AVGO · Broadcom Inc.
5 customers — 45% of revenue (the fiscal quarter ended May 3, 2026)
“We believe aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026 and 40% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”
5 customers — 45% of revenue (the two fiscal quarters ended May 3, 2026)
“We believe aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026 and 40% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”
One customer — 42% of revenue (the two fiscal quarters ended May 3, 2026)
“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026, and 29% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”
One customer — 42% of revenue (the fiscal quarter ended May 3, 2026)
“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026, and 29% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 4, 2025.”
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $15,244M | Q2 26 | — |
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| Capital expenditures | $231M | Q2 26 | — |
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| Cash from operations | $10,493M | Q2 26 | — |
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| Free cash flow | $10,262M | Q2 26 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 10,493M
-231M Purchases of property, plant and equipment
= Free cash flow 10,262M
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| semiconductor revenue from AI | $10.8B | Q2 | — |
| AI revenue | 8.4B | Q1 FY2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Semiconductors — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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AVGO
this stock
Broadcom Inc.
|
$1.89T | +15.1% | +7.9% | 66.0 | 1.5% |
|
NVDA
Nvidia Corp
|
$5.13T | +13.8% | +125.9% | 32.5 | 1.3% |
|
TSM
Taiwan Semiconductor Manufacturing Co Ltd
|
$2.16T | +37.1% | — | — | 0.5% |
|
SKHY
SK hynix Inc.
|
$1.20T | — | — | — | — |
|
MU
Micron Technology Inc
|
$1.08T | +236.3% | +49.5% | 21.7 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AVGO | +0.6% | +4.4% | +19.5% | +5.1% | +15.1% |
| SPY | -1.0% | +1.9% | +7.5% | +0.1% | +9.6% |
| vs SPY | +1.6% | +2.5% | +12.0% | +5.0% | +5.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.