recently placed production orders, which is expected to significantly improve Broadcom's AI revenue outlook for fiscal year 2026, potentially accelerating growth beyond the previously anticipated 50% to 60%. Broadcom's diversified portfolio, including its infrastructure software segment expanded by the VMware acquisition, provides resilience against market volatility and supports its sustained growth across AI and enterprise solutions. The company projects Q4 revenue of $17.4 billion, surpassing Wall Street expectations, and has maintained steady AI revenue growth for 11 consecutive quarters, underscoring its expanding influence in the AI hardware market despite competition from Nvidia and AMD. Broadcom's financial strength is reflected in its $1.44 trillion market capitalization and solid liquidity and profitability metrics, positioning it as a key player in the rapidly evolving AI semiconductor landscape.