Broadcom's May–July results forecast to show 83% revenue growth, AI semiconductor outlook in focus

The story

U.S. ASIC major Broadcom is expected to announce its results for May–July 2026 on the evening of the 2nd U.S. Eastern Time, with market forecasts calling for revenue of $29.241 billion, up 83% from the previous quarter. Estimates compiled by QUICK and FactSet indicate that continued demand for its core AI semiconductors is likely to boost revenue.

While the report indicates trends in the semiconductor segment, the revenue outlook for AI-related products is expected to be a key focus of the results, against a backdrop of competition with NVIDIA and others.

At a glance

PeriodScheduled release of results for May–July 2026

Sales outlookUp 83% year on year to $29.241 billion

Key focusRevenue outlook for AI semiconductors

CompetitionCompetition with NVIDIA and others to continue

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