Broadcom is set to announce its fiscal third-quarter earnings, with analysts expecting earnings per share of $1.65 and revenue of $15.83 billion. The company is projected to report a 21% revenue growth from last year and analysts anticipate revenue growth to continue through 2026. Broadcom’s custom chips have fueled its success in the AI market, with analysts predicting significant revenue from custom silicon in the coming years. The company’s stock has seen a 30% increase this year and nearly doubled over the past 12 months.

In the fiscal second quarter, Broadcom’s AI revenue surged 46% to over $4.4 billion, with CEO Hock Tan forecasting a $5.1 billion figure for the third quarter. The company’s growth has been boosted by acquisitions, notably the $61 billion purchase of VMware in 2023, which is integral to Broadcom’s infrastructure software business. Broadcom’s AI revenue is driven by investments from hyperscale partners, contributing to the company’s impressive growth.

Read more at CNBC: Broadcom (AVGO) Q3 2025 earnings report