A Broadcom sign is pictured as the company prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025.
Broadcom is scheduled to report its fourth-quarter earnings after market close on Thursday.
Here's what analysts are expecting, according to LSEG:
Earnings per share: $1.86, adjusted
$1.86, adjusted Revenue: $17.49 billion
Wall Street is expecting Broadcom's overall revenue to increase 25% in the quarter ended in October, from $14.05 billion a year earlier.
Analysts are expecting the chipmaker to guide for $1.95 in adjusted earnings per share on $18.27 billion in sales in the current quarter.
The report comes as investors increasingly see Broadcom as well-placed to capitalize on the AI infrastructure boom both with its custom chips, which it calls XPUs, and the networking technology needed to build massive data centers where thousands of AI chips work as one.
Broadcom stock is at all-time highs and has climbed 75% so far in 2025 as its custom chips, such as Google's tensor processing units, are increasingly seen as a rival to Nvidia's AI chips. The company has a market cap of $1.91 trillion.
Google released its latest AI model, Gemini 3, during the quarter, which it said was trained entirely on its TPU chips.
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