What I’m watching when Broadcom reports fiscal third-quarter results on September 2, 2026 Broadcom is approaching the kind of earnings report that makes reasonable investors behave like unpaid detectives. The company will report fiscal third-quarter 2026 results after the market closes on September 2. Between now and then, I expect analysts to inspect cloud capital-expenditure plans, custom accelerator shipments, networking demand, VMware contract trends, margin assumptions, and possibly the tone of Hock Tan’s breathing. This is what happens when a company becomes one of the market’s most important artificial-intelligence suppliers: excellent execution stops being impressive and becomes the minimum cover charge. I understand the excitement. Broadcom’s latest results were extraordinary. Fiscal second-quarter revenue reached $22.2 billion, up 48% from a year earlier. AI semiconductor revenue hit $10.8 billion, an increase of 143%. Adjusted EBITDA was $15.2 billion, or 69% of revenue. Fre...