CLAIM #7987 · Broadcom Inc (AVGO) · 2025Q3 earnings call · Sep 4, 2025

“But coming back coming on the second and third and the delivery of the $10 billion, I'll probably be in around, I would say, the second half of our fiscal quarter year 2026. I would say, to be more even more precise, likely to be Q3 of our fiscal twenty six.”

Hock Tan · CEO

How to check this claim

Look at: Cumulative delivery/revenue recognition of the $10 billion order (AI/custom silicon) referenced by management, as of fiscal Q3 2026

It came true if: Company commentary or disclosed figures confirm approximately $10 billion in orders delivered by end of fiscal Q3 2026

Where: Management commentary on fiscal Q3 2026 earnings call / investor materials (AVGO)

Knowable after: 2026-09-15

In context

“: And one moment for our next question. And that will come from the line of Joe Moore with Morgan Stanley. Your line is open. Joe Moore: Great. Thank you. In terms of the fourth customer, I think you've talked in the past about potential customers four and five were more hyperscale. And six and seven were more like, you know, the LLM makers themselves. Can you give us a sense for if you could help us categorize that? If not, that's fine. And then the $10 billion of orders, can you give us a time frame on that? Thank you. Hock Tan: Okay. Yeah. No. It's towards the end of the day, all seven do LLMs Not all of them have a current have a has a huge platform we're talking about. But one could imagine eventually, all of them will have or create a platform. So it's hard to differentiate the two. But coming back coming on the second and third and the delivery of the $10 billion, I'll probably be in around, I would say, the second half of our fiscal quarter year 2026. I would say, to be more even more precise, likely to be Q3 of our fiscal twenty six. Joe Moore: Okay. Okay. Q3, it starts or Q3 like, how what time frame does it take to deploy $10 billion? Starts and ends in Q3. Hock Tan: Alright. Thank you. Operator: One moment for our next question. And that will come from the line of Joshua Buchhalter with TD Cowen. Your line is open. Joshua Buchhalter: Hey, guys. Thank you for taking my question and congrats on the results. I was hoping you could provide some comments on momentum for your first scale up Ethernet and how it compares with, you know, UA link and PCIe solutions out there. You know, how big of a how meaningful is it to have the Tomahawk Altros product out there with a lower latency? And, know, how meaningful do you think scale up Ethernet opportunity could be over the next year as we think about your AI networking busines”

Verify independently

SEC filings for AVGO ↗ · Quote is verbatim from the 2025Q3 earnings call.