Broadcom Inc. (NASDAQ: AVGO) beats the Non-GAAP EPS consensus of ~$3.24 per share at Q3 FY2026 earnings (2 September 2026, confirmed by Broadcom press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 25. August 2026
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Predicted for 2. September 2026
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Based on: Historical Cycle
Broadcom reports Q3 FY2026 results on 2 September 2026 after US close. Company revenue guidance: $29.4 billion (84% YoY). AI semiconductor revenue (custom AI ASICs + networking) guided at $16 billion — >200% YoY and >50% of quarterly revenue. Non-GAAP EPS consensus: $3.21–$3.24; GAAP EPS consensus: $2.55. Broadcom has beaten Non-GAAP EPS in eight consecutive quarters. Risk per Seeking Alpha: margin compression from rising custom-AI production costs. Hyperscaler customers Google, Meta and Apple drive order flow. No Polymarket market available; calibration based on historical beat track record and structural AI demand.
Data basis for this prediction
- Broadcom IR: Q3-Ergebnistermin 2.09.2026, Umsatzguidance 29,4 Mrd. USD, KI-Umsatz 16 Mrd. USD (investors.broadcom.com, Stand 25.08.2026)
- TipRanks / moomoo.ca: Non-GAAP EPS-Konsens ~3,24 USD, GAAP-Konsens 2,55 USD – Stand 25.08.2026
- Seeking Alpha: 'Broadcom Q3 Earnings Preview: Continued Margin Contraction' (seekingalpha.com, Stand 25.08.2026)
- Broadcom Q2 FY2026: Umsatz 22,19 Mrd. USD (+48 % YoY), GAAP-Nettogewinn 9,31 Mrd. USD (investors.broadcom.com, Mai 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Broadcom meldete am 2. September 2026 für Q3 FY2026 ein Non-GAAP EPS von 3,32 USD – gegenüber dem Konsens von 3,24 USD, was einem klaren Beat von +0,08 USD entspricht. Der Umsatz lag bei 29,59 Mrd. USD (vs. 29,36 Mrd. Konsens, +86 % YoY). Der KI-Halbleiterumsatz erreichte 16,7 Mrd. USD (+221 % YoY). Die Vorhersage trat damit vollständig ein. Quellen: MarketBeat (marketbeat.com/earnings/reports/2026-9-2-broadcom-inc-stock), Alphastreet (news.alphastreet.com/broadcom-q3-2026-earnings-jump-on-strong-revenue-growth-beat-estimates), CNBC (cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html). Hinweis: Nach dem Ergebnis fielen die Aktien nachbörslich um ~5–6 %, da die Q4-Umsatzguidance (34,8 Mrd. USD) leicht unter den Analystenerwartungen (35,03 Mrd. USD) lag – dies betrifft jedoch nicht die bewertete Vorhersage.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.