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Source document· April 3, 2026

Broadcom Inc. (AVGO) Down 5.5% Since Last Earnings Report: Can It Rebound?

View original at finance.yahoo.com
Broadcom Inc. (AVGO) Down 5.5% Since Last Earnings Report: Can It Rebound? A month has gone by since the last earnings report for Broadcom Inc…
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  • Non-AI revenues were flat year over year to $4.1 billion

    60% confidence

  • Bookings continue to be strong, and total contract value booked in the fiscal first quarter exceeded $9.2 billion

    60% confidence

  • AI revenues surged 106% year over year

    60% confidence

  • AI networking revenues grew 60% year over year and represented one-third of AI revenues

    60% confidence
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What we're seeing
AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
We flag conflicts openly ›
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