Earnings call transcript: Broadcom Q4 2025 earnings beat expectations

Broadcom's shares experienced a significant decline of 5% despite the company reporting record revenue growth, driven by rising demand for chips essential for data centers powering artificial intelligence models. The revenue forecast for the upcoming fiscal first quarter is approximately $19.1 billion, exceeding analysts' expectations.

Broadcom has announced a strong revenue forecast of approximately $19.1 billion for the fiscal first quarter, surpassing analysts' expectations of $18.5 billion. This growth is attributed to increased demand for AI data center equipment, positioning Broadcom as a competitive player against Nvidia in the AI market.

Broadcom's shares fell by 5% as concerns over margins and the financial stability of OpenAI overshadowed a strong fourth-quarter performance. The company reported a revenue forecast of approximately $19.1 billion, exceeding analysts' expectations, yet the market reacted negatively due to external pressures.

Broadcom reported earnings that exceeded expectations by $0.08, with revenue surpassing estimates, reflecting strong performance in the technology sector. The company has forecasted approximately $19.1 billion in revenue for the upcoming fiscal first quarter, driven by heightened demand for AI data center equipment.