Broadcom Reports Strong Q4 Performance with 28% Revenue Growth, Driven by AI Semiconductor Surge
Broadcom Inc. (AVGO) delivered robust fourth-quarter results, with revenue climbing 28% year-over-year to $18.02 billion. Net income nearly doubled to $8.52 billion, underscoring the company's dominance in the AI semiconductor market. Despite closing at $406.37, down 1.60%, Broadcom's outlook remains bullish.
The semiconductor segment drove growth, posting $11.07 billion in revenue—a 35% increase. AI-specific revenue surged 74%, fueled by demand for custom accelerators and Ethernet switches. CEO Hock Tan anticipates sustained momentum, projecting Q1 2026 revenue at $19.1 billion.
Broadcom's strategic focus on AI infrastructure positions it as a key enabler of the next computing paradigm. The results reflect broader tech sector trends, where AI-driven demand is reshaping semiconductor supply chains and capital allocation.