Broadcom Inc
Statements
Segments
US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Broadcom Inc (AVGO). It shows which part of the business is growing — and which one is holding it back.
Revenue by business segment
| Segment | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 |
|---|---|---|---|---|---|---|
| Semiconductor Solutions | $8.21B 55.1% | $8.41B 56.0% | $9.17B 57.5% | $12.52B 64.8% | $15.01B 67.6% · +82.8% | $20.84B 70.4% · +147.8% |
| Infrastructure Software | $6.70B 44.9% | $6.60B 44.0% | $6.79B 42.5% | $6.80B 35.2% | $7.18B 32.4% · +7.1% | $8.75B 29.6% · +32.7% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
| Segment | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 |
|---|---|---|---|---|---|---|
| Semiconductor Solutions | $4.71B 57.3% | $4.81B 57.2% | $5.22B 56.9% | $7.50B 60.0% | $9.28B 61.8% | $12.77B 61.3% |
| Infrastructure Software | $5.12B 76.4% | $4.99B 75.6% | $5.24B 77.2% | $5.32B 78.3% | $5.65B 78.7% | $7.33B 83.7% |
Large figure: segment operating income. Below it the margin, that is operating income measured against the revenue of the same segment.
Revenue by region
| Segment | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 |
|---|---|---|---|---|---|---|
| Asia Pacific | $8.03B 53.8% | $8.10B 54.0% | $8.96B 56.2% | $11.62B 60.1% | $14.54B 65.5% · +81.0% | $20.94B 70.8% · +158.6% |
| Americas | $4.63B 31.1% | $4.71B 31.4% | $4.72B 29.6% | $5.08B 26.3% | $5.20B 23.4% · +12.3% | $5.51B 18.6% · +17.1% |
| Europe, the Middle East and Africa | $2.25B 15.1% | $2.20B 14.6% | $2.27B 14.2% | $2.62B 13.5% | $2.45B 11.0% · +8.8% | $3.13B 10.6% · +42.6% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Revenue by product line
| Segment | Q1 2025 | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 |
|---|---|---|---|---|---|---|
| Products | $10.14B 68.0% | $10.31B 68.7% | $11.17B 70.0% | $14.13B 73.2% | $16.89B 76.1% · +66.5% | $24.28B 82.0% · +135.5% |
| Subscriptions and services | $4.77B 32.0% | $4.70B 31.3% | $4.78B 30.0% | $5.18B 26.8% | $5.30B 23.9% · +10.9% | $5.31B 18.0% · +13.1% |
Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.
Remaining performance obligations
Remaining performance obligations are the part of the business already sold but not yet delivered and therefore not yet booked as revenue. In subscription and project businesses it points the way earlier than revenue does.
| As of | Remaining performance obligations |
|---|---|
| Q3 2026 | $179.20B |
| Q2 2026 | $164.60B |
| Q1 2026 | $45.00B |
| Q4 2025 | $33.30B |
| Q3 2025 | $27.50B |
| Q2 2025 | $24.70B |
| Q1 2025 | $22.40B |
| Q4 2024 | $20.50B |
Operating metrics
Operating metrics are the figures a company uses to measure its own business — customer counts, stores, deliveries or the churn rate. None of them appear in the financial statements, and they often explain earlier than revenue does why revenue is moving.
| Metric | Q2 2025 | Q3 2025 | Q1 2026 | Q2 2026 | Q3 2026 |
|---|---|---|---|---|---|
| Revenue concentration from top five end customers | 40.0% | 40.0% | 50.0% | 45.0% +12.5% | 55.0% +37.5% |
| Revenue concentration from top customer (distributor) | 29.0% | 32.0% | 42.0% | 42.0% +44.8% | 50.0% +56.3% |
These metrics are not part of the financial statements; they sit in the narrative text of the filings. We read them out of the SEC filings using artificial intelligence and check every single figure against the original passage in the report; anything that is not found there verbatim is discarded. Source: SEC EDGAR (annual and quarterly reports, 10-K/10-Q).
Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.
Data as of: September 23, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.