“Customers have been coming to us incrementally over the last few months. We expect that to continue.”

How to check this claim

Look at: Revenue growth trend attributed to incremental customer demand, as described in management commentary (qualitative continuation of a stated trend)

It came true if: Management reiterates or confirms continued incremental customer demand/growth trend on the next earnings call; directionally, revenue growth rate remains positive quarter-over-quarter

Where: Company earnings call management commentary and quarterly income statement (revenue)

Verify independently

SEC filings for AVGO ↗ · Claim quote is verbatim from the 2026Q2 earnings call.