Broadcom Inc. (AVGO) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

The following 8-K exhibits carry full condensed consolidated financial statements (statements of operations, balance sheets, and cash flows) and are useful for tracing quarterly figures independent of the 10-Q/10-K cycle:

The most recent 10-Q on file covers the quarter ended May 3, 2026. The June 3, 2026 earnings release (accession 0001730168-26-000051) is therefore the primary source for any Q2 FY2026 figures, and there is no more-recent SEC filing carrying Q3 FY2026 financial statements as of this brief.

Earnings and guidance

Q3 FY2025 (August 3, 2025), reported September 4, 2025, accession 0001730168-25-000094. Revenue of $15,952 million, up 22% year-over-year. GAAP net income of $4,140 million; non-GAAP net income of $8,404 million. GAAP diluted EPS of $0.85; non-GAAP diluted EPS of $1.69. Adjusted EBITDA of $10,702 million (67% of revenue). Free cash flow of $7,024 million (44% of revenue). AI revenue grew 63% year-over-year to $5.2 billion. Guidance for Q4 FY2025: revenue of approximately $17.4 billion (+24% year-over-year) and Adjusted EBITDA of approximately 67% of revenue.

Q4 and full fiscal year 2025 (ended November 2, 2025), reported December 11, 2025, accession 0001730168-25-000116. Q4 revenue of $18,015 million, up 28% year-over-year, driven by AI semiconductor revenue up 74% year-over-year. GAAP net income of $8,518 million; non-GAAP net income of $9,714 million. GAAP diluted EPS of $1.74; non-GAAP diluted EPS of $1.95. Adjusted EBITDA of $12,218 million (68% of revenue). Free cash flow of $7,466 million. Full fiscal year 2025 Adjusted EBITDA rose 35% year-over-year to $43.0 billion and free cash flow was $26.9 billion. Guidance for Q1 FY2026: revenue of approximately $19.1 billion (+28% year-over-year) and AI semiconductor revenue expected to double year-over-year to $8.2 billion.

Q1 FY2026 (ended February 1, 2026), reported March 4, 2026, accession 0001730168-26-000011. Revenue of $19,311 million, up 29% year-over-year. GAAP net income of $7,349 million; non-GAAP net income of $10,185 million. GAAP diluted EPS of $1.50; non-GAAP diluted EPS of $2.05. Adjusted EBITDA of $13,128 million (68% of revenue). Free cash flow of $8,010 million. AI revenue of $8.4 billion, up 106% year-over-year, above prior forecast. Guidance for Q2 FY2026: revenue of approximately $22.0 billion (+47% year-over-year) and Adjusted EBITDA of approximately 68% of revenue. A new $10 billion share repurchase program was also announced.

Q2 FY2026 (ended May 3, 2026), reported June 3, 2026, accession 0001730168-26-000051. Revenue of $22,187 million, up 48% year-over-year, a record. GAAP net income of $9,310 million; non-GAAP net income of $12,074 million. GAAP diluted EPS of $1.91; non-GAAP diluted EPS of $2.44. Adjusted EBITDA of $15,244 million (69% of revenue). Free cash flow of $10,262 million (46% of revenue). AI semiconductor revenue of $10.8 billion, up 143% year-over-year, above prior forecast. Guidance for Q3 FY2026: revenue of approximately $29.4 billion (+84% year-over-year), non-GAAP operating income of approximately 67% of revenue, and Adjusted EBITDA of approximately 68% of revenue; AI semiconductor revenue expected to grow over 200% year-over-year to $16.0 billion.

Dividends

A quarterly cash dividend was declared alongside each earnings release:

• September 4, 2025: $0.59 per share, payable September 30, 2025 (accession 0001730168-25-000094).
• December 11, 2025: dividend raised 10% to $0.65 per share, payable December 31, 2025 (accession 0001730168-25-000116). Management set a target annual dividend of $2.60 per share for fiscal 2026, the fifteenth consecutive annual increase since dividends began in fiscal 2011.
• March 4, 2026: $0.65 per share, payable March 31, 2026 (accession 0001730168-26-000011).
• June 3, 2026: $0.65 per share, payable June 30, 2026 (accession 0001730168-26-000051).

Capital structure and debt issuance/redemption

• September 29, 2025 (accession 0001193125-25-223202): Entered an underwriting agreement (dated September 22, 2025) to issue $5.0 billion of senior notes, $1.0 billion of 4.200% notes due 2030, $2.25 billion of 4.800% notes due 2036, and $1.75 billion of 4.900% notes due 2038. Proceeds were earmarked to redeem, in full, three legacy note series: 3.875% notes due 2027 ($2.92 billion outstanding, at Broadcom Corporation/Broadcom Technologies), 4.700% notes due 2027 ($215 million outstanding, at CA, Inc.), and 4.650% notes due 2027 ($500 million outstanding, at VMware LLC).
• January 13, 2026 (accession 0001193125-26-011731): Entered an underwriting agreement (dated January 6, 2026) to issue $4.5 billion of senior notes, $750 million of 4.300% notes due 2031, $1.25 billion of 4.600% notes due 2033, $1.25 billion of 4.950% notes due 2036, and $1.25 billion of 5.700% notes due 2056. Proceeds were earmarked for general corporate purposes and debt repayment, including full redemption of the 4.110% notes due 2028 ($1.12 billion), 4.150% notes due 2028 ($875 million), 5.050% notes due 2027 ($757 million), and VMware LLC's 3.900% notes due 2027 ($1.25 billion).
• June 11, 2026 (accession 0001193125-26-266777): Announced the launch of cash tender offers for certain outstanding debt securities.
• June 18, 2026 (accession 0001193125-26-275077): Announced pricing terms (June 17, 2026 press release, Exhibit 99.1) and then the expiration, upsizing, and results (Exhibit 99.2) of the cash tender offers.

Taken together, these transactions show Broadcom continuing to term out and refinance legacy VMware- and Broadcom Corporation-era debt into new long-dated notes at then-current rates, while also running periodic tender offers to retire debt directly.

AI customer agreements

• April 6, 2026 (accession 0001193125-26-144028): Broadcom and Google LLC entered a Long Term Agreement for Broadcom to develop and supply custom Tensor Processing Units (TPUs) for future generations of Google's TPUs, plus a Supply Assurance Agreement for networking and other components for Google's next-generation AI racks through 2031. Separately, Broadcom, Google, and Anthropic PBC expanded their existing strategic collaboration: beginning in 2027, Anthropic will access, through Broadcom, approximately 3.5 gigawatts as part of a larger multi-gigawatt commitment to next-generation TPU-based AI compute capacity, contingent on Anthropic's continued commercial success.
• July 6, 2026 (accession 0001193125-26-295589): Broadcom and Apple Inc. agreed to expand their long-standing technology collaboration through 2031 via new multi-year long-term agreements for Broadcom to develop and supply custom ASIC silicon products across multiple generations of Apple products.

Executive compensation and leadership

• September 9, 2025 (accession 0001193125-25-199281): The independent Board members granted CEO Hock Tan a new performance stock unit award (target 610,521 shares) tied to AI-related revenue over a three-year performance period spanning fiscal 2028–2030, intended to extend his leadership through fiscal 2030. Payout ranges from 0% (at or below $60 billion of trailing four-quarter AI revenue) to 300% (at or above $120 billion), with 100% payout at $90 billion. Tan agreed to extended post-vesting holding requirements on shares from his 2022 PSU award.
• March 2, 2026 (accession 0001193125-26-085656): Director Eddy W. Hartenstein will retire from the Board at the 2026 Annual Meeting under Broadcom's mandatory retirement age policy (age 75); the Board will shrink to eight members. The filing states the retirement is not due to any disagreement with the company.
• April 2, 2026 (accession 0001193125-26-140574): CFO and Chief Accounting Officer Kirsten M. Spears announced her retirement, effective June 12, 2026. The Board appointed Amie Thuener, previously Vice President, Corporate Controller and Chief Accounting Officer of Alphabet Inc., as successor CFO, effective the same date, with employment commencing May 4, 2026. Thuener's compensation includes a $700,000 base salary, target bonus of 100% of base salary, a $1,000,000 sign-on cash bonus, and equity awards of 50,000 RSUs and 50,000 PSUs (vesting over four years, tied to total stockholder return versus the S&P 500). Spears entered into a transition and consulting agreement running through March 15, 2027.
• April 21, 2026 (accession 0001730168-26-000039): At the 2026 Annual Meeting (held April 20, 2026), stockholders elected all eight director nominees, ratified PricewaterhouseCoopers LLP as auditor for fiscal year 2026, and approved (on an advisory basis) named executive officer compensation.
• June 18, 2026 (accession 0001193125-26-275077): Amie Thuener signed as Chief Financial Officer for the first time in an 8-K, confirming the CFO transition took effect as scheduled.

Other

• September 10, 2025 (accession 0001193125-25-200108): Filed supplemental unaudited pro forma condensed combined financial information for the VMware merger (completed November 22, 2023) for the fiscal year ended November 3, 2024, an administrative catch-up filing rather than new news.