[{"data":1,"prerenderedAt":228},["ShallowReactive",2],{"triple-beat-AVGO":3,"og-beat-monitoring-AVGO":227},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":173,"highlightQuarter":128,"highlightDescription":183,"sources":184,"latestStock":224},"AVGO","Broadcom","Broadcom Inc.（AVGO）はAI向けカスタムASIC（XPU）とAIネットワーキング半導体の設計大手で、Google TPU等を製造受託する。2023年のVMware買収で得たインフラソフトウェアと半導体の2本柱。AI半導体売上はFY25 Q1の$4.1B→FY26 Q1の$8.4B（YoY+106%）へ加速し、次Q（Q2 FY26）ガイドではAI半導体$10.7B（約+140%）を提示。18か月で約$73Bのバックログを抱え、CEO Hock Tanは2027年にチップのみでAI売上$100B超の『line of sight』を表明した。AI成長期待は厚くガイダンスのレイズも続く一方、売上・EPSのヘッドラインのビート幅は+0〜3%と小さく、株価反応も一様でない（Q4 FY25はビートでも翌日-11.4%）。Micron/NVDAのように評価軸が完全に切り替わった『構造転換済み』と断じるにはまだ早く、ビート継続・成長期待として観察する段階。株価は2025/3のQ1決算反応後の約$195から2026/5には$447へ約2.3倍、時価総額は約$2.1T。","EPS ($, 非GAAP 希薄化後)","次Q売上ガイド (midpoint, $B)","株価反応 ($)",[11,34,56,78,100,127,157],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q1 FY25","2025/3/6","AI半導体売上$4.1B（+77%）、売上・EPSともビートで次QのAIガイドも$4.4Bへ。翌日+8.6%",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$14.92 B","$14.61 B",2.1,25,{"actual":21,"consensus":22,"beatPct":23},"$1.60","$1.49",7.4,{"revenue":25,"eps":29},{"company":26,"consensus":27,"beatPct":28},"$14.90 B","$14.76 B",0.9,null,{"reportClose":31,"nextClose":32,"changePct":33},"$179.45","$194.96",8.6,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":43,"guidance":47,"stock":52},"Q2 FY25","2025/6/5","売上は四半期最高もコンセンサスにほぼ一致（+0.1%）。AI売上$4.4B（+46%）・次QAIガイド$5.1B。ビート幅薄く翌日-5.0%",{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"$15.00 B","$14.99 B",0.1,20,{"actual":44,"consensus":45,"beatPct":46},"$1.58","$1.56",1.3,{"revenue":48,"eps":29},{"company":49,"consensus":50,"beatPct":51},"$15.80 B","$15.70 B",0.6,{"reportClose":53,"nextClose":54,"changePct":55},"$259.93","$246.93",-5,{"quarter":57,"reportDate":58,"event":59,"revenue":60,"eps":65,"guidance":69,"stock":74},"Q3 FY25","2025/9/4","AI売上$5.2B（+63%）に加速＋新規第4顧客から$10B受注を開示。次Q売上ガイド$17.4B（コンセンサス比+2.2%）で翌日+9.4%",{"actual":61,"consensus":62,"beatPct":63,"yoyPct":64},"$15.95 B","$15.83 B",0.8,22,{"actual":66,"consensus":67,"beatPct":68},"$1.69","$1.65",2.4,{"revenue":70,"eps":29},{"company":71,"consensus":72,"beatPct":73},"$17.40 B","$17.02 B",2.2,{"reportClose":75,"nextClose":76,"changePct":77},"$306.10","$334.89",9.4,{"quarter":79,"reportDate":80,"event":81,"revenue":82,"eps":87,"guidance":91,"stock":96},"Q4 FY25","2025/12/11","売上+3.0%・EPS+4.8%でビート、AI売上$6.5B（+74%）。だがAI混在比率上昇でGM約1pt低下ガイドと割高感が嫌気され翌日-11.4%急落",{"actual":83,"consensus":84,"beatPct":85,"yoyPct":86},"$18.02 B","$17.49 B",3,28,{"actual":88,"consensus":89,"beatPct":90},"$1.95","$1.86",4.8,{"revenue":92,"eps":29},{"company":93,"consensus":94,"beatPct":95},"$19.10 B","$18.30 B",4.4,{"reportClose":97,"nextClose":98,"changePct":99},"$406.37","$359.93",-11.4,{"quarter":101,"reportDate":102,"event":103,"revenue":104,"eps":109,"guidance":113,"stock":118,"aiOutlook":121},"Q1 FY26","2026/3/4","AI売上$8.4B（+106%）と倍増、次QAIガイド$10.7B（約+140%）。CEOが2027年AI売上$100B超の『line of sight』に言及、翌日+4.8%",{"actual":105,"consensus":106,"beatPct":107,"yoyPct":108},"$19.31 B","$19.18 B",0.7,29,{"actual":110,"consensus":111,"beatPct":112},"$2.05","$2.03",1,{"revenue":114,"eps":29},{"company":115,"consensus":116,"beatPct":117},"$22.00 B","$20.56 B",7,{"reportClose":119,"nextClose":120,"changePct":90},"$317.53","$332.77",[122],{"fiscalYear":123,"value":124,"change":125,"note":126},"FY27",">$100B","new","Hock Tan CEO が AI半導体売上 FY27 $100B超の『line of sight』を初めて公式言及",{"quarter":128,"reportDate":129,"event":130,"revenue":131,"eps":136,"guidance":139,"stock":144,"aiOutlook":148},"Q2 FY26","2026/6/4","AI半導体売上$10.8B（+143%）、Q3 FY26売上ガイド$29.4B（事前street比+3.7%・YoY+84%）、うちAI半導体$16B（+200%超）。FY27 AI売上$100B超のテーゼを再確認、AI bookings累計>$30B。ただしバイサイドの最高期待（売上$30B+、AI$11.3B＋）には届かず、6/4 RTH中に事前リークで-12.6%（$479.23→$418.91）、AH終盤は$417前後でstabilize。1日で時価総額約$300B吹き飛んだ",{"actual":132,"consensus":133,"beatPct":134,"yoyPct":135},"$22.19 B","$22.20 B",0,47.9,{"actual":137,"consensus":138,"beatPct":18},"$2.44","$2.39",{"revenue":140,"eps":29},{"company":141,"consensus":142,"beatPct":143},"$29.40 B","$28.35 B",3.7,{"reportClose":145,"nextClose":146,"changePct":147},"$418.91","$417.00",-0.5,[149,154],{"fiscalYear":150,"value":151,"yoyPct":152,"change":125,"note":153},"FY26","$56B",180,"1H FY26 = $19B、2H で約2倍。6 XPU 顧客(Google/Meta/Anthropic/OpenAI+2社)の ramp と FY27 までの供給確保が裏付け",{"fiscalYear":123,"value":124,"change":155,"prevValue":124,"note":156},"reiterated","Q1 FY26 で示した line-of-sight を据え置き。バイサイドは『さらに上方修正』を期待していたため、据え置き＝失望売りの引き金に。10GW+ の AI 演算容量を FY27 出荷予定、FY28 以降も視界に入る",{"quarter":158,"reportDate":159,"isForecast":160,"event":161,"revenue":162,"eps":165,"guidance":167,"stock":172},"Q3 FY26","2026/9/3",true,"2026/9/3 AMC 発表予定。2026/6/22時点のアナリスト予想は当期売上 $29.43 B / 非GAAP EPS $3.24、次Q (4Q 2026) 売上 $34.87 B / EPS $3.87（Koyfin 集約コンセンサス）。",{"actual":163,"consensus":164,"beatPct":29,"yoyPct":29},"n/a","$29.43 B",{"actual":163,"consensus":166,"beatPct":29},"$3.24",{"revenue":168,"eps":170},{"company":163,"consensus":169,"beatPct":29},"$34.93 B",{"company":163,"consensus":171,"beatPct":29},"$3.87",{"reportClose":163,"nextClose":163,"changePct":29},[174,175,176,177,178,179,180,181,182],"Q3 FY26（2026/9/3 発表予定）はアナリスト予想のみ先行入力。当期 売上$29.43 B / EPS$3.24、次Q (4Q 2026) 売上$34.87 B / EPS$3.87 はいずれも 2026/6/22 時点で参照可能な Koyfin 集約コンセンサス。会社ガイダンス・実績・反応は発表後に更新する。","Broadcom は会計年度が11月初旬締め（FY2025 = 2024/11〜2025/11、四半期末は概ね2月初・5月初・8月初・11月初）。四半期は Broadcom 公式命名で『Qx FYyy』表記。reportDate は決算発表日（米国市場引け後）。","実績・会社ガイダンス・AI半導体売上は Broadcom 公式IR / SEC EDGAR 8-K の一次情報。コンセンサスは CNBC(LSEG) を主、Investing.com 等を補助に突き合わせた代表値（±数%の誤差を含む）。株価は Yahoo Finance 日次終値（未調整close）で照合。","guidance の eps は全四半期 n/a（Broadcom は次Q売上＋調整後EBITDAマージンのみガイドし、EPS の会社ガイドを出さない方針）。次Q売上ガイドは会社提示の単一値（midpoint 相当）。","2024年7月に10:1株式分割済み。本表の全四半期（FY25以降）は分割後ベースのため調整不要（率＝ビート率・YoY・騰落率は分割の影響を受けない）。","AI半導体売上は各四半期の event 欄に併記（Broadcom が毎期開示する、ヘッドライン売上の内数）。ガイダンス上振れ率 =（会社の次Q売上ガイド − 発表当時の次Q売上コンセンサス）÷ コンセンサス × 100。","Q1 FY26 の EPS コンセンサスは一部二次ソースが $1.88 / $1.67 と報じたが、LSEG 基準の $2.03 を採用（CNBC 一次読み取り）。これによりビート幅は+1.0%（$1.88採用だと+9%と過大評価になる）。","Q2 FY26（2026/6/4 AMC）の数値は x-search（Grok）で集めた発表直後の複数 X 投稿（@ESB36121 / @DTechtrends / @InvestmentGuru_ / @stockmindsweb / @james_tackett1 ほか）を中央値で集約。Q3 FY26 ガイダンスコンセンサスは street の事前コンセンサス $28〜28.7B 帯の中央値 $28.35B を採用。バイサイド/whisper bar（$30B 超、AI $11.3B 帯）は別途 event 欄に記載。","Q2 FY26 の stock 解釈: 6/4 RTH 中に既に事前リーク/期待調整で -12.59%（6/3 $479.23 → 6/4 $418.91）下げており、6/4 AMC 発表後の AH は @JUST_KAWS / @Hustle2Compound / @electnomics 等の late-evening (≈18:00 ET) 投稿で $417 前後（vs RTH close で約 -0.5%）に stabilize。reportClose=$418.91 / nextClose=$417.00 / changePct=-0.5% は AH 終盤の暫定値。2026-06-05 RTH 終値確定後に上書きする。決算反応の体感は『6/4 RTH 中に大半を織り込み、AH は微減で stabilize』が実態（Q4 FY25 の -11.4% と同じ『良いがバーが極端』パターン）。","注目はQ2 FY26（2026/6/4発表）。Q1 FY26で掲げた『次QAIガイド$10.7B（+140%）』『FY27 AI売上$100B超のline of sight』に対する最初の答え合わせ。実績はAI半導体$10.8B（+143% YoY）でガイドを微超え、Q3 FY26売上ガイド$29.4B（事前street $28.35B比+3.7%、YoY+84%）・うちAI半導体$16B（+200%超）と上方修正、AI bookings累計>$30B、FY27 AI $100B超のテーゼも再確認した。それでもバイサイドの最高期待（売上$30B+・AI $11.3B+）には届かず、6/4 RTH中に事前リークで-12.59%（$479.23→$418.91）下げ、6/4 AMC発表後のAHは$417前後でstabilize（vs RTH closeで-0.5%）、1日で時価総額約$300B吹き飛んだ（6/5 RTH終値確定後に再上書き予定）。Q4 FY25（-11.4%）と同じ『良いがバーが極端』パターンが再来した形で、Micron/NVDA級の構造転換済みと評価軸が切り替わったとまでは言えず、ビート継続・成長期待として『ガイドの上振れ幅』と『AI混在比率上昇下でも粗利が崩れないか』を引き続き見極める段階。AI混在比率上昇によるGM圧迫の懸念は今期も残る。",[185,188,191,194,197,200,203,206,209,212,215,218,221],{"label":186,"url":187},"Broadcom Q1 FY2025 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/0001730168/000173016825000009/avgo-02022025x8kxex99.htm",{"label":189,"url":190},"CNBC: Broadcom AVGO Q1 2025 earnings","https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html",{"label":192,"url":193},"Broadcom Q2 FY2025 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/0001730168/000173016825000061/avgo-05042025x8kxex99.htm",{"label":195,"url":196},"CNBC: Broadcom AVGO Q2 2025 earnings","https://www.cnbc.com/2025/06/05/broadcom-avgo-earnings-report-q2-2025.html",{"label":198,"url":199},"Broadcom Q3 FY2025 8-K (SEC EDGAR, ex99.1)","https://www.sec.gov/Archives/edgar/data/0001730168/000173016825000094/avgo-08032025x8kxex99.htm",{"label":201,"url":202},"CNBC: Broadcom AVGO Q3 2025 earnings","https://www.cnbc.com/2025/09/04/broadcom-avgo-q3-2025-earnings-report.html",{"label":204,"url":205},"CNBC: Broadcom AVGO Q4 2025 earnings (Dec 11, 2025)","https://www.cnbc.com/2025/12/11/broadcom-avgo-q4-earnings-2025.html",{"label":207,"url":208},"CNBC: Broadcom AVGO Q1 2026 earnings (Mar 4, 2026)","https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html",{"label":210,"url":211},"Motley Fool: Why Broadcom Stock Fell in December (Q4反応)","https://www.fool.com/investing/2026/01/08/why-broadcom-stock-fell-141-in-december/",{"label":213,"url":214},"stockanalysis.com AVGO 概要（株価・時価総額）","https://stockanalysis.com/stocks/avgo/",{"label":216,"url":217},"CNBC: Chip stock sell-off after Broadcom guide (Q2 FY26反応)","https://x.com/CNBC/status/2062570024649236806",{"label":219,"url":220},"Reuters Morning Bid: AVGO のレア・ミス報道 (2026-06-04)","https://x.com/Reuters/status/2062532384419901934",{"label":222,"url":223},"x-search 集約: AVGO Q2 FY26 実績・ガイダンス・株価反応の事前/事後コンセンサス","https://x.com/DTechtrends/status/2062617255700230495",{"date":225,"close":226},"2026-06-18","$411.35","https://log.eurekapu.com/og/pages/general/beat-monitoring-AVGO.png?title=AVGO%20Broadcom%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=251efcc283d7e66f",1782528864925]