CLAIM #7963 · Broadcom Inc (AVGO) · 2025Q3 earnings call · Sep 4, 2025 · due Oct 31, 2026
“We now expect the outlook for fiscal 2026 AI revenue to improve significantly from what we had indicated last quarter.”
Hock Tan · CEO
CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
We now expect the outlook for fiscal 2026 AI revenue to improve significantly from what we had indicated last quarter.
Reported
Now we expect this momentum to accelerate as our custom AI XPUs hit their next phase of deployment among our 5 customers.
How to check this claim
Look at: Fiscal 2026 AI semiconductor revenue (as reported/guided by Broadcom)
It came true if: Fiscal 2026 AI revenue guidance or actual results exceed the figure indicated in the prior quarter's (Q3 FY2025) outlook
Where: Company earnings release and management commentary on quarterly earnings calls (Q4 FY2025 through Q4 FY2026)
Verify independently
SEC filings for AVGO ↗ · Claim quote is verbatim from the 2025Q3 earnings call.