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Analysts expect Broadcom to report fiscal second-quarter earnings of $2.32 per share.
UBS lowered its 2026 Anthropic-related revenue estimate for Broadcom to $8 billion from $21 billion.
KEY POINTS
- 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
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