TSMC Outsourced wafer fabrication
TSMC supply, pricing and capacity allocation affect Broadcom's delivery capacity and gross margin. Reserved capacity is not the same as completed purchases. [1]
DisclosedAVGO·NASDAQ·USD
Semiconductors and infrastructure software: orders are not cashBusiness mechanism
Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.
Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.
The history starts with the provider’s first actual observation; this starting point is not a verified initial listing date.
The earliest available price is not proof of the listing date. Coverage since listing remains unverified.
Trading dates checked for 2009-08-06 — 2026-10-23: all 4,331 expected dates are present. Complete dates do not establish independent verification of every price.
Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.
first-provider-observation-listing-date-not-verified
History update reason: source-rate-limited-until 2026-10-28T04:39:08.620Z
Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.
2018-02-04 — 2026-08-02 · Valid observations: 442. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.
Time rangeAVGO Share price
Each panel has its own value axis; dates and the cursor are synchronized. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
| Reporting period end | Gross margin% · Calculated from disclosures | Operating margin% · Calculated from disclosures | Net margin% · Calculated from disclosures | (CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures |
|---|---|---|---|---|
| 2026-08-022026-08-02 | 69.13%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 53.92%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 44.23%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 46.18%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 5 items
|
| 2026-05-032026-05-03 | 69.48%Basis · Calculated from disclosuresSource version date: 2026-06-09 View calculation inputs · 4 items
| 48.62%Basis · Calculated from disclosuresSource version date: 2026-06-09 View calculation inputs · 4 items
| 41.96%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 46.25%Basis · Calculated from disclosuresSource version date: 2026-06-09 View calculation inputs · 5 items
|
| 2026-02-012026-02-01 | 68.13%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 4 items
| 44.34%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 4 items
| 38.06%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 41.48%Basis · Calculated from disclosuresSource version date: 2026-03-11 View calculation inputs · 5 items
|
| 2025-11-022025-11-02 | 67.99%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 41.68%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 47.28%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 4 items
| 41.44%Basis · Calculated from disclosuresSource version date: 2026-09-10 View calculation inputs · 5 items
|
Gross profit / revenue × 100
Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Operating income / revenue × 100
Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Selected net-income concept / revenue × 100
May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
(Operating cash flow − cash purchases of PP&E) / revenue × 100
A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Where revenue comes from and which operating changes still require verification.
Broadcom's semiconductor business covers custom accelerators, networking and other products, while infrastructure software is a separate segment. Research should distinguish the chip mix, software revenue and financing terms rather than use a single total revenue figure to represent AI demand. [1]
| Operating mechanism | How operating results are affected | Verifiable metrics |
|---|---|---|
| Chip / software mix → profit and cash | Review semiconductor and software revenue and operating income separately. Product mix and contractual recognition methods can change the company's overall margin. [1] | |
| RPO → delivery and recognition → cash collection | RPO includes certain semiconductor and software commitments and excludes contracts that can be terminated at will, among others. The balance and the share expected within the next 12 months do not constitute a complete forecast of future revenue. [1] | |
| Customer financing → delivery capacity → risk exposure | AI XPV and potential residual value guarantees mean order growth also involves capital exposure and contingent risk. Review these alongside receivables, guarantee terms and cash flow. [1] |
TSMC supply, pricing and capacity allocation affect Broadcom's delivery capacity and gross margin. Reserved capacity is not the same as completed purchases. [1]
Disclosed~3.5GW next-generation TPU compute via Broadcom from 2027 [2]
Signed or existingCustom TPU long-term supply + supply assurance agreement · through 2031 [3]
Signed or existing10GW custom accelerators and networking · OpenAI not mentioned in 10-Q [4]
Signed or existingMulti-generation MTIA custom accelerator co-development and supply · initial commitment >1GW (first phase of a sustained multi-gigawatt rollout) · scope covers chip design, advanced packaging and networking · 3 generations through end-2027 · line of sight to 3GW through 2028 [6]
Signed or existingNew multi-year long-term agreements to develop and supply a range of custom ASIC silicon · for multiple generations of Apple products · collaboration extended through 2031 · value undisclosed [7]
Signed or existingStructural merchant-silicon supply · Arista 10-K: primarily reliant upon Broadcom, its predominant merchant silicon vendor, for switching chips · no written supply guarantee, no exclusivity, no disclosed contract value [8]
Signed or existingCo-establishes the AI XPV Platform with Apollo and Blackstone Credit & Insurance · supplies custom XPUs and networking solutions into the platform · platform targets more than 20GW of compute capacity through 2028 (frontier labs incl. Anthropic, OpenAI) · first tranche executed: the 10-Q (2026-09-10) discloses a $35bn, >1GW initial tranche led by a financial partner in June 2026, with a Broadcom lease backstop of up to ~$29bn (separate capital edge) [9]
Framework or indication of intentBroadcom Tomahawk 6 switch silicon supplied into Celestica's DS6000/DS6001-series 1.6TbE switches (102.4 Tbps non-blocking, 64 ports of 1.6TbE OSFP224); systems available to order from 2026-04-29 [10]
Signed or existing≥10% customer · direct sales to one semiconductor solutions distributor were 50% of net revenue in Q3 FY2026 (quarter ended 2026-08-02) and 46% for the first three fiscal quarters, vs. 32% and 30% a year earlier · the 10-Q also states top five end customers through all channels were ~55% of quarterly and ~50% of year-to-date net revenue · distributor not named [13]
Signed or existingAcquired the VeloCloud SD-WAN business from Broadcom · $300.0M all-cash consideration · closed June 30, 2025 [5]
Signed or existingLease backstop guarantee · in the quarter ended 2026-08-02 Broadcom arranged for a financial partner to take on purchase agreements for AI racks based on Broadcom custom XPUs and the related lease agreements with a customer (per MD&A, the June 2026 initial $35bn, >1GW tranche of the AI XPV platform) · Broadcom backstops the customer's 5-year lease obligations to the financial partner · backstop grows as racks are deployed and declines as the customer pays rent · on default, liability equals the shortfall between 85% of outstanding lease amounts and rack disposal value · maximum potential liability upon full deployment ~$29bn undiscounted · fair value not material; nothing paid · financial partner and customer not named in the 10-Q · $29bn [11]
Signed or existingContingent convertible-note facility · in connection with the lease agreements that give the customer access to compute capacity, the customer may, under certain circumstances and if needed, issue Broadcom convertible promissory notes up to $42bn aggregate principal · subject to conditions; notes or proceeds usable solely for the customer's lease obligations · no notes issued as of 2026-08-02 · customer not named in the 10-Q (MD&A refers to leading frontier AI labs) · $42bn [12]
Signed or existingContinue checking facts that could change the conclusions; no hypothetical thresholds are assigned to observations without reliable inputs.
Compare semiconductors and software together. Do not attribute all chip growth to custom AI accelerators. [1]
Track RPO, the recognition schedule and changes in contract scope. A change in the balance alone does not prove order cancellations or delays. [1]
If commitments expand while customer financing, receivable collections or guarantee risk deteriorate, confidence in the conversion of orders should fall. RPO growth alone cannot explain share price appreciation. [1]
Candlesticks, volume and cross-company prices
Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-08-02
Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。
Select two specific periods to compare changes in scale, earnings and cash.
| Line item | Current period | Comparison period | Amount change | Growth |
|---|---|---|---|---|
| RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive | 29.59 B | 22.19 B | +7.40 B | +33.37% |
| Gross profitGross margin 69.13% · Change -0.35 percentage points | 20.46 B | 15.42 B | +5.04 B | +32.70% |
| Operating incomeOperating margin 53.92% · Change +5.30 percentage points | 15.96 B | 10.79 B | +5.17 B | +47.90% |
| Net incomeNet margin 44.23% · Change +2.27 percentage points | 13.09 B | 9.31 B | +3.78 B | +40.58% |
| Operating cash flowOperating cash flow / revenue 47.98% · Change +0.68 percentage points | 14.20 BDerived by subtractionRaw value 14,197,000,000.00 USD 2026-05-04 — 2026-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 10.49 BDerived by subtractionRaw value 10,493,000,000.00 USD 2026-02-02 — 2026-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| +3.70 B | +35.30% |
| Capital expenditureCapital expenditure / revenue 1.80% · Change +0.76 percentage points | 532.00 MDerived by subtractionRaw value 532,000,000.00 USD 2026-05-04 — 2026-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 231.00 MDerived by subtractionRaw value 231,000,000.00 USD 2026-02-02 — 2026-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| +301.00 M | +130.30% |
The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.
Time rangeRevenue
Series with the same unit and frequency share a value axis. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Scroll to see all periods; select a value to open its source →
| Reporting period end · USD | 2018-02-04 | 2018-05-06 | 2018-08-05 | 2018-11-04 | 2019-02-03 | 2019-05-05 | 2019-08-04 | 2019-11-03 | 2020-02-02 | 2020-05-03 | 2020-08-02 | 2020-11-01 | 2021-01-31 | 2021-05-02 | 2021-08-01 | 2021-10-31 | 2022-01-30 | 2022-05-01 | 2022-07-31 | 2022-10-30 | 2023-01-29 | 2023-04-30 | 2023-07-30 | 2023-10-29 | 2024-02-04 | 2024-05-05 | 2024-08-04 | 2024-11-03 | 2025-02-02 | 2025-05-04 | 2025-08-03 | 2025-11-02 | 2026-02-01 | 2026-05-03 | 2026-08-02 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 5.33 B | 5.01 B | 5.06 B | 5.44 B | 5.79 B | 5.52 B | 5.52 B | 5.78 B | 5.86 B | 5.74 B | 5.82 B | 6.47 B | 6.66 B | 6.61 B | 6.78 B | 7.41 BDerived by subtractionRaw value 7,407,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.71 B | 8.10 B | 8.46 B | 8.93 BDerived by subtractionRaw value 8,930,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 8.92 B | 8.73 B | 8.88 B | 9.30 BDerived by subtractionRaw value 9,295,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 11.96 B | 12.49 B | 13.07 B | 14.05 BDerived by subtractionRaw value 14,054,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 14.92 B | 15.00 B | 15.95 B | 18.02 BDerived by subtractionRaw value 18,015,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 19.31 B | 22.19 B | 29.59 B |
| Gross profit | 2.63 B | 2.55 B | 2.62 B | 2.94 B | 3.21 B | 3.09 B | 3.03 B | 3.15 B | 3.26 B | 3.19 B | 3.32 B | 3.75 B | 3.95 B | 4.06 B | 4.20 B | 4.64 BDerived by subtractionRaw value 4,638,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.05 B | 5.44 B | 5.68 B | 5.93 BDerived by subtractionRaw value 5,926,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.00 B | 6.12 B | 6.16 B | 6.41 BDerived by subtractionRaw value 6,407,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.38 B | 7.78 B | 8.36 B | 9.00 BDerived by subtractionRaw value 9,002,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 10.15 B | 10.20 B | 10.70 B | 12.25 BDerived by subtractionRaw value 12,249,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 13.16 B | 15.42 B | 20.46 B |
| Operating income | 943.00 M | 1.20 B | 1.34 B | 1.65 B | 555.00 M | 970.00 M | 865.00 M | 1.05 B | 714.00 M | 766.00 M | 1.01 B | 1.53 B | 1.84 B | 1.98 B | 2.13 B | 2.58 BDerived by subtractionRaw value 2,581,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.11 B | 3.39 B | 3.74 B | 3.99 BDerived by subtractionRaw value 3,986,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.10 B | 4.01 B | 3.86 B | 4.24 BDerived by subtractionRaw value 4,240,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.08 B | 2.97 B | 3.79 B | 4.63 BDerived by subtractionRaw value 4,627,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.26 B | 5.83 B | 5.89 B | 7.51 BDerived by subtractionRaw value 7,508,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 8.56 B | 10.79 B | 15.96 B |
| Net income | 6.57 B | 3.73 B | 1.20 B | 1.12 B | 471.00 M | 691.00 M | 715.00 M | 847.00 M | 385.00 M | 563.00 M | 688.00 M | 1.32 B | 1.38 B | 1.49 B | 1.88 B | 1.99 BDerived by subtractionRaw value 1,989,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.47 B | 2.59 B | 3.07 B | 3.36 BDerived by subtractionRaw value 3,359,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.77 B | 3.48 B | 3.30 B | 3.52 BDerived by subtractionRaw value 3,524,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 1.33 B | 2.12 B | -1.88 B | 4.32 BDerived by subtractionRaw value 4,324,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.50 B | 4.97 B | 4.14 B | 8.52 BDerived by subtractionRaw value 8,518,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.35 B | 9.31 B | 13.09 B |
| Operating cash flow | 1.69 B | 2.31 BDerived by subtractionRaw value 2,313,000,000.00 USD 2018-02-05 — 2018-05-06 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.25 BDerived by subtractionRaw value 2,247,000,000.00 USD 2018-05-07 — 2018-08-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.64 BDerived by subtractionRaw value 2,635,000,000.00 USD 2018-08-06 — 2018-11-04 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.13 B | 2.67 BDerived by subtractionRaw value 2,667,000,000.00 USD 2019-02-04 — 2019-05-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.42 BDerived by subtractionRaw value 2,419,000,000.00 USD 2019-05-06 — 2019-08-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 2.48 BDerived by subtractionRaw value 2,479,000,000.00 USD 2019-08-05 — 2019-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.32 B | 3.21 BDerived by subtractionRaw value 3,213,000,000.00 USD 2020-02-03 — 2020-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.18 BDerived by subtractionRaw value 3,178,000,000.00 USD 2020-05-04 — 2020-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.35 BDerived by subtractionRaw value 3,348,000,000.00 USD 2020-08-03 — 2020-11-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.11 B | 3.57 BDerived by subtractionRaw value 3,569,000,000.00 USD 2021-02-01 — 2021-05-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.54 BDerived by subtractionRaw value 3,541,000,000.00 USD 2021-05-03 — 2021-08-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 3.54 BDerived by subtractionRaw value 3,541,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.49 B | 4.24 BDerived by subtractionRaw value 4,243,000,000.00 USD 2022-01-31 — 2022-05-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.42 BDerived by subtractionRaw value 4,424,000,000.00 USD 2022-05-02 — 2022-07-31 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.58 BDerived by subtractionRaw value 4,583,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.04 B | 4.50 BDerived by subtractionRaw value 4,502,000,000.00 USD 2023-01-30 — 2023-04-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.72 BDerived by subtractionRaw value 4,719,000,000.00 USD 2023-05-01 — 2023-07-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.83 BDerived by subtractionRaw value 4,828,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.82 B | 4.58 BDerived by subtractionRaw value 4,580,000,000.00 USD 2024-02-05 — 2024-05-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 4.96 BDerived by subtractionRaw value 4,963,000,000.00 USD 2024-05-06 — 2024-08-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 5.60 BDerived by subtractionRaw value 5,604,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.11 B | 6.56 BDerived by subtractionRaw value 6,555,000,000.00 USD 2025-02-03 — 2025-05-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 7.17 BDerived by subtractionRaw value 7,166,000,000.00 USD 2025-05-05 — 2025-08-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 7.70 BDerived by subtractionRaw value 7,703,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 8.26 B | 10.49 BDerived by subtractionRaw value 10,493,000,000.00 USD 2026-02-02 — 2026-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 14.20 BDerived by subtractionRaw value 14,197,000,000.00 USD 2026-05-04 — 2026-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
| Capital expenditure | 220.00 M | 189.00 MDerived by subtractionRaw value 189,000,000.00 USD 2018-02-05 — 2018-05-06 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 120.00 MDerived by subtractionRaw value 120,000,000.00 USD 2018-05-07 — 2018-08-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 106.00 MDerived by subtractionRaw value 106,000,000.00 USD 2018-08-06 — 2018-11-04 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 99.00 M | 125.00 MDerived by subtractionRaw value 125,000,000.00 USD 2019-02-04 — 2019-05-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 112.00 MDerived by subtractionRaw value 112,000,000.00 USD 2019-05-06 — 2019-08-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 96.00 MDerived by subtractionRaw value 96,000,000.00 USD 2019-08-05 — 2019-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 108.00 M | 148.00 MDerived by subtractionRaw value 148,000,000.00 USD 2020-02-03 — 2020-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 105.00 MDerived by subtractionRaw value 105,000,000.00 USD 2020-05-04 — 2020-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 102.00 MDerived by subtractionRaw value 102,000,000.00 USD 2020-08-03 — 2020-11-01 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 114.00 M | 126.00 MDerived by subtractionRaw value 126,000,000.00 USD 2021-02-01 — 2021-05-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 115.00 MDerived by subtractionRaw value 115,000,000.00 USD 2021-05-03 — 2021-08-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 88.00 MDerived by subtractionRaw value 88,000,000.00 USD 2021-08-02 — 2021-10-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 101.00 M | 85.00 MDerived by subtractionRaw value 85,000,000.00 USD 2022-01-31 — 2022-05-01 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 116.00 MDerived by subtractionRaw value 116,000,000.00 USD 2022-05-02 — 2022-07-31 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 122.00 MDerived by subtractionRaw value 122,000,000.00 USD 2022-08-01 — 2022-10-30 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 103.00 M | 122.00 MDerived by subtractionRaw value 122,000,000.00 USD 2023-01-30 — 2023-04-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 122.00 MDerived by subtractionRaw value 122,000,000.00 USD 2023-05-01 — 2023-07-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 105.00 MDerived by subtractionRaw value 105,000,000.00 USD 2023-07-31 — 2023-10-29 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 122.00 M | 132.00 MDerived by subtractionRaw value 132,000,000.00 USD 2024-02-05 — 2024-05-05 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 172.00 MDerived by subtractionRaw value 172,000,000.00 USD 2024-05-06 — 2024-08-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 122.00 MDerived by subtractionRaw value 122,000,000.00 USD 2024-08-05 — 2024-11-03 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 100.00 M | 144.00 MDerived by subtractionRaw value 144,000,000.00 USD 2025-02-03 — 2025-05-04 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 142.00 MDerived by subtractionRaw value 142,000,000.00 USD 2025-05-05 — 2025-08-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 237.00 MDerived by subtractionRaw value 237,000,000.00 USD 2025-08-04 — 2025-11-02 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 250.00 M | 231.00 MDerived by subtractionRaw value 231,000,000.00 USD 2026-02-02 — 2026-05-03 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 532.00 MDerived by subtractionRaw value 532,000,000.00 USD 2026-05-04 — 2026-08-02 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.
View filing sourceCompleted events, conditional arrangements and the document versions used are listed separately.
Lease backstop guarantee · in the quarter ended 2026-08-02 Broadcom arranged for a financial partner to take on purchase agreements for AI racks based on Broadcom custom XPUs and the related lease agreements with a customer (per MD&A, the June 2026 initial $35bn, >1GW tranche of the AI XPV platform) · Broadcom backstops the customer's 5-year lease obligations to the financial partner · backstop grows as racks are deployed and declines as the customer pays rent · on default, liability equals the shortfall between 85% of outstanding lease amounts and rack disposal value · maximum potential liability upon full deployment ~$29bn undiscounted · fair value not material; nothing paid · financial partner and customer not named in the 10-Q · $29bn [11]
Contingent convertible-note facility · in connection with the lease agreements that give the customer access to compute capacity, the customer may, under certain circumstances and if needed, issue Broadcom convertible promissory notes up to $42bn aggregate principal · subject to conditions; notes or proceeds usable solely for the customer's lease obligations · no notes issued as of 2026-08-02 · customer not named in the 10-Q (MD&A refers to leading frontier AI labs) · $42bn [12]
≥10% customer · direct sales to one semiconductor solutions distributor were 50% of net revenue in Q3 FY2026 (quarter ended 2026-08-02) and 46% for the first three fiscal quarters, vs. 32% and 30% a year earlier · the 10-Q also states top five end customers through all channels were ~55% of quarterly and ~50% of year-to-date net revenue · distributor not named [13]
New multi-year long-term agreements to develop and supply a range of custom ASIC silicon · for multiple generations of Apple products · collaboration extended through 2031 · value undisclosed [7]
Co-establishes the AI XPV Platform with Apollo and Blackstone Credit & Insurance · supplies custom XPUs and networking solutions into the platform · platform targets more than 20GW of compute capacity through 2028 (frontier labs incl. Anthropic, OpenAI) · first tranche executed: the 10-Q (2026-09-10) discloses a $35bn, >1GW initial tranche led by a financial partner in June 2026, with a Broadcom lease backstop of up to ~$29bn (separate capital edge) [9]
Broadcom Tomahawk 6 switch silicon supplied into Celestica's DS6000/DS6001-series 1.6TbE switches (102.4 Tbps non-blocking, 64 ports of 1.6TbE OSFP224); systems available to order from 2026-04-29 [10]
Multi-generation MTIA custom accelerator co-development and supply · initial commitment >1GW (first phase of a sustained multi-gigawatt rollout) · scope covers chip design, advanced packaging and networking · 3 generations through end-2027 · line of sight to 3GW through 2028 [6]
Structural merchant-silicon supply · Arista 10-K: primarily reliant upon Broadcom, its predominant merchant silicon vendor, for switching chips · no written supply guarantee, no exclusivity, no disclosed contract value [8]
Acquired the VeloCloud SD-WAN business from Broadcom · $300.0M all-cash consideration · closed June 30, 2025 [5]
This page cites periods ending through 2026-08-02. The same document includes multiple comparison periods.
This page cites periods ending through 2026-05-03. The same document includes multiple comparison periods.
This page cites periods ending through 2026-02-01. The same document includes multiple comparison periods.
This page cites periods ending through 2025-11-02. The same document includes multiple comparison periods.
This page cites periods ending through 2024-08-04. The same document includes multiple comparison periods.
This page cites periods ending through 2024-05-05.
Showing the latest 6 recorded source versions. Find the remaining 28 in Source values in the full financial table.
Trace supply and demand through contract performance, operating metrics and cash attribution.
Upstream supply: no records under the current criteria; this does not establish that a business relationship is absent.
Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.
| Economic direction / relationship type | Status / record date | Recorded amount | Capacity basis | Evidence source |
|---|---|---|---|---|
| Signed / existing2026-09-10 | USD 29 billionContingent guarantee cap | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-09-10 | USD 42 billionNominal debt / financing amount | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-09-10 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-07-06 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Framework / intent2026-06-09 | The first tranche has been executed: the 10-Q dated 2026-09-10 discloses an initial $35 billion tranche of more than 1 GW arranged by a financial partner in June 2026, with Broadcom providing a lease backstop of up to approximately $29 billion; the financing support is listed separatelyAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-04-29 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-04-14 | No attributable amount providedAmount classification not yet structured | 1 GWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-02-17 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2025-06-30 | USD 0.3 billionAcquisition consideration | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existingDate not specified | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existingDate not specified | No attributable amount providedAmount classification not yet structured | 10 GWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existingDate not specified | No attributable amount providedAmount associated with the contract relationship | 3.5 GWSee the record for capacity definitions and conditions | A · Original filingCheck public source ↗ |
Downstream demand · Customer-mix disclosure
≥10% customer
Disclosed customer relationship; the customer list and historical revenue do not establish future minimum purchases
No attributable amount is available for this record. This does not mean the amount is zero.
A period-by-period schedule of payments and revenue recognition has not been established. The recorded amount is not converted into current-period revenue, cash paid or stock-price impact.
The counterparty is unnamed; no specific company is inferred.
Direct sales to one semiconductor solutions distributor represented 50% of net revenue in Q3 FY2026 (ended 2026-08-02) and 46% in the first three fiscal quarters
Use the original disclosure period. Do not multiply this ratio by the latest quarterly revenue or assume it is the current revenue share.
≥10% customer · direct sales to one semiconductor solutions distributor were 50% of net revenue in Q3 FY2026 (quarter ended 2026-08-02) and 46% for the first three fiscal quarters, vs. 32% and 30% a year earlier · the 10-Q also states top five end customers through all channels were ~55% of quarterly and ~50% of year-to-date net revenue · distributor not named
Broadcom Form 10-Q (Q3 FY2026, filed 2026-09-10), MD&A customer concentration paragraph [A]
The excerpts below come from this record. Verify signed status separately from actual completion.
The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.
Analytical framework, not a realized impact
AVGO supplies products or services to Anonymous customer · AVGO (semiconductor solutions distributor, 50% of Q3 FY2026 net revenue); a customer list is not an irrevocable order.
Verify orders, performance, invoicing and collections; monitor changes in customer demand, product mix and selling prices.
Assess whether incremental revenue, costs and gross profit, accounts receivable and operating cash flows are consistent.
First verify the sustainability of earnings and cash flows, then compare valuations; do not infer share-price upside directly from a partnership announcement.
Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.
Metrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.
Can revenue growth translate into earnings attributable to shareholders?
Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Gross margin ↗2026-08-02 · Research calculation | 69.13% | Definition and boundariesGross profit / revenue × 100 Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating margin ↗2026-08-02 · Research calculation | 53.92% | Definition and boundariesOperating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Net margin ↗2026-08-02 · Research calculation | 44.23% | Definition and boundariesSelected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / revenue ↗2026-08-02 · Research calculation | 47.98% | Definition and boundariesOperating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (CFO − cash purchases of PP&E) / revenue ↗2026-08-02 · Research calculation | 46.18% | Definition and boundaries(Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Semiconductor segment operating margin ↗2026-08-02 · Research calculation | 61.28% | Definition and boundaries(Semiconductor segment operating income) / Semiconductor solutions revenue × 100 Division is limited to quarters with matching start/end dates and the same segment scope. Calculated from the amounts shown in the source document; results may differ slightly from ratios rounded separately in that document. |
| Software segment operating margin ↗2026-08-02 · Research calculation | 83.7% | Definition and boundaries(Software segment operating income) / Infrastructure software revenue × 100 Division is limited to quarters with matching start/end dates and the same segment scope. Calculated from the amounts shown in the source document; results may differ slightly from ratios rounded separately in that document. |
Has relationship expansion converted into recognizable business revenue?
Reconcile by business and financial period. Total company revenue does not establish the selected customer's individual contribution.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Semiconductor solutions revenue ↗2026-08-02 · Reported data | 20,839 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
| Infrastructure software revenue ↗2026-08-02 · Reported data | 8,752 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
Can disclosed performance obligations convert into revenue over successive periods?
First verify cancellation provisions, remaining terms and disclosure exemptions. A coverage multiple cannot be treated directly as next year's revenue.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Remaining performance obligations balance ↗2026-08-02 · Reported data | 179,200 USD million | Definition and boundariesDirectly reported in the source document Includes chip and software contractual obligations as defined in the source document, without equating them to standalone AI orders. Expected recognition of approximately 25% over the next 12 months is the company's expectation and is kept separate from actual balances. |
What verifiable information does this metric provide about this relationship?
Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Revenue growth YoY ↗2026-08-02 · Research calculation | 85.5% | Definition and boundaries(Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / net income ↗2026-08-02 · Research calculation | 1.08 x | Definition and boundariesOperating cash flow / net income(Net income > 0) Examines cash conversion when earnings are positive. No multiple is calculated when net income is non-positive; taxes, non-cash charges and working capital can all cause divergence. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (Net income − operating cash flow) / revenue ↗2026-08-02 · Research calculation | -3.75% | Definition and boundaries(Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days sales outstanding (average balance) ↗2026-08-02 · Research calculation | 37.73 days | Definition and boundaries(Opening net receivables + closing net receivables) / 2 / revenue × actual days in the period A company-wide proxy for manufacturing and hardware businesses using average opening and closing balances. It is not the payment term in customer contracts. Comparison is with the corresponding prior-year period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days inventory outstanding (average balance) ↗2026-08-02 · Research calculation | 44.09 days | Definition and boundaries(Opening inventory + closing inventory) / 2 / (revenue − gross profit) × actual days in the period Costs are reconstructed as revenue less reported gross profit for the same period and currency. Inventory mix and impairments can affect the result; it does not establish demand on its own. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days payable outstanding (average balance) ↗2026-08-02 · Research calculation | 31.56 days | Definition and boundaries(Opening accounts payable + closing accounts payable) / 2 / (revenue − gross profit) × actual days in the period Cost of revenue is used as a proxy for purchases and may include non-purchasing costs. This is not a supplier payment term and does not separate supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Cash conversion cycle (average balances) ↗2026-08-02 · Research calculation | 50.25 days | Definition and boundariesAverage-balance DSO + DIO − DPO Calculated only when all three balances, revenue and costs are available. This company-wide turnover proxy does not replace analysis of contract assets, customer prepayments or supplier financing. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Semiconductor segment operating income ↗2026-08-02 · Reported data | 12,770 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
| Software segment operating income ↗2026-08-02 · Reported data | 7,325 USD million | Definition and boundariesDirectly reported in the source document Includes only the actual observations for the current quarter and the same quarter of the prior year in the source document; intervening quarters are not filled in. Segment profit does not replace consolidated GAAP profit, and segment revenue is not separately reported AI revenue. |
How much cash is required for construction and procurement before delivery?
Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cash purchases of PP&E / revenue ↗2026-08-02 · Research calculation | 1.8% | Definition and boundariesCash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.
A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source
Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.
Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.
Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.
2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.
The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.
first-provider-observation-listing-date-not-verified
Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Reporting period 2026-08-02; filed 2026-09-10. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.
Primary company business sources · Through 2026-09-10
Citations: 13 · Documents: 12 · Duplicate documents are grouped; individual source locations are retained
Note 1 business; Note 2 RPO; Note 9 segments; MD&A AI XPV; Risk Factors customer / foundry dependence · document date 2026-09-10
AVGO 8-K 0001193125-26-144028 (Item 8.01, 2026-04-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
AVGO 8-K 0001193125-26-144028 (Item 8.01, 2026-04-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
company announcement [B]; not mentioned in AVGO 10-Q 0001730168-26-000054 · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
ANET 10-Q (2026-08-05), Note 4 Acquisition · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Meta newsroom press release 2026-04-14 [B] (Broadcom IR mirror repeatedly timed out; Meta's same-day official release used instead) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
AVGO 8-K 0001193125-26-295589 (Item 8.01, 2026-07-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
ANET 10-K 0001596532-26-000013 (FY2025, filed 2026-02-17), Risk Factors · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Broadcom press release 2026-06-09 [B]; AVGO Form 10-Q Q3 FY2026 (2026-09-10) [A] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Celestica press release 2026-04-29 [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Broadcom Form 10-Q (Q3 FY2026, quarter ended 2026-08-02, filed 2026-09-10), Note 10 Commitments and Contingencies — Financial Guarantee, and MD&A Recent Developments [A] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Broadcom Form 10-Q (Q3 FY2026, filed 2026-09-10), Note 10 — Convertible Notes [A] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Broadcom Form 10-Q (Q3 FY2026, filed 2026-09-10), MD&A customer concentration paragraph [A] · Document date unverified
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The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureUses comparative periods as presented or restated in this source document. The disclosure-version date is not a verified first-publication date.
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