Company Dossier · Information Technology
Broadcom Inc.
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Broadcom Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to August 2, 2026: $89.1 billion, up 49% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to August 2, 2026: $39.4 billion, up 58% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to August 2, 2026: $1.25 billion, up 145% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to November 2, 2025: $2.45 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to November 2, 2025: $15.7 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (September 2, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed December 18, 2025): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $270 million on the open market.SEC Form 4
- 4,860 institutional managers reported a position at June 30, 2026 (+156 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 52 (88 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 21, of which 4 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Broadcom Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending97th pct
- Debt raised22nd pct
- Buybacks vs capex52nd pct
- Hiring filings21st pct
- Deals and private raises40th pct
- Patent publications17th pct
Confident ↔ Hedging
Confident
- Call sentiment94th pct
- Call confidence18th pct
- Guidance changes37th pct
- Risk factors added51st pct
- Insider open-market trades79th pct
- + Call sentiment
- − Call confidence
- + Insider open-market trades
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver71st pct
- Stress filings49th pct
Credit
How these are built →Broadcom Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$59.4B
- Due within a year $2.3B
- Longer term $57.2B
- Default point $30.8B (short + ½ long)
Finance leases included · Aug 2, 2026 filing
Bonds priced, last 12 months
$4.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jan 6, 2026 | $1.25B | 4.600% | 2033 (7y) | +70bp | 4.641% |
| Jan 6, 2026 | $750M | 4.300% | 2031 (5y) | +60bp | 4.322% |
| Jan 6, 2026 | $1.25B | 4.950% | 2036 (10y) | +78bp | 4.961% |
| Jan 6, 2026 | $1.25B | 5.700% | 2056 (30y) | +88bp | 5.747% |
| Sep 22, 2025 | $1.75B | 4.900% | 2038 (12y) | +78bp | 4.927% |
| Sep 22, 2025 | $1B | 4.200% | 2030 (5y) | +53bp | 4.231% |
| Sep 22, 2025 | $2.25B | 4.800% | 2036 (10y) | +68bp | 4.827% |
| Jul 7, 2025 | $2.5B | 5.200% | 2035 (10y) | +85bp | 5.247% |
| Jul 7, 2025 | $1.75B | 4.600% | 2030 (5y) | +68bp | 4.647% |
| Jul 7, 2025 | $1.75B | 4.900% | 2032 (7y) | +78bp | 4.946% |
| Jan 6, 2025 | $1.1B | 5.200% | 2032 (7y) | +70bp | 5.221% |
| Jan 6, 2025 | $1.1B | 4.800% | 2028 (3y) | +53bp | 4.847% |
From the pricing term sheets Broadcom Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Broadcom Inc.: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Broadcom Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralBroadcom: Growth Reliance On OpenAI And Anthropic Becomes Concerning (NASDAQ:AVGO)
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralBroadcom Stock: The Market Is Likely Looking At OpenAI/Anthropic All Wrong (NASDAQ:AVGO)
seekingalpha.com · via Marketaux · Oct 9, 2026
- PositiveWhy is Broadcom stock falling despite strong AI demand? - Broadcom shares fall despite strong AI demand
economictimes.indiatimes.com · via Marketaux · Oct 9, 2026
- NeutralBroadcom Is Financing Its AI Moat (NASDAQ:AVGO)
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralBroadcom in talks for$50B+financing deal to fund OpenAI's custom chips
seekingalpha.com · via Marketaux · Oct 8, 2026
- NeutralBroadcom Stocks Rise 4.1% as Power Bottleneck Leaves Forecasts Intact
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralCathie Wood Just Bought $13 Million of Broadcom Stock
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralBroadcom: When The Story And The Stock Disagree (NASDAQ:AVGO)
seekingalpha.com · via Marketaux · Oct 6, 2026
- PositiveWall Street banks launch record $60bn chip deal for Broadcom and Anthropic
FT Companies · Oct 5, 2026
- NeutralCan Broadcom Keep Growing Its Dividend as AI Customers Gain Power?
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralHere is Why Broadcom (AVGO) is a Good Investment at Today’s Price
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralBroadcom Stocks Jump 3.5% as AI Chip Guide Reaches $21.7 Billion
gurufocus.com · via Marketaux · Oct 2, 2026
- PositiveBroadcom (AVGO) Secures $60 Billion Financing to Boost AI Chip Production
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralBroadcom (AVGO) Seeks $60 Billion AI Chip Financing Amid Market Interest
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralBroadcom gathers $60B financing package to fund AI chips for Anthropic: report (AVGO:NASDAQ)
seekingalpha.com · via Marketaux · Oct 2, 2026
- NeutralBroadcom Stocks Fall as $42 Billion Financing Links Chips to Anthropic
gurufocus.com · via Marketaux · Oct 1, 2026
- PositiveBroadcom (AVGO) Partners with Anthropic for AI Infrastructure Financing
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralBroadcom to lend Anthropic up to $42B to lease chips: report (AVGO:NASDAQ)
seekingalpha.com · via Marketaux · Oct 1, 2026
- NeutralCathie Wood Just Dumped $110 Million of AMD--and Bought Nvidia and Broadcom
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralETFs Are Buying Broadcom (AVGO) on Sept. 28
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026
- Oct 20, 2026LobbyingLobbying report (MILLER STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (MONUMENT ADVOCACY)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (SALT POINT STRATEGIES)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (BROADCOM INC.)third_quarter 2026 · $0.5 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (CASSIDY & ASSOCIATES, INC.)third_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (SALT POINT STRATEGIES)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (MONUMENT ADVOCACY)second_quarter 2026 · $0.0 million
- Apr 21, 20268-KShareholder vote resultsItem 5.07
- Apr 2, 20268-KDirector or officer changeItem 5.02
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Dec 18, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Sep 9, 20258-KDirector or officer changeItem 5.02
- Jul 11, 20258-KMaterial agreement terminatedItem 1.02
- Apr 22, 20258-KShareholder vote resultsItem 5.07
- Jan 13, 20258-KMaterial agreement terminatedItem 1.02
- Dec 20, 202410-KAnnual report (10-K)0 risk factors added, 10 removed
- Dec 14, 202310-KAnnual report (10-K)5 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Micron Technology MU | $133B | $59.0B | Sep 3, 2026 |
| Intel Corporation INTC | $57.0B | $2.8B | Jun 27, 2026 |
| Qualcomm Inc. QCOM | $44.1B | $10.4B | Jun 28, 2026 |
| Advanced Micro Devices AMD | $41.3B | $8.4B | Jun 27, 2026 |
| NVIDIA Corporation NVDA | $303B | $127B | Jul 26, 2026 |
| Texas Instruments TXN | $19.4B | $5.4B | Jun 30, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |