Company facts
- Industry
- Semiconductors & Related Devices
- Headquarters
- Palo Alto, California
- Most recent report
- 8-K, filed Oct 27, 2026
- Incorporated
- N/A
- Filings on record
- 999 filings
- On EDGAR
- CIK 1730168
- Fiscal year ends
- November
- Filer status
- Large accelerated filer
Financials 8 of 34
News 8 of 124
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.
- Added new section describing AI XPV platform with $35 billion initial tranche and backstop with up to $29 billion maximum liability.
- Added risk that AI customers may finance through Broadcom's AI XPV platform, creating counterparty credit risk.
Changed
- Cash and cash equivalents grew to $23,975M from $19,628M, an increase of $4,347M.
- No share repurchases in the quarter ended August 2, 2026, after $8,450M in repurchases in the first two fiscal quarters.
- Stock-based compensation for the quarter decreased to $2,019M from $2,322M due to fully vested awards and headcount reduction, reversing prior increases.
- Now says it may enter into long-term capacity commitments with contract manufacturers; prior said it had no such commitments.
- Unallocated expenses decreased 9% for the quarter versus an increase of 4% in the prior period.
- Exhibit 10.1 replaced Transition and Consulting Agreement with Severance Benefit Agreement for Amie Thuener.
- Signatory changed from Kirsten M. Spears to Amie Thuener as CFO.
Removed
- Removed disclosure of backstop agreement with Apollo for AI rack leases, with maximum exposure of $29 billion.
- Removed bullet about timing of software contract termination refunds from operating risks list.
- Removed Exhibit 10.2, Offer Letter dated March 30, 2026, to Amie Thuener.
- Removed Exhibit 4.33, Registration Rights Agreement dated September 30, 2021.
- Removed Exhibit 4.37, Registration Rights Agreement dated April 14, 2022.
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.