Broadcom Earnings Set Stage for Hock Tan's Custom-Chip Commentary

Broadcom Inc., listed on NASDAQ as AVGO, is set to report its fiscal third-quarter earnings after market close. Predictions indicate a near certainty that the company will beat quarterly expectations, with Polymarket pricing a 98% chance of success.

Analysts anticipate revenue of around $29.4 billion and adjusted earnings of $3.24 per share. Broadcom has guided AI semiconductor revenue to exceed $16 billion, a more than 200% year-over-year increase.

The bigger question on the minds of investors may be what CEO Hock Tan says about Broadcom's AI customers and growing competition for Google's custom-chip business during the earnings call.