Company facts
- Industry
- Semiconductors & Related Devices
- Headquarters
- Palo Alto, California
- Most recent report
- 10-Q, filed Sep 10, 2026
- Filings on record
- 998 filings
- On EDGAR
- CIK 1730168
- Fiscal year ends
- November
- Filer status
- Large accelerated filer
Financials 8 of 34
News 8 of 123
Prospectuses and Registrations 8 of 52
- 424B3 Prospectus supplement for an offering Sep 18, 2026
- S-4 Registration statement for a merger or exchange Sep 10, 2026
- 424B3 Prospectus supplement for an offering Jun 17, 2026
- 424B3 Prospectus supplement for an offering Jun 17, 2026
- S-4 Registration statement for a merger or exchange Jun 9, 2026
- S-4 Registration statement for a merger or exchange Jun 9, 2026
- 424B2 Prospectus supplement for an offering Jan 8, 2026
- FWP Free writing prospectus Jan 7, 2026
Proxies 8 of 19
- DEFA14A Extra proxy material Mar 2, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 2, 2026
- DEFA14A Extra proxy material Mar 3, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 3, 2025
- DEFA14A Extra proxy material Feb 26, 2024
- DEF 14A Proxy statement for a shareholder vote Feb 26, 2024
- DEFA14A Extra proxy material Mar 10, 2023
- DEFA14A Extra proxy material Feb 17, 2023
Ownership 8 of 663
- 4 Insider reported a trade Sep 25, 2026
- 144 Notice of a proposed sale of restricted stock Sep 23, 2026
- 144 Notice of a proposed sale of restricted stock Sep 23, 2026
- 144 Notice of a proposed sale of restricted stock Sep 23, 2026
- 4 Insider reported a trade Sep 17, 2026
- 4 Insider reported a trade Sep 17, 2026
- 4 Insider reported a trade Jul 14, 2026
- 4 Insider reported a trade Jul 14, 2026
Other 8 of 107
- EFFECT Notice that a registration became effective Sep 18, 2026
- EFFECT Notice that a registration became effective Jun 17, 2026
- EFFECT Notice that a registration became effective Jun 17, 2026
- SD Conflict minerals disclosure Jun 1, 2026
- ARS Annual report sent to shareholders Mar 2, 2026
- EFFECT Notice that a registration became effective Sep 18, 2025
- EFFECT Notice that a registration became effective Sep 18, 2025
- CORRESP Reply to SEC staff Sep 17, 2025
What to read: Aug 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 1 positive, 5 notable, and 5 negative flags.
Financial Statements (Item 1)
Full financial statements with key growth metrics and large contingent obligations.NotableManagement's Discussion (Item 2)
Revenue +86% to $29.6B; customer concentration 50%; AI XPV backstop $29B.NotableRisk Factors (Item 1A)
Company-specific quantified risks: customer/supplier concentration, high debt.
What changed: Aug 2026 vs. May 2026
About 5% of AVGO's Aug 2026 10-Q is new information. 21 paragraphs were added, 143 changed, and 37 removed. Below are the most important lines SECSift identified.
New
- New backstop agreement for AI racks lease with max $29B liability; customer may issue up to $42B in convertible notes. Item 1
- Added new section describing AI XPV platform with $35 billion initial tranche and backstop with up to $29 billion maximum liability. Item 2
- Added risk that AI customers may finance through Broadcom's AI XPV platform, creating counterparty credit risk. Item 1A
Changed
- Cash and cash equivalents grew to $23,975M from $19,628M, an increase of $4,347M. Item 1
- No share repurchases in the quarter ended August 2, 2026, after $8,450M in repurchases in the first two fiscal quarters. Item 1
- Stock-based compensation for the quarter decreased to $2,019M from $2,322M due to fully vested awards and headcount reduction, reversing prior increases. Item 2
- Now says it may enter into long-term capacity commitments with contract manufacturers; prior said it had no such commitments. Item 1A
- Unallocated expenses decreased 9% for the quarter versus an increase of 4% in the prior period. Item 2
- Exhibit 10.1 replaced Transition and Consulting Agreement with Severance Benefit Agreement for Amie Thuener. Item 6
- Signatory changed from Kirsten M. Spears to Amie Thuener as CFO. Item 6
Removed
- Removed disclosure of backstop agreement with Apollo for AI rack leases, with maximum exposure of $29 billion. Item 5
- Removed bullet about timing of software contract termination refunds from operating risks list. Item 1A
- Removed Exhibit 10.2, Offer Letter dated March 30, 2026, to Amie Thuener. Item 6
- Removed Exhibit 4.33, Registration Rights Agreement dated September 30, 2021. Item 6
- Removed Exhibit 4.37, Registration Rights Agreement dated April 14, 2022. Item 6
Everything here comes from Broadcom Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Sep 10, 2026, from the 10-Q for Aug 2026.