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- AI Xpv Backstop and Convertible Notes (new) — Broadcom disclosed a $29B backstop liability and potential $42B in customer convertible notes, significantly increasing contingent obligations and counterparty credit risk.
- Customer Concentration (worsened) — One distributor now represents 50% of quarterly revenue (up from 32%), and top-five end customers account for ~50% of revenue, heightening dependence on a few AI customers.
- Tsmc Dependence (new) — Approximately 95% of wafers from contract manufacturers are produced by TSMC, a newly quantified supply-chain concentration risk.
Broadcom revenue surges 85.5% to $29.6B on AI demand; net income up 216%
Filed September 10, 2026 · Period ending August 2, 2026 · Compared to 10-Q Sep 10, 2025 · ~1 min read
Key Changes
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Total revenue jumped 85.5% to $29.6B, driven by custom AI accelerators and networking; operating income rose 171% to $16.0B.
MD&A: Revenue & Operating Income verify on EDGAR → -
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Net income more than tripled to $13.1B (+216.1%), with diluted EPS of (+215.3%).
Key Financials view on EDGAR → -
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Remaining performance obligations soared, reflecting a new long-term custom AI accelerator contract.
Notes: Performance Obligations verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 10, 2026 · How we verify