AVGO News
R40 coverage for Broadcom Inc. (AVGO).
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News
Dell Nearly Doubled Its Revenue and Booked the Thinnest Gross Margin in Its Series in the Same Quarter
Dell's revenue grew 87.5% to $43.8B while gross margin fell to 17.75%, the lowest we hold. The site scores it 95 — above Broadcom, at a quarter of the margin.
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News
Broadcom Q2 FY2026: AI Revenue Grew 143%, Guided to Grow 200%+ Next Quarter — Stock Still Fell
Broadcom beat Q2 estimates and guided Q3 AI semiconductor revenue to more than double year-over-year, yet shares fell as much as 13% because the top end of revenue guidance came in well below the most bullish estimates. We break down the AI custom-silicon story driving both the growth and the volatility.
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