Broadcom guided semiconductor AI revenue of $16 billion for fiscal Q3 2026, representing over 200% year-over-year growth from the prior period, driven by accelerating demand for custom AI accelerators and AI networking solutions. This followed Q2 results where AI revenue reached $10.8 billion, exceeding internal forecasts amid strong customer deployments. The Q3 target came in modestly below some analyst expectations, contributing to post-earnings share pressure, while full-year and 2027 AI targets remained unchanged at roughly $56 billion and over $100 billion, respectively. Traders are watching the September 2 earnings release for confirmation of actual results against these benchmarks, with supply constraints and hyperscaler spending patterns as key variables that could influence whether outcomes exceed or fall short of the guided level.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour15 milliards de dollars
86%
16 milliards $
60%
17 milliards de dollars
31%
18 milliards de dollars
15%
19 milliards $
7%
$4,355 Vol.
15 milliards de dollars
86%
16 milliards $
60%
17 milliards de dollars
31%
18 milliards de dollars
15%
19 milliards $
7%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Marché ouvert : Aug 4, 2026, 5:54 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by September 30, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Broadcom guided semiconductor AI revenue of $16 billion for fiscal Q3 2026, representing over 200% year-over-year growth from the prior period, driven by accelerating demand for custom AI accelerators and AI networking solutions. This followed Q2 results where AI revenue reached $10.8 billion, exceeding internal forecasts amid strong customer deployments. The Q3 target came in modestly below some analyst expectations, contributing to post-earnings share pressure, while full-year and 2027 AI targets remained unchanged at roughly $56 billion and over $100 billion, respectively. Traders are watching the September 2 earnings release for confirmation of actual results against these benchmarks, with supply constraints and hyperscaler spending patterns as key variables that could influence whether outcomes exceed or fall short of the guided level.
Résumé expérimental généré par IA à partir des données Polymarket. Ceci n'est pas un conseil de trading et ne joue aucun rôle dans la résolution de ce marché. · Mis à jour


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