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Market investigation·stock · AVGO

As of October 2, Broadcom’s Fiscal Q4 2026 Revenue Was Not Yet Reported

Broadcom reported fiscal third-quarter 2026 adjusted earnings of $3.32 per share and revenue of $29.59 billion, exceeding the cited analyst estimates of $3.24 and $29.36 billion, respectively. CEO Hock Tan said the company was targeting approximately $115 billion of AI-semiconductor revenue in fiscal 2027 and more than $30 of earnings per share, while fiscal fourth-quarter revenue guidance of $34.8 billion was below the cited $35.03 billion consensus.

Published October 2, 2026 Evidence cutoff October 2, 2026

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Thesis / research

Conclusion

The question cannot yet be answered from the evidence available as of October 2, 2026 UTC. Broadcom’s fiscal Q4 2026 ends November 1, 2026, according to the company’s September 2 guidance materials, so the quarter was still in progress at the retrieval date. No reported fiscal Q4 revenue figure was located in the reviewed SEC filings, Broadcom investor-relations materials, or focused independent search results.

Evidence

The September 2, 2026 SEC Form 8-K confirms that Broadcom issued its fiscal Q3 results on that date and attached the earnings release as Exhibit 99.1. The issuer’s release, corroborated by the SEC filing and an independently hosted Nasdaq copy of the release, states that fiscal Q4 2026 revenue guidance was approximately $34.8 billion and that the quarter was expected to end November 1, 2026.

Broadcom’s subsequent September 10 Form 10-Q reports fiscal Q3 revenue of $29.591 billion for the quarter ended August 2, 2026. That filing is useful for confirming the latest completed quarter, but it does not report fiscal Q4 revenue. The SEC filing also identifies fiscal Q4 as a future period relative to the Q3 report.

The available AVGO daily price history shows a September 2 close of $357.16 and an October 2 close of $354.955. Those observations do not answer the revenue question and do not establish that the earnings release caused any market move. They are included only as context; the requested test concerns reported revenue, not stock performance.

What would change this

A Broadcom fiscal Q4 2026 earnings release, SEC Form 8-K, or Form 10-K reporting the quarter ended November 1, 2026 would resolve the question. Revenue of at least $34.8 billion would support the proposition; revenue below $34.8 billion would contradict it. Because the guidance is described as approximately $34.8 billion, any material rounding convention should be taken from the issuer’s eventual release.

Next step

Wait for Broadcom’s official fiscal Q4 2026 results. Until that filing or release is available, the correct status is unresolved rather than met, missed, or disproved.

Supports

Broadcom issued approximately $34.8 billion of fiscal Q4 2026 revenue guidance on September 2, 2026.

The issuer search result quotes the Q4 consolidated revenue forecast as approximately $34.8 billion and identifies the expected fiscal-quarter end as November 1, 2026. The SEC 8-K confirms the September 2 earnings announcement and incorporates its press release as Exhibit 99.1.

Broadcom Investor Relations

The guidance event occurred and was filed with the SEC.

Broadcom’s Form 8-K states that on September 2, 2026 the company issued a press release announcing unaudited fiscal Q3 results; Exhibit 99.1 is the dated press release.

U.S. Securities and Exchange Commission

The latest completed quarter available in the reviewed primary financial record was fiscal Q3, with revenue of $29.591 billion.

Broadcom’s Form 10-Q reports total net revenue of $29,591 million for the fiscal quarter ended August 2, 2026. This confirms Q3 actual revenue but is not a Q4 result.

U.S. Securities and Exchange Commission

Contradicts

No evidence retrieved by October 2, 2026 shows that fiscal Q4 revenue had already met or exceeded $34.8 billion.

The reviewed SEC filing set includes the September 2 8-K and September 10 Q3 10-Q, while focused searches returned the September guidance release rather than a fiscal Q4 results release. This is an evidence gap, not proof that no later release exists outside the retrieved coverage.

U.S. Securities and Exchange Commission

The quarter was not complete at the retrieval date.

The issuer’s guidance identified November 1, 2026 as the expected fiscal Q4 period end, later than the October 2, 2026 UTC retrieval date.

Broadcom Investor Relations

Gaps

Reported fiscal Q4 2026 revenue is missing.

The narrow question requires the actual revenue for the quarter ending November 1, 2026. The reviewed evidence predates that quarter’s stated end date and therefore cannot establish whether revenue was at least $34.8 billion.

A later Broadcom fiscal Q4 earnings release or SEC filing may not yet be available in the retrieved coverage.

Search results and the SEC filing list reviewed on October 2, 2026 did not provide a fiscal Q4 actual. Search coverage is bounded, so absence from these results is not proof that no filing exists elsewhere.

Market causation is unresolved and is not necessary to answer the revenue test.

The retrieved daily bars show AVGO at $357.16 on September 2 and $354.955 on October 2, but no event-study or cross-market analysis can attribute that change to the earnings release.

Assessment
Event
partially verified
Materiality
material
Causation
not applicable
Direction
unclear
Confidence
high

Question tested: Did AVGO’s reported fiscal Q4 2026 revenue equal or exceed the company’s $34.8 billion guidance issued on September 2, 2026?

The September 2 guidance event is verified, and the $34.8 billion target is corroborated by issuer and SEC-linked records. The actual fiscal Q4 2026 revenue was not available in the reviewed evidence as of October 2, 2026 UTC; because the stated quarter end is November 1, 2026, the target cannot yet be classified as met or missed. A subsequent Broadcom results release or SEC filing reporting fiscal Q4 revenue would change the conclusion.

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Inspectable sources

Stories reflect the evidence available at their stated cutoff, not a live market view. Prices, facts and conclusions may change. Check the dates, underlying sources and full assessment before relying on a summary.