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Broadcom Inc. (AVGO) Q3 2026 Earnings Call Transcript

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Broadcom Inc. (AVGO) Q3 2026 Earnings Call September 2, 2026 5:00 PM EDT

Company Participants

Ji Yoo – Director of Investor Relations
Hock Tan – President, CEO & Executive Director
Amie O’Toole – Chief Financial Officer
Charlie Kawwas – President of Semiconductor Solutions

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Conference Call Participants

Joseph Moore – Morgan Stanley, Research Division
Blayne Curtis – Jefferies LLC, Research Division
Harlan Sur – JPMorgan Chase & Co, Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Jack Adair – Melius Research LLC
Vivek Arya – BofA Securities, Research Division
Thomas O’Malley – Barclays Bank PLC, Research Division
William Stein – Truist Securities, Inc., Research Division
Joshua Buchalter – TD Cowen, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Vijay Rakesh – Mizuho Securities USA LLC, Research Division

Presentation

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Operator

Welcome to Broadcom Inc.’s Third Quarter Fiscal Year 2026 Financial Results Conference Call. At this time, for opening remarks and introductions, I would like to turn the call over to Ji Yoo, Head of Investor Relations of Broadcom Inc. Please go ahead.

Ji Yoo
Director of Investor Relations

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Thank you, Cheri, and good afternoon, everyone. Joining me on today’s call are Hock Tan, President and CEO; Amie Thuener, Chief Financial Officer; and Charlie Kawwas, President, Semiconductor Solutions Group. Broadcom distributed a press release and financial tables after the market closed, describing our financial performance for the third quarter fiscal year 2026. If you did not receive a copy, you may obtain the information from the Investors section of Broadcom’s website at broadcom.com. This conference call is being webcast live, and an audio replay of the call can be accessed for 1 year through the Investors section of Broadcom’s website.

During the prepared comments, Hock and Amie will be providing details of our third quarter fiscal year 2026 results, guidance for our fourth quarter of fiscal year 2026 as well

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