Broadcom Inc., a major chip manufacturer in the U.S. on Thursday (September 4) announced its 3rd quarter of the 2025 conference year (ends August 3, 2025) financial report: The annual revenue increased by 22% to $15.952 billion, and the dilute earnings per share increased by 36.3% to $1.69 not in accordance with the US General Affiliated Account Principles (non-GAAP).
MarketWatch reported on Thursday, and FactSet's market consensus value was shown. Analysts expect Broadcom's third-quarter earnings, non-GAAP per share to be $15.83 billion and $1.66 each.
(Source: Broadcom)
Broadcom estimates that the 2025 accounting year's fourth quarter (ends November 2, 2025) will be approximately US$17.4 billion, and the adjusted EBITDA (pre-tax, pre-interest, discounted advance profit margin) is 67%.
Analysts expect Broadcom to earn $17 billion in the fourth quarter. Broadcom's adjusted EBITDA profit rate in quarter 3 was reported at 67%.
Broadcom President and Executive Chairman Hock Tan said in a financial news release Thursday that Broadcom's third quarter closed a record high due to the continued strength of customized AI accelerators, Internet and VMware businesses.
Chen Fuyang pointed out that the annual growth rate of artificial intelligence (AI)-related investment rose to 63%, and the amount reached 5.2 billion US dollars. In the fourth quarter, AI semiconductor investment was expected to further rise to 6.2 billion US dollars under the promotion of customers' continued strong investment, and wrote a continuous growth record for the 11th quarter.
Bloomberg reported on Thursday, and the market's total market value showed that analysts expected Broadcom's AI semiconductor revenue to reach US$5.11 billion and US$5.82 billion respectively in the third and fourth quarters of Broadcom. Chen Fuyang said at a financial phone meeting Thursday that he had reached an agreement with the board of directors and remained until at least 2030.
Chen Fuyang pointed out that the AI accelerator market is currently led by NVIDIA (Nvidia Corp.), and Broadcom is cooperating with potential customers to develop related products. He said that a potential customer placed a volume order for Broadcom in the last quarter. Broadcom currently expects that the annual AI investment in 2026 will be significantly improved compared with the previous quarter's estimates.
Financial News showed that the Broadcom's Semiconductor Solutions Department's annual revenue increased by 26% to US$9.166 billion in the third quarter, and the Basic Facilities Software Department's annual revenue increased by 17% to US$6.786 billion.
According to CNBC, Chen Fuyang revealed at the financial report conference Thursday that Broadcom has obtained a custom-made AI chip (XPU) order worth up to US$10 billion from its fourth major customer.Broadcom rose 1.23% on Thursday and closed at $306.10, and its growth rate has increased to 32.03% since the beginning of the year. Broadcom rose 4.60% to $320.19 after Thursday. If you take this to settle on Friday, it will surpass the $312.83 on August 12, 2025 to change its record high.