--- 格式版本: 2 标题: "Q2 2026 Broadcom Company Overview" 原文链接: "https://investors.broadcom.com/static-files/602c2fd3-89a0-436f-b638-4890f20feda7" 发布日期: "2026-06-15" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "manual" 发布时间证据: "正文中明确标注了发布时间“Published Time: Mon, 15 Jun 2026 23:19:08 GMT”，且位于标题附近，符合发布时间优先级。其他候选日期均为正文中提及的事件或引用日期…" 发布时间校准原因: "正文中明确标注了发布时间“Published Time: Mon, 15 Jun 2026 23:19:08 GMT”，且位于标题附近，符合发布时间优先级。其他候选日期均为正文中提及的事件或引用日期…" 发布时间校准置信度: "manual-confirmed" 发布时间候选数量: 0 发布时间严格候选数量: 0 发布时间原页读取状态: "manual" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-14T09:21:29+08:00" 发布时间仲裁状态: "manual" 发布时间仲裁尝试次数: 0 发布时间仲裁耗时毫秒: 0 发现时间: "2026-08-13T18:24:33+08:00" 入库时间: "2026-08-13T10:33:42.998Z" 来源平台: "Broadcom Investor News 搜索" 搜索渠道: "source_template" 搜索词: "https://investors.broadcom.com/?s=AI" 匹配关键词: - "AI" - "XPU" - "delivery" - "deployment" - "performance" 相关厂家: - "Broadcom" 相关专家: [] 内容类型: "网页" 抓取工具: "Jina Reader" 清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取" 原始附件: [] AI质检状态: "评分失败" AI评分尝试次数: 1 AI评分错误类型: "service_error" AI评分错误: "LLM call failed; tried model chain: ali-deepseek-v4-flash -> tx-deepseek-v4-flash | Model ali-deepseek-v4-flash failed 500: {\"error\":{\"code\":\"\",\"message\":\"Database error, please contact the administrator (request id: 202608131033471682193528268d9d6S3E2sxum)\",\"type\":\"new_api_error\"}} | Model tx-deepseek-v4-flash failed 500: {\"error\":{\"code\":\"\",\"message\":\"Database error, please contact the administrator (request id: 202608131033479092847808268d9d6FIgNKZS4)\",\"type\":\"new_api_error\"}}" AI评分开始时间: "2026-08-13T10:33:43.007Z" AI评分结束时间: "2026-08-13T10:33:48.044Z" 采集批次: "2026年8月13日18点24分27秒" 采集批次ID: "20260813-182427-1564e572" 去重键: "https://investors.broadcom.com/static-files/602c2fd3-89a0-436f-b638-4890f20feda7" --- Title: Q2 2026 Broadcom Company Overview URL Source: https://investors.broadcom.com/static-files/602c2fd3-89a0-436f-b638-4890f20feda7 Published Time: Mon, 15 Jun 2026 23:19:08 GMT Number of Pages: 22 Markdown Content: 1 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. # Broadcom Inc. # Company Overview June 2026 2 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. ## Safe Harbor Statement This presentation contains forward-looking statements (including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the United States Securities Act of 1933, as amended) which are based on current expectations and beliefs of the management of Broadcom, as well as assumptions made by, and information currently available to, such management, current market trends and market conditions and involve risks and uncertainties, many of which are outside Broadcom’s and management’s control, and which may cause actual results to differ ma terially from those contained in forward-looking statements. Accordingly, you should not place undue reliance on such statements. Broadcom’s filings with the SEC, which you may obtain for free at the SEC’s website at https://www.sec.gov , and the cautionary notes regarding forward-looking statements in its press release dated June 3, 2026, discuss some of the important risk factors that may affect Broadcom’s for ward-looking statements, business, results of operations and financial condition. Actual results may vary from the estimates provided or implied. Broadcom undertakes no intent or obligation to publicly update or revise any of the estimates and other forward-looking statements made in this presentation, whether as a result of new information, future events or otherwise, except as required by law. Broadcom uses certain non-GAAP measures in this presentation including non-GAAP gross margin, non-GAAP adjusted EBITDA and non-GAAP free cash flow. Broadcom believes non-GAAP financial information provides additional insight into Broadcom’s ongoing performance. The non -GAAP measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. A reconciliation between GAAP and non-GAAP financial data is included in the Appendix. 3 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. 24 Category -Leading Semiconductor and Infrastructure Software Divisions ## Broadcom at a Glance Providing Market-Leading Semiconductor and Software Technologies for Mission Critical Infrastructure FY25 net revenue of # $63.9B # $11.0B investment in R&D in FY25 Broad IP Portfolio with # ~18,000 patents 4 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. $1.4 $1.5 $1.5 $1.7 $1.5 $2.1 $2.3 $2.4 $2.5 $4.3 $6.8 $13.2 $17.6 $20.8 $22.6 $23.9 $27.5 $33.2 $35.8 $51.6 $63.9 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 ## Growth Through Acquisition and Innovation Net Revenue* ($ in billions) Est. 1991 Est. 1960 Est. 1981 Est. 2007 IPO Est. 1998 Est. 1982 Enterprise Security Est. 1976 Est. 1995 * FY05 represents predecessor net revenue from Semiconductor Products Group of Agilent Technologies, Inc. reported on Form S-1 filed by Avago Technologies Limited with the Securities and Exchange Commission on August 21, 2008. FY06 through FY15 represents Avago Technologies Limited historical net revenue. FY16 represents combined full year Avago Technologies Limited net revenue and contributions from the acquired Broadcom Corporation business with effect from February 1, 2016. FY17 represents Broadcom Limited historical net revenue. Broadcom Inc. is the successor to Broadcom Limited effective April 4, 2018. Net revenue amounts between FY05 and FY18 are reported under Accounting Standards Codification ("ASC") 605, Revenue Recognition. Net revenue amounts beginning in FY19 are reported under ASC 606, Revenue from Contracts with Customers. 5 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. ## Fiscal Year 2025 Revenue # $63.9B AI XPU & AI Networking Broadband Industrial Networking/Connectivity Server/Storage Wireless Cybersecurity Enterprise Software Fibre Channel Networking Mainframe Software Private Cloud ## Infrastructure ## Software ## Semiconductor Solutions 6 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Enterprise Hyperscale Data Center Service Provider S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # AI ## Open, Scalable, ## Power-Efficient Solutions ## for Data Center • DSP • Ethernet • Optical Interconnect • PCIe • Physical Layer • SerDes • XPU 7 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Connected Devices Customer Premise Service Provider S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # Broadband ## End-to-End ## Solutions • Cable Modem/DOCSIS • DSL • PON • Set-top Box (Satellite, Cable, IPTV) • Wi-Fi Router 8 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Factory Automation Renewable Energy Automotive Electronics S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # Industrial ## Automation, ## Renewable & Automotive • Ethernet Connectivity • Fiber Optics • LED Solutions • Motion Control Encoders • Optical Isolation • Optical Sensors 9 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # Networking ## High- ## Performance Connectivity • DSP • Optical Interconnect • Physical Layer Enterprise Hyperscale Data Center Service Provider • Routing • Switching • XPU 10 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # Server/ # Storage # Connectivity ## On-Premise and ## Cloud • Fibre Channel HBAs • PCIe • RAID Adapters Enterprise Hyperscale Data Center • SSD/HDD Controllers/Preamp 11 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. S E M I C O N D U C TO R S O L U T I O N S M AR K E T S # Wireless ## Mobile Device ## Connectivity • GNSS • Inductive Charging • Optical Sensing Smartphone Solutions Wireless Connectivity • RF Front End Filters & Modules • Touch Controller • Wi-Fi/Bluetooth Combo 12 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. M AR K E T S # Cybersecurity ## Scalable ## Protection, Detection & ## Response I N F R AS T R U C T U R E S O F T WAR E Device Enterprise Hyperscale Data Center • Endpoint Security • Identity & Access Management • Information Security • Mainframe Security • Network Security • Payment Security 13 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. M AR K E T S # Enterprise # Software ## Digital-First ## Solutions I N F R AS T R U C T U R E S O F T WAR E • AIOps and Observability • API Management • Application Development • Continuous Delivery • Enterprise Automation Digital Transformation Enterprise • Fibre Channel Networking • Network Observability • Service Management • Value Stream Management > 1010 > 0110 14 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. M AR K E T S # Mainframe # Software ## Enterprise-Class ## Solutions I N F R AS T R U C T U R E S O F T WAR E • AIOps & Automation • Beyond Code • Cybersecurity & Compliance • Database & Data Management Application Development & Deployment System Infrastructure Software • DevX & DevOps • Foundational & Open Mainframe 15 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. • App & Data Platform Services • Application Networking & Security • VMware Cloud Foundation Edge Enterprise Hyperscale Data Center Service Provider (Cloud & Telco) M AR K E T S # Private # Cloud ## Agile, Resilient & ## Cost Efficient I N F R AS T R U C T U R E S O F T WAR E • Disaster & Ransomware Recovery • Private AI 16 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. ## Financial Snapshot* Net Revenue $27,450 $33,203 $35,819 $51,574 $63,887 FY21 FY22 FY23 FY24 FY25 Gross Margin (Non-GAAP) 74.5% 75.6% 74.7% 76.5% 78.6% FY21 FY22 FY23 FY24 FY25 Adjusted EBITDA (Non-GAAP) $16,571 $21,029 $23,213 $31,897 $43,004 FY21 FY22 FY23 FY24 FY25 Free Cash Flow (Non-GAAP) $13,321 $16,312 $17,633 $19,414 $26,914 FY21 FY22 FY23 FY24 FY25 ($ in millions) (% of Net Revenue) ($ in millions) * Non-GAAP results reflect adjustments to the items presented in the GAAP to Non-GAAP Reconciliation in the Appendix, as described in the respective captions. ($ in millions) 17 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. ## Growing Common Stock Dividend* Since FY11 $0.044 $0.102 $0.175 $0.265 $0.325 $0.360 $0.410 $0.460 $0.525 $0.590 $0.650 $0.049 $0.102 $0.175 $0.265 $0.325 $0.360 $0.410 $0.460 $0.525 $0.590 $0.650 $0.050 $0.102 $0.175 $0.265 $0.325 $0.360 $0.410 $0.460 $0.525 $0.590 $0.650 $0.051 $0.102 $0.175 $0.265 $0.325 $0.360 $0.410 $0.460 $0.530 $0.590 $0.650 [F] $0.194 $0.408 $0.700 $1.060 $1.300 $1.440 $1.640 $1.840 $2.105 $2.360 $2.600 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Q4 Q3 Q2 Q1 * Q1 FY16 represents historical results for Avago Technologies Limited. The remainder of FY16, FY17 and FY18 through April 4, 2018 represent historical results for Broadcom Limited, and all subsequent periods represent historical results of Broadcom Inc. as successor to Broadcom Limited. Broadcom fiscal year ends on or about October 31. On July 12, 2024, Broadcom completed a ten-for-one forward stock split. All per-share amounts presented reflect the stock split. [F] Forecast dividend payments. Future dividend payments are subject to quarterly review and approval by Broadcom’s Board of Directors. 18 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Mark Brazeal Chief Legal and Corporate Affairs Officer Alan Davidson Chief Information Officer Charlie Kawwas, Ph.D. President, Semiconductor Solutions Group Yuan Xing Lee, Ph.D. VP, Central Engineering Ivy Pong VP, Global Taxation Joan Stone VP, Corporate Marketing Amie Thuener CFO and General Accounting Officer Jill Turner VP, Human Resources Ram Velaga President, Infrastructure Software Group ## Corporate Leadership Hock E. Tan President and CEO 19 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. ## Well Positioned for the Future ## Technology Leadership in Semiconductor and Infrastructure Software Solutions Extensive Portfolio of Innovative and ## Differentiated Products Robust Business and Financial Models Driving ## Diversified and ## Sustainable Revenue 20 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. 21 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. # Appendix 22 Copyright © 2026 Broadcom. All Rights Reserved. The term “Broadcom” refers to Broadcom Inc. and/or its subsidiaries. FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 Net Revenue 27,450 $ 33,203 $ 35,819 $ 51,574 $ 63,887 $Non-GAAP Gross Margin 20,443 $ 25,107 $ 26,757 $ 39,459 $ 50,245 $ SBC - COGS (143) (147) (210) (664) (844) Amortization of acquisition-related intangibles (3,427) (2,847) (1,853) (6,023) (6,031) Restructuring charges (17) (5) (4) (254) (76) Acquisition-related costs (12) (13) - (9) - GAAP Gross Margin 16,844 $ 22,095 $ 24,690 $ 32,509 $ 43,294 $Non-GAAP Operating Income 15,912 $ 20,294 $ 22,125 $ 30,736 $ 41,997 $ SBC - R&D (1,199) (1,048) (1,513) (3,460) (5,020) SBC - SG&A (362) (338) (448) (1,546) (1,704) Amortization of acquisition-related intangibles (1,976) (1,512) (1,394) (3,244) (2,031) Acquisition-related costs (108) (102) (252) (540) (216) Restructuring, asset impairment and disposal charges (148) (57) (244) (1,533) (591) Litigation settlement (1) - - - - Non-GAAP/GAAP Gross Margin Difference (3,599) (3,012) (2,067) (6,950) (6,951) GAAP Operating Income 8,519 $ 14,225 $ 16,207 $ 13,463 $ 25,484 $Non-GAAP Net Income 12,578 $ 16,526 $ 18,378 $ 23,733 $ 33,728 $ Gains (Losses) on investments 99 (169) 11 (12) (17) Loss on extinguishment of debt (245) (112) - (157) (138) Loss from discontinued operations, net of income taxes - - - (273) -Non-GAAP tax reconciling adjustments 1,686 1,314 1,610 (123) 5,888 Gain from sale of business 8 5 1 - 163 Other 3 - - - 15 Non-GAAP/GAAP Income from Operations Difference (7,393) (6,069) (5,918) (17,273) (16,513) GAAP Net Income 6,736 $ 11,495 $ 14,082 $ 5,895 $ 23,126 $Non-GAAP diluted shares 4,490 4,394 4,353 4,877 4,943 Non-GAAP adjustment** (199) (162) (81) (99) (90) GAAP diluted shares 4,291 4,232 4,272 4,778 4,853 Adjusted EBITDA 16,571 $ 21,029 $ 23,213 $ 31,897 $ 43,004 $ Interest expense on non-GAAP basis (1,640) (1,625) (1,622) (3,796) (3,072) Provision for income taxes on non-GAAP basis (1,715) (2,253) (2,625) (3,625) (5,491) Depreciation (539) (529) (502) (593) (574) Amortization on non-GAAP basis (99) (96) (86) (150) (139) Non-GAAP Net Income 12,578 $ 16,526 $ 18,378 $ 23,733 $ 33,728 $Net cash provided by operating activities 13,764 $ 16,736 $ 18,085 $ 19,962 $ 27,537 $ Purchases of property, plant and equipment (443) (424) (452) (548) (623) Free cash flow*** 13,321 $ 16,312 $ 17,633 $ 19,414 $ 26,914 $ ## GAAP to Non-GAAP Reconciliation – Annual* * Non-GAAP results reflect adjustments to the items presented in the table, as described in the respective captions. On July 12, 2024, Broadcom completed a ten-for-one forward stock split. All share amounts presented reflect the stock split. ** The non-GAAP adjustment for diluted shares excludes the impact of unrecognized stock-based compensation expense expected to be incurred in future periods, which would otherwise be assumed to be used to repurchase shares under the GAAP treasury stock method. For FY21 through FY22, the non-GAAP adjustment for diluted shares includes the impact of the mandatory convertible preferred stock, which was antidilutive on a GAAP basis. *** Free cash flow measures do not represent the residual cash flow available for discretionary expenditures and does not imply tha t stockholders have any right to such cash. Broadcom’s free cash flow may not be calculated in a manner comparable to similarly named measures used by other companies. (In millions)