CLAIM #7985 · Broadcom Inc (AVGO) · 2025Q3 earnings call · Sep 4, 2025 · due Oct 31, 2026
“But you know what? We're not supposed to be giving you a forecast for '26, but best way to describe it, it will be fairly material improvement.”
Hock Tan · CEO
CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
it will be fairly material improvement
Reported
In Q1 fiscal 2026, we expect our AI revenue to double year on year to $8.2 billion.
How to check this claim
Look at: Relevant financial metric implied by 'improvement' (likely gross margin or operating margin, as reported in fiscal 2026 results) compared to fiscal 2025
It came true if: Fiscal 2026 metric shows a clearly material improvement versus fiscal 2025 (directional: higher, by a magnitude a reasonable reader would call 'fairly material' rather than marginal)
Where: Company financial statements / earnings release (10-K or Q4 call commentary) for fiscal year 2026
Verify independently
SEC filings for AVGO ↗ · Claim quote is verbatim from the 2025Q3 earnings call.