AVGO · Broadcom Inc.

$392.99 -24.83 (-5.94%) At close · Aug 14

Customer concentration — top 5 customers 45% of revenue

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.”

View the 10-Q filed Jun 9, 2026

Market Cap

$1.87T

4.76B

Broadcom Inc. Earnings Call Transcripts

Every quarterly earnings call for Broadcom Inc. (AVGO) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts

▲24.9% $8.46B $3.07B '22 Q3 22-09-01 ▲20.6% $8.93B $3.36B '22 Q4 22-12-08 ▲15.7% $8.91B $3.77B '23 Q1 23-03-02 ▲7.8% $8.73B $3.48B '23 Q2 23-06-01 ▲4.9% $8.88B $3.30B '23 Q3 23-08-31 ▲4.1% $9.29B $3.52B '23 Q4 23-12-07 ▲34.2% $11.96B $1.32B '24 Q1 24-03-07 ▲43% $12.49B $2.12B '24 Q2 24-06-12 ▲47.3% $13.07B −$1.88B '24 Q3 24-09-05 ▲51.2% $14.05B $4.32B '24 Q4 24-12-12 ▲24.7% $14.92B $5.50B '25 Q1 25-03-06 ▲20.2% $15.00B $4.96B '25 Q2 25-06-05 ▲22% $15.95B $4.14B '25 Q3 25-09-04 ▲28.2% $18.02B $8.52B '25 Q4 25-12-11 ▲29.5% $19.31B $7.35B '26 Q1 26-03-04 LATEST ▲47.9% $22.19B $9.31B '26 Q2 26-06-03