博通 2026年季度报告

FORM 10-Q (MARK ONE) Broadcom Inc. Indicate by check mark whether the registrant (1)hasfiled all reports required to befiled by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12months (or for such shorter period that the registrant was required tofile such reports), Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuantto Rule405 of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant Indicate by check mark whether the registrant is a large acceleratedfiler, an acceleratedfiler, a non-acceleratedfiler, a smaller reportingcompany, or an emerging growth company. See the definitions of “large acceleratedfiler,” “acceleratedfiler,” “smaller reporting Large acceleratedfilerAcceleratedfiler☐Non-acceleratedfiler☐Smaller reportingcompany If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No As of February27, 2026, there were 4,734,668,184 shares of our common stock outstanding. PART I — FINANCIAL INFORMATION BROADCOM INC. NOTES TO UNAUDITED CONDENSED CONSOLIDATED FINANCIAL STATEMENTS 1. Overview, Basis of Presentation and Significant Accounting Policies Overview Broadcom Inc. (“Broadcom”), a Delaware corporation, is a global technology leader that designs, develops and supplies a broadrange of semiconductor and semiconductor-based solutions and infrastructure software solutions. Our semiconductor andsemiconductor-based solutions include a broad portfolio of complex digital and mixed signal devices based on silicon wafers withcomplementary metal oxide semiconductor transistors, III-V based devices, network interface cards and other modules, switches,subsystems and, in some cases, racks. Our solutions are used in a wide array of environments, end products and applications, such asenterprise and artificial intelligence (“AI”) data centers, servers and networking and connectivity equipment, as well as storage systems,home connectivity devices, set-top boxes, broadband access, telecommunication equipment, wireless devices and base stations, factoryautomation, power generation and alternative energy systems, and electronic displays. Our infrastructure software solutions helpenterprises simplify their information technology (“IT”) environments. Our customers rely on our infrastructure and security software Basis of Presentation We operate on a 52- or 53-weekfiscal year ending on the Sunday closest to October 31. Ourfiscal years ending November1, 2026(“fiscal year 2026”) and November2, 2025 (“fiscal year 2025”) are both 52-weekfiscal years. The accompanying condensed consolidatedfinancial statements include the accounts of Broadcom and its subsidiaries, and havebeen prepared in accordance with generally accepted accounting principles in the United States (“GAAP”) for interimfinancialinformation. Thefinancial information included herein is unaudited, and reflects all adjustments which are, in the opinion of ourmanagement, of a normal recurring nature and necessary for a fair statement of the results for the periods presented. The November2,2025 condensed consolidated balance sheet data were derived from Broadcom’s audited consolidatedfinancial statements included in Certain prior period amounts reported in our condensed consolidated statements of operations have been reclassified to conformto the current period presentation. See Note 2. “Revenue from Contracts with Customers” for additional information. Significant Accounting Policies Use of estimates.The preparation of condensed consolidatedfinancial statements in conformity with GAAP requires managementto make estimates and assumptions that affect the reported amounts of assets and liabilities and disclosure of contingent assets andliabilities at the date of the condensed consolidatedfinancial statements and the reported amounts of revenues and expenses during 2. Revenue from Contracts with Customers We account for a contract with a customer when both parties have approved the contract and are committed to perform theirrespective obligations, each party’s rights can be identified, payment terms can be identified, the contract has commercial substance,and it is probable that we will collect substantially all of the consideration to which we are entitled. Revenue is recognized when, or as, Reclassifications to Condensed Consolidated Statements of Operations For software arrangements without termination for convenience provisions, we recognize revenue for the license portion of theagreements upfront upon transfer of control to the customer, referred to as upfron