Passive Optical Networking

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.

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.

Ubiquiti Inc. (NYSE: UI) — Q4 FY2026 Post Earnings

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Post earnings note company quarterly analysis

Operations

Q4 2026
Q4 Revenue ↑ 23.5% YoY $937.3M
Segments
Enterprise Technology 92.6%
Service Provider Technology 7.4%

Key Earnings Driver

Enterprise Technology Enterprise Technology revenue increased 27.7% year over year to $868.3M. Ubiquiti stated that the growth in revenues over the prior quarter and the comparable prior year periods was driven by an increase in revenue from its Enterprise Technology platform. Service Provider Technology revenue declined 12.7% to $69.0M.

Key Operating Metrics¹

METRIC

STATUS

Enterprise Technology↑ 27.7%

🟢 Scaling

Key Financial Metrics

Gross Margin 45.80% +0.7 pp YoY
Backlog / Revenue N/A
CapEx Intensity 0.58% 0.00x Revenue

Sources: Ubiquiti Inc. Q4 FY2026 Financial Results — SEC Filing, Ubiquiti Inc. FY2026 Form 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.

Ubiquiti Inc. (NYSE: UI) — Q4 FY2026 Pre Earnings

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Pre earnings note company quarterly analysis

Operations

Q3 2026
Q3 Revenue ↑ 18.7% YoY $788.2M
Segments
Enterprise Technology 91.1%
Service Provider Technology 8.9%

Key Earnings Driver

Enterprise Technology Enterprise Technology revenue increased 22.6% year over year to $717.9M, compared with $585.7M in the same period a year earlier. The company attributed the increase in Enterprise Technology revenue to growth from its Enterprise Technology platform across all regions. Service Provider Technology revenue declined 10.3% to $70.3M.

Key Operating Metrics¹

METRIC

STATUS

Enterprise Technology↑ 22.6%

🟢 Scaling

Sources: Ubiquiti Q3 FY2026 Financial Results — Company Website, Ubiquiti Q3 FY2026 Quarterly Report — 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.