Broadcom (AVGO) Is Down 16.4% After AI Margins Eclipse Strong Earnings And Dividend Hike – What's Changed [Yahoo! Finance]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations:
investors.broadcom.com
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Source: Yahoo! Finance
first-quarter 2026 revenue of about US$19.10 billion, and approved a 10% increase in its quarterly dividend to US$0.65 per share for fiscal 2026. Yet despite strong AI-driven growth and a fifteenth consecutive year of higher dividends, investors are increasingly focused on lower-margin AI hardware mix, customer concentration, and uncertainty around future AI demand, which has weighed on sentiment. We'll now examine how concerns over AI-related margin compression may reshape Broadcom's existing investment narrative built around accelerating AI and software growth. This technology could replace computers: discover 28 stocks that are working to make quantum computing a reality To own Broadcom, you really need to believe that its AI-centric chip and software franchises can offset margin pressure from a heavier AI hardware mix and a handful of hyperscale customers. The latest results and Q1 2026 guidance support that revenue story, but they have sharpened attention on lower-margin
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AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/15/25 - Form 144
- 12/11/25 - Form 8-K
- 12/10/25 - Form 144/A
- AVGO's page on the SEC website