Catalyst Event
Broadcom Inc (AVGO) · Earnings Release
From Akros U.S. AI Semiconductor Top 3 Plus Index (AUAIST3P)
6/3/2026, 12:00:00 AM
Broadcom reported record Q2 2026 revenue of $22.2B (up 48% YoY) and AI semiconductor revenue of $10.8B (up 143% YoY). However, Q3 AI revenue guidance of $16B fell short of analyst estimates of ~$17.2B, causing the stock to drop over 20% in the following days.
Korean Translation
2026년 2분기 매출이 전년 동기 대비 48% 증가한 222억 달러, AI 반도체 매출이 143% 증가한 108억 달러로 사상 최대 실적을 기록했다고 발표함. 그러나 3분기 AI 매출 가이던스 160억 달러가 분석가 예상치(약 172억 달러)를 하회하면서 이후 주가가 20% 이상 하락함.
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