Broadcom reports Q3 FY2026 results and guides Q4 AI revenue to $21.7B

This is a valid forward-looking earnings development rather than a market-performance update: Broadcom reported fiscal Q3 FY2026 results and issued explicit Q4 revenue and AI-semiconductor guidance. The official release confirms Q3 revenue of $29.591 billion, non-GAAP diluted EPS of $3.32, Q3 AI-semiconductor revenue of $16.7 billion up 221% year over year, and Q4 guidance of approximately $34.8 billion in revenue and $21.7 billion in AI-semiconductor revenue, up 236% year over year. The cited consensus comparisons in x_posts source 20147 support the Q3 revenue and adjusted-EPS beat, although that comparison is less authoritative than the official release. The importance score reflects a material company-specific earnings catalyst and unusually strong forward AI growth; the surprise score reflects the magnitude of the AI forecast while recognizing that strong AI demand was partly anticipated. Confidence is high because the core figures and announcement timing are directly supported by the official release. Stakeholder approval is limited to Broadcom and companies with a reasonably direct semiconductor, advanced-packaging, AI-memory, optical-networking, or peer read-through; more distant power, cooling, utility, PC, and equipment effects are excluded because no company-specific order or customer linkage is disclosed. The market-reaction commentary is not treated as a development under the anti-price-move rule.