AVGO Stock Earnings Preview: Here’s What to Expect From Broadcom's Q4 and FY25 Results

There are few narratives in tech that combine sheer scale, market relevance, and investor intrigue quite like Broadcom (Nasdaq: AVGO). Broadcom will release its Q4 fiscal 2025 and full-year results on the evening of December 11, 2025, and the buzz around this report is about how one of the world’s biggest semiconductor and infrastructure software companies is navigating the AI boom, diversified revenue streams, and elevated market expectations. 

Let’s break down with this blog what investors should expect from Broadcom’s earnings released today, where key developments have taken the stock, and what analysts are signaling heading into the results.

What’s on Deck with Broadcom: Expectations vs. Reality

Broadcom’s Q4 earnings preview paints a picture of continued strong growth which is driven by artificial intelligence demand and robust enterprise software revenues. Wall Street is expecting revenue around $17.46-17.5 billion and adjusted earnings per share (EPS) near $1.87, both of them representing strong YoY improvements.

If these numbers are achieved, this would mean revenue growth of about 24% and EPS rising more than 30% YoY, a strong sign that Broadcom’s operations continue to scale even as tech markets digest broader macro pressures.

Investors are also watching guidance and commentary on future quarters, particularly how Broadcom views demand in its AI semiconductor and infrastructure software businesses in fiscal 2026.

What’s Changed Since Last Quarter For AVGO?

Broader themes have shaped Broadcom’s trajectory since its Q3 FY25 earnings beat in September. At that time, the company recorded higher-than-expected revenue, fueled by AI-related semiconductor demand and stronger infrastructure software sales.

Since then, several key developments have reinforced investor optimism:

• Price Targets and Analyst Ratings: Multiple analysts have raised price targets on AVGO stock ahead of tonight’s release, with some positioning the stock as a top pick given its AI exposure.
• Stock Performance: In 2025, Broadcom’s market cap has climbed significantly, outperforming broader markets which is a reflection of confidence in its growth prospects.
• Major AI Orders: Broadcom reportedly secured a potential $10 billion AI order from a new customer, bolstering expectations for fiscal 2026’s AI revenue run rate.
• Industry Recognition: The semiconductor sector is entering a period of unprecedented demand from AI infrastructure buildouts, a trend that Broadcom is well positioned to benefit from.

These developments create a narrative where Broadcom is not merely riding a cycle, but potentially reshaping its role in hyperscale AI compute and networking systems.

To truly understand Broadcom’s long-term positioning and why its AI and software strategies matter so much in this earnings cycle, check out our deep-dive explanation of the company’s journey and business model in “The Broadcom Story Explained.”

What Analysts Are Watching

Ahead of the earnings release, several areas have drawn particular attention from Wall Street and industry watchers:

• AI Chip Revenue Acceleration: Analysts expect Broadcom’s AI semiconductor revenue to outpace overall growth, possibly surpassing $6 billion in Q4, an impressive acceleration from previous quarters. This would mark eleven consecutive quarters of AI revenue growth, underscoring Broadcom’s expanding role in custom AI silicon and ASICs built for hyperscale customers.
• Infrastructure Software Strength: Beyond chips, Broadcom’s infrastructure software, including VMware and security offerings, contributes meaningfully to margins and revenue visibility. Software revenue has been growing steadily and offers a buffer against cyclical hardware swings.
• Forward Guidance: Investors will scrutinize any commentary on fiscal 2026 expectations, especially regarding SAM (serviceable addressable market) expansion for Broadcom’s AI offerings. Strong guidance could fuel further bullish sentiment.

Looking Forward: What Could Move the AVGO Stock?

For traders and long-term investors alike, several catalysts or risks that could materialize from tonight’s earnings disclosure:

Bullish Triggers:

• Beats on revenue and EPS
• Upward revisions to guidance
• Confirmation of new custom AI silicon customers
• Reinforced demand signals from hyperscalers

Potential Risks:

• Any softness in AI revenue growth
• Disappointing software results
• Conservative management commentary on 2026 trends

Options markets are currently pricing in the potential for stock movement of up to ~6% post-earnings, reflecting investor uncertainty around the numbers.

Final Thoughts on Broadcom

Tonight’s earnings report from Broadcom isn’t just another quarterly update, it’s a checkpoint in the company’s evolution from a networking chip maker to a full-stack player in AI infrastructure and enterprise software. With strong growth expectations, diversified revenue streams, and strategic positioning in critical technology segments, Broadcom’s Q4 and FY25 results will offer a compelling blend of data and narrative for investors.

Whether you’re a seasoned AVGO holder or watching Broadcom from the sidelines, today’s earnings have the potential to shape sentiment deep into 2026.

Disclaimer:

The content is meant for education and general information purposes only. Investments in the securities market are subject to market risks, read all the related documents carefully before investing. Past performance is not indicative of future returns. The securities quoted are exemplary and are not a recommendation. This in no way is to be construed as financial advice or a recommendation to invest in any specific stock or financial instrument. Readers are encouraged to verify the exact numbers and financial data from official sources such as company filings, earnings reports, and financial news platforms and to conduct their own research, and consult with a registered financial advisor before making any investment decisions. All disputes in relation to the content would not have access to an exchange investor redressal forum or arbitration mechanism. INDmoney Global (IFSC) Private Limited,Registered office address: Office No. 507, 5th Floor, Pragya II, Block 15-C1, Zone-1, Road No. 11, Processing Area, GIFT SEZ, GIFT City, Gandhinagar – 382355.