Optical DSPs

Broadcom (NASDAQ: AVGO) — Q3 FY2026 Post Earnings

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Broadcom avgo q3 26 post earnings

Operations

Q3 2026
Q3 Revenue ↑ 85.5% YoY $29.59B
Segments
Semiconductor Solutions 70.4%
Infrastructure Software 29.6%

Key Earnings Driver

AI Accelerators and AI Networking Semiconductor Solutions revenue increased 127.4 year over year to $20.8B. Within Semiconductor Solutions, AI semiconductor revenue increased 221.0% to $16.7B, driven by strong demand for custom AI accelerators and AI networking. Infrastructure Software revenue increased 29.0% to $8.8B. Management expects AI semiconductor revenue to reach $21.7B in Q4.

Key Operating Metrics¹

METRIC

STATUS

Semiconductor Solutions↑ 127.4%

AI semiconductor↑ 221.0%

AI Accelerators

🟢 Scaling

AI Networking

🟢 Scaling

Non-AI Semiconductor

Infrastructure Software↑ 29.0%

Key Financial Metrics

Gross Margin 69.13% +2.04 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.80% 0.01x Revenue

Sources: Broadcom Q3 FY2026 Earnings Release — Company Website, Broadcom Q3 FY2026 Company Presentation — Company Website, Broadcom Q3 FY2026 Earnings Conference Call — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Credo Technology (NASDAQ: CRDO) — Q1 FY2027 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q1 2027
Q1 Revenue ↑ 114.7% YoY $479M
Segments
Credo Technology 100.0%

Key Earnings Driver

Active Electrical Cables Credo Technology’s Q1 revenue increased 114.7% year over year to $479.0M. The ramp-up of AEC solutions at hyperscale data center customers contributed over 90% of the revenue increase.

Key Operating Metrics¹

METRIC

STATUS

Credo Technology↑ 114.7%

Active Electrical Cables

🟢 Scaling

Key Financial Metrics

Gross Margin 64.50% -2.9 pp YoY
Backlog / Revenue 876.0% 8.76x Qtr Rev
CapEx Intensity 1.52% 0.01x Revenue

Sources: Credo Technology Q1 FY2027 Earnings Release — Company Website, Credo Technology Q1 FY2027 Quarterly Filing — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Broadcom (NASDAQ: AVGO) — Q3 FY2026 Pre Earnings

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Broadcom avgo q3 26 pre earnings finance note

Operations

Q2 2026
Q2 Revenue ↑ 47.9% YoY $22.19B
Segments
Semiconductor Solutions 67.6%
Infrastructure Software 32.4%

Key Earnings Driver

AI Accelerators and AI Networking Semiconductor Solutions revenue increased 78.5% year over year to $15.0B. Within Semiconductor Solutions, AI semiconductor revenue increased 143.0% to $10.8B, driven by increasing demand for custom AI Accelerators and AI Networking. Infrastructure Software revenue increased 8.8% to $7.2B, primarily driven by VMware Cloud Foundation. For Q3, Hock Tan, President and CEO of Broadcom, expects semiconductor revenue from AI to grow more than 200% year over year to $16.0B.

Key Operating Metrics¹

METRIC

STATUS

Semiconductor Solutions↑ 78.5%

AI semiconductor↑ 143.0%

AI Accelerators

🟢 Scaling

AI Networking

🟢 Scaling

Infrastructure Software↑ 8.8%

VMware Cloud Foundation

Key Financial Metrics

Gross Margin 69.47% +1.51 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.04% 0.01x Revenue

Sources: Broadcom Q2 FY2026 Earnings Release — Company Website, Broadcom Q2 FY2026 Company Overview — Company Website

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.

Credo Technology (NASDAQ: CRDO) — Q1 FY2027 Pre Earnings

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Credo Technology CRDO Q1 27 Pre Earnings

Operations

Q4 2026
Q4 Revenue ↑ 157.0% YoY $437M
Segments
Credo Technology 100.0%

Key Earnings Driver

Active Electrical Cables Credo Technology’s Q4 revenue increased 157% year over year to $437.0M. FY2026 revenue increased 206% to $1.34B, with the ramp-up of Active Electrical Cable (AEC) solutions at hyperscale data center customers contributing over 99% of the revenue increase.

Key Operating Metrics¹

METRIC

STATUS

Credo Technology↑ 157.0%

Active Electrical Cables

🟢 Scaling

Key Financial Metrics

Gross Margin 68.20% +1 pp YoY
Backlog / Revenue N/A
CapEx Intensity 1.09% 0.01x Revenue

Sources: Credo Technology Q4 FY2026 Earnings Release — Company Website, Credo Technology FY2026 10-K — SEC Filing

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.