Every material Form 8-K Broadcom has filed with the SEC since December 11, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Broadcom said financial partners took on part of certain agreements to buy AI racks built on its custom accelerators, along with related customer leases. The company is providing residual value support to a newly formed special purpose vehicle, with maximum potential liability of approximately $43 billion on an undiscounted basis once the racks are deployed. Shareholders face a large contingent obligation, which the company says it views as having a low probability of occurring.
Arrangement dated October 26, 2026, with financial partners taking on a portion of AI rack purchase agreements and related customer leases
Residual value support provided to a newly formed special purpose vehicle called the Backstop
Maximum potential liability of approximately $43 billion, undiscounted, upon deployment of the AI racks
Potential liability equals the difference between 72.5% of outstanding lease amounts and the value of the racks sold
Broadcom reported unaudited third-quarter fiscal 2026 results for the quarter ended August 2, 2026, with revenue of $29.6 billion, up 86% from a year earlier, and GAAP diluted EPS of $2.68, up from $0.85. The company guided fourth-quarter revenue to approximately $34.8 billion, up 93% year over year, and declared a $0.65 per share quarterly dividend, which shareholders of record on September 21, 2026 will receive on September 30, 2026.
Q3 net revenue $29.6 billion, up 86% year over year; AI semiconductor revenue $16.7 billion, up 221%
GAAP net income $13.1 billion and diluted EPS $2.68 vs. $0.85 a year earlier; non-GAAP diluted EPS $3.32
Q3 free cash flow $13.7 billion; cash and cash equivalents $24.0 billion at quarter end
Q4 revenue guidance about $34.8 billion; quarterly dividend $0.65 per share payable September 30, 2026
Broadcom and Apple agreed to extend their long-standing technology collaboration through 2031 under new multi-year agreements. Broadcom will develop and supply custom ASIC silicon products for multiple generations of Apple products, but the filing does not disclose financial terms.
Agreements extend the Broadcom-Apple collaboration through 2031.
Broadcom will develop and supply a range of custom ASIC silicon products for multiple generations of Apple products.
The filing gives no dollar value, revenue estimate or contract length beyond the 2031 timeframe.
Broadcom said its cash tender offers for certain senior notes expired on June 17, 2026, and raised the aggregate purchase cap from $2.5 billion to $3.0 billion. About $5.5 billion of notes were tendered, and about $2.9 billion was accepted for purchase, all from the 4.926% notes due 2037 and the 4.900% notes due 2038.
Consideration cap raised from $2.5 billion to $3.0 billion, excluding accrued coupon payments.
About $5.5 billion of notes were validly tendered by the June 17, 2026 expiration; about $2.9 billion was accepted.
Accepted: $1,843,836,000 of 4.926% notes due 2037 at $982.01 per $1,000 principal, and $1,050,537,000 of 4.900% notes due 2038 at $970.29 per $1,000.
Initial settlement is expected June 18, 2026; guaranteed delivery settlement is expected June 23, 2026.
Broadcom announced cash tender offers to buy back certain of its outstanding senior notes, with an aggregate purchase price cap of $2.5 billion, excluding accrued coupon payments. The filing describes a debt repurchase program and does not report any financial results, so it gives no direct read on the company's operating performance.
Offers cover six series of senior notes, with the Consideration Cap Amount set at $2.5 billion, which Broadcom may increase but is not obligated to
Offers expire at 5:00 p.m. New York City time on June 17, 2026, unless extended; initial settlement is expected June 18, 2026
Dealer managers are Barclays Capital Inc. and Citigroup Global Markets Inc.; D.F. King & Co., Inc. is the tender agent
Broadcom reported unaudited second-quarter fiscal 2026 results for the quarter ended May 3, 2026, with net revenue of $22,187 million, up 48% from the prior year, and GAAP net income of $9,310 million, up 88%. The company guided third-quarter revenue to approximately $29.4 billion, an 84% increase from the prior year period, and declared a quarterly dividend of $0.65 per share.
Q2 non-GAAP diluted EPS was $2.44, up 54%; GAAP diluted EPS was $1.91, up 85%
Q2 free cash flow was $10,262 million, or 46% of revenue
Q3 fiscal 2026 revenue guidance is approximately $29.4 billion; non-GAAP operating income guidance is about 67% of projected revenue
Quarterly dividend of $0.65 per share is payable June 30, 2026, to holders of record on June 22, 2026
Broadcom disclosed agreements with Google to develop and supply custom Tensor Processing Units for future Google TPU generations and to supply networking and other components for Google's next-generation AI racks through 2031. Broadcom, Google and Anthropic also expanded their strategic collaboration, with Anthropic set to access about 3.5 gigawatts of TPU-based AI compute through Broadcom starting in 2027. The filing gives no dollar values, and it notes that Anthropic's consumption depends on its continued commercial success.
Long Term Agreement: Broadcom to develop and supply custom TPUs for Google's future generations of TPUs
Supply Assurance Agreement: networking and other components for Google's next-generation AI racks through 2031
Anthropic to access about 3.5 gigawatts through Broadcom beginning in 2027; parties are in discussions with operational and financial partners
Broadcom said Chief Financial Officer Kirsten Spears will retire and resign as CFO and Chief Accounting Officer effective June 12, 2026. The board appointed Amie Thuener, previously Vice President, Corporate Controller and Chief Accounting Officer at Alphabet, to succeed her, with Thuener expected to join on May 4, 2026.
Kirsten M. Spears retires as CFO and Chief Accounting Officer effective June 12, 2026; she will consult for the company until March 15, 2027
Amie Thuener, age 51, to become CFO effective June 12, 2026, with a $700,000 base salary and a 100% target bonus
Thuener receives a $1,000,000 sign-on cash bonus and expected grants of 50,000 RSUs and 50,000 PSUs at target on June 15, 2026
Broadcom reported first-quarter fiscal 2026 revenue of $19.3 billion, up 29% from a year earlier, with GAAP diluted EPS of $1.50 versus $1.14 and non-GAAP diluted EPS of $2.05 versus $1.60. It guided second-quarter revenue to about $22.0 billion, up 47% year over year, and announced a $0.65 quarterly dividend and a new $10 billion share repurchase program, which together signal continued revenue growth and plans to return cash to shareholders.
Q1 AI semiconductor revenue was $8.4 billion, up 106% year over year, per CEO Hock Tan
GAAP net income was $7.3 billion, up 34% from $5.5 billion; non-GAAP net income was $10.2 billion
Quarterly dividend of $0.65 per share is payable March 31, 2026, to holders of record on March 23, 2026
New $10 billion share repurchase program runs through December 31, 2026
Broadcom director Eddy W. Hartenstein will retire from the Board at the conclusion of his term at the 2026 annual meeting, after offering his resignation upon reaching age 75 under the company's Corporate Governance Guidelines. The filing states the retirement is not due to any disagreement with Broadcom, and the Board will shrink to eight members at that meeting.
Eddy W. Hartenstein's retirement takes effect at Broadcom's 2026 annual meeting of stockholders
Retirement follows his resignation upon reaching age 75, per Broadcom's Corporate Governance Guidelines
Board size will be reduced to eight members at the Annual Meeting
Filing states no disagreement with Broadcom led to the retirement
Broadcom agreed on January 6, 2026 to sell $4.5 billion of senior unsecured notes in four tranches maturing 2031 to 2056, with the final terms filed January 8. The company plans to use the proceeds for general corporate purposes and debt repayment, including redeeming about $4 billion of notes from its own and VMware's older issues in January and February 2026.
Four tranches: $750 million 4.300% notes due 2031, $1.25 billion 4.600% due 2033, $1.25 billion 4.950% due 2036, and $1.25 billion 5.700% due 2056
Redemptions: $1,118,175,000 of 4.110% notes on January 22, 2026; $875 million of 4.150% and $757 million of 5.050% notes on January 17, 2026; $1.25 billion of VMware's 3.900% notes on February 6, 2026
Notes are not guaranteed by subsidiaries and are structurally subordinated to subsidiary liabilities
Broadcom reported fourth-quarter fiscal 2025 revenue of $18.0 billion, up 28% from a year earlier, and GAAP net income of $8.5 billion, or $1.74 per diluted share. The company guided first-quarter fiscal 2026 revenue to about $19.1 billion and raised its quarterly dividend 10% to $0.65 per share.
Q4 fiscal 2025 net revenue was $18,015 million, up 28%; GAAP diluted EPS was $1.74 versus $0.90 a year earlier.
Free cash flow was $7,466 million for the quarter; fiscal 2025 free cash flow was $26,914 million.
First-quarter fiscal 2026 revenue guidance is approximately $19.1 billion, an increase of 28% from the prior year period.
Quarterly dividend of $0.65 per share is payable December 31, 2025, to holders of record on December 22, 2025.
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