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BROADCOM MISSES Q2 TARGETS, AI FORECAST DISAPPOINTS

AI DESK1 MIN READ
WED, JUN 3, 2026

■ AI-SUMMARIZED FROM 1 SOURCE ▸ TIMELINE

Broadcom reported Q2 revenue of $22.19B, falling short of $22.27B expectations despite 48% year-over-year growth. The chipmaker's Q3 AI semiconductor revenue forecast came in below analyst estimates, triggering a 12%+ after-hours stock decline.

The semiconductor giant's second-quarter results reflected strong overall growth but failed to meet Wall Street's narrow margin of expectations. Revenue landed $80M below forecasts, signaling potential headwinds in the highly competitive chip market. More concerning for investors was Broadcom's Q3 guidance. The company projected AI-related semiconductor revenue below consensus estimates, suggesting demand may not sustain the explosive growth trajectory seen earlier in 2024. Increased competition in the AI chip space appears to be pressuring both current performance and forward outlook. The miss marks a notable shift after quarters of beating expectations as AI boom demand accelerated across data centers. Broadcom's stock fell sharply in after-hours trading, reflecting investor disappointment with both the miss and the cautious guidance. The results underscore growing competition in high-margin AI chips from rivals including NVIDIA and AMD.

■ SOURCES

Techmeme

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

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