Silicon Valley, September 4, 2025 — Broadcom Inc. unveiled bullish expectations for its fourth-quarter performance, forecasting revenue of approximately US$17.4 billion, significantly beating Wall Street’s average estimate of US$17.01 billion. The announcement comes as enterprise demand for custom AI chips continues to surge.
CEO Hock Tan shared that Broadcom’s AI semiconductor revenue—already a standout at US$5.2 billion in Q3, up 63% year-on-year—is expected to climb further to US$6.2 billion in Q4.
The company’s Q3 results, released alongside the forecast, outperformed projections with US$15.95 billion in revenue and earnings per share of US$1.69—both marginally surpassing analyst expectations.
Broadcom has strengthened its footing in the AI chip market by delivering high-performance, cost-effective accelerators tailored for hyperscale clients like Google, positioning itself as a formidable alternative to Nvidia. The company is also rolling out next-generation hardware, such as the Tomahawk Ultra and Jericho networking chips, designed to enhance AI computation capabilities.
In after-hours trading, Broadcom’s stock rose between 1% and 1.6%, building on a year-to-date gain of over 30%, as investors welcomed the company’s strong financial outlook.
