AVGO

aiSwingX™ analyzes US filings and reports them as news investors can read.
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Numbers to watch every quarter

MetricFY25Q3FY25Q4FY26Q3
Accounts receivable
10-Q FY26Q3 balance sheet (2025-11-02)
7,145$M13,707$M
Backstop maximum potential liability
10-Q FY26Q3 commitments note
29,000$M
Firm RPO
10-Q FY26Q3 revenue note
179,200$M
Gross margin
10-Q FY26Q3 MD&A
69%
Largest distributor share of revenue
10-Q FY26Q3 risk factors
32%50%
Purchase commitments, total
10-Q FY26Q3 commitments note
126,821$M
Quarterly net income
10-Q FY26Q3 statement of operations (comparative)
4,140$M13,088$M
Quarterly revenue
10-Q FY26Q3 statement of operations (comparative)
15,952$M29,591$M
Quarterly stock-based compensation
XBRL ShareBasedCompensation
2,180$M
Semiconductor solutions revenue
10-Q FY26Q3 MD&A (comparative)
9,166$M20,839$M
FY26Q3 · 10-Q ·

Broadcom has guaranteed up to $29bn of a customer's AI-rack lease payments — and one distributor is 50% of quarterly revenue

Backstop maximum potential liability about $29bn (undiscounted, on full deployment). AI XPV platform initial tranche $35bn (June). One distributor = 50% of quarterly revenue (32% a year earlier); top five end customers = 55% (40%). Firm RPO $179.2bn (about 25% within 12 months). Purchase commitments $126.8bn (FY2027 $52.7bn, FY2028 $73.0bn).
aiSwingX™ analyzes US filings and reports them as news investors can read.
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