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Broadcom CEO Predicts $8.2B AI Revenue Amid Stock Slide

3/5/2026

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Summary

Story summary

Broadcom CEO Hock Tan spoke at the digital X event in Cologne on September 13, 2022.
Broadcom is set to report fiscal first-quarter results; analysts expect EPS of $2.03 and revenue of $19.18 billion.
Broadcom posted a 65% AI-revenue rise in fiscal 2025 and expects AI revenue to reach $8.2 billion in the first quarter.
Shares have fallen 9% in 2026 amid concerns AI-capital expenditures may peak this year.

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Story summary

Broadcom CEO Hock Tan spoke at the digital X event in Cologne on September 13, 2022.
Broadcom is set to report fiscal first-quarter results; analysts expect EPS of $2.03 and revenue of $19.18 billion.
Broadcom posted a 65% AI-revenue rise in fiscal 2025 and expects AI revenue to reach $8.2 billion in the first quarter.
Shares have fallen 9% in 2026 amid concerns AI-capital expenditures may peak this year.