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Broadcom achieved record third quarter revenue on continued strength in custom ai accelerators, networking and vmware The company expects revenue from ai semiconductors to reach $6.2 billion in the fourth quarter, and tan will stay as broadcom ceo until 2030 “at least”. Broadcom has been one of the biggest winners in the artificial intelligence boom and investor expectations are growing.

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Q4 guidance calls for $17.4b revenue (+24% yoy), with ai revenue expected to grow 66% yoy to $6.2b Broadcom stock rose on the news. Broadcom delivered q3 fy25 revenue of $16b, up 22% yoy, with adjusted ebitda rising 30% to $10.7b.

Discover key takeaways from broadcom's q3 2025 earnings call—record ai semiconductor growth, strong vmware momentum, and a bullish 2026 outlook.

Broadcom beat analyst estimates for its fiscal q3 and guided above views for sales in the current period