Broadcom Inc. reported on Sept. 4, 2025 that in fiscal Q3 semiconductor revenue rose 26% year‑over‑year, helping the company deliver non‑GAAP EPS of $1.69 and total revenue of $15.95 billion, both ahead of Wall Street estimates.
Key Takeaways
- Semiconductor revenue increased 26% year‑over‑year in Q3.
- Total revenue for the quarter was $15.95 billion, beating estimates by $130 million.
- Non‑GAAP EPS was $1.69, ahead of consensus by $0.03.
- The results were disclosed on Sept. 4, 2025; ticker: AVGO.
- Strong chip sales underpinned the quarter’s outperformance versus expectations.
Verified Facts
Broadcom reported total revenue of $15.95 billion for Q3 (period ended in 2025), a figure that exceeded analyst consensus by $130 million according to company filings and coverage published Sept. 4, 2025.
The company posted non‑GAAP earnings per share of $1.69, which beat estimates by $0.03. Management attributed the quarter’s performance to strength in its semiconductor portfolio.
| Metric | Value | Variance vs. Estimate |
|---|---|---|
| Semiconductor revenue (YoY) | +26% | — |
| Total revenue | $15.95B | +$130M |
| Non‑GAAP EPS | $1.69 | +$0.03 |
These figures have been confirmed by public reports on Sept. 4, 2025 and reflect the company’s standardized non‑GAAP presentation; raw GAAP figures and detailed segment tables are available in Broadcom’s investor materials.
Context & Impact
Broadcom is a major supplier of semiconductors used in networking, data‑center infrastructure and specialized enterprise applications. A 26% year‑over‑year rise in semiconductor revenue signals continued demand in those end markets during the quarter.
Stronger‑than‑expected quarterly results can affect investor expectations for Broadcom’s near‑term revenue trajectory and inform analyst forecasts for the remainder of the fiscal year.
- Peer comparisons: Outperformance by a large supplier like Broadcom may influence estimates for other chip vendors supplying data‑center and networking equipment.
- Customer demand: Sustained enterprise and cloud spending would support continued semiconductor growth, though future strength depends on order cadence and inventory trends.
The company stated the quarter reflected broad demand across its semiconductor portfolio and solid execution of its business model.
Broadcom Inc.
Unconfirmed
- Details on long‑term guidance changes beyond the reported quarter were not provided in the cited summary and require the full earnings release for confirmation.
- Specific drivers by product line (exact customer or product mix contributions) are not itemized in the summarized report and remain to be confirmed from company filings.
Bottom Line
Broadcom’s Q3 results on Sept. 4, 2025 show a notable 26% YoY jump in semiconductor revenue and modest beats on revenue and non‑GAAP EPS. The report strengthens the case for resilient demand in Broadcom’s served markets but full implications for guidance and longer‑term growth require the company’s detailed disclosures and upcoming analyst updates.