# Analysts expect Broadcom to report fiscal second-quarter earnings of $2.32 per share.

*semiconductor · news · 2026-05-19 · Benzinga*

## Key points

- UBS lowered its 2026 Anthropic-related revenue estimate for Broadcom to $8 billion from $21 billion.
- The revised Anthropic deal involves traditional ASICs instead of full AI rack deployments, improving profitability.
- UBS reduced its 2027 AI revenue forecast for Broadcom to $133 billion from $145 billion.
- LSEG and Broadcom signed a new five-year VMware Cloud Foundation agreement to expand multi-cloud deployment.

**Companies:** Broadcom, VMware
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52656761/whats-going-on-with-broadcom-stock-tuesday-3)

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