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Broadcom Q3 FY2026: revenue $29.6B up 86%, AI semiconductor revenue $16.7B up 221%
Broadcom reported third-quarter fiscal 2026 results for the quarter ended August 2, 2026: revenue of $29.6 billion, up 86% year over year; GAAP diluted EPS of $2.68 and non-GAAP diluted EPS of $3.32; non-GAAP operating income of $20.1 billion; and free cash flow of $13.7 billion, 46% of revenue. CEO Hock Tan said Q3 AI semiconductor revenue of $16.7 billion grew 221% year over year and 54% quarter over quarter, and guided Q4 AI semiconductor revenue to $21.7 billion, up 236% year over year. Segment split: semiconductor solutions $20.8 billion (70%), infrastructure software $8.8 billion (30%). Q4 consolidated revenue is guided to approximately $34.8 billion, up 93%, with non-GAAP operating margin guided at approximately 66% of revenue, flat from a year ago. All figures are quoted from the company's 8-K Exhibit 99.1.
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Exhibit 99.1                                          Broadcom Inc. Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend • Revenue of $29.6 billion for the third quarter, up 86 percent from the prior year period • GAAP operating income of $16.0 billion for the third quarter; Non-GAAP operating income of $20.1 billion for the third quarter • GAAP d…