Broadcom [AVGO]
As of 2026-07-29. Nothing on this calendar is invented. Dates the company has confirmed are marked CONFIRMED. Dates inferred from Broadcom's own filing history are marked ESTIMATED with the inference stated. Per the brief, a fabricated catalyst date is worse than an absent calendar.
Broadcom's fiscal year ends on the Sunday closest to 31 October. FY2026 ends 2026-11-01.
| Date | Event | Status | Why it matters |
|---|---|---|---|
| 2026-08-02 | Q3 FY2026 fiscal quarter end | CONFIRMED — stated in the Q2 release ("the third quarter of fiscal year 2026, ending August 2, 2026") | The quarter against which the $29.4bn / $16.0bn AI guide is measured. |
| ~2026-09-03 (±7d) | Q3 FY2026 results and Q4 guide | ESTIMATED | Broadcom has reported Q3 on 2025-09-04, 2024-09-05 and 2023-08-31 — the first Thursday of September. This is the single highest-information event on the calendar: it re-discloses committed RPO, the AI revenue level against a $16.0bn guide, and the largest-distributor share. |
| ~2026-09-10 (±7d) | Q3 FY2026 Form 10-Q | ESTIMATED | Filed 4–7 days after results in each of the last eight quarters. Carries the committed-RPO figure and the customer-concentration percentages, which the press release does not. |
| ~2026-12-10 (±10d) | Q4 and FY2026 results, FY2027 dividend | ESTIMATED | Q4 reported 2025-12-11 and 2024-12-12. Broadcom raised the quarterly dividend 10% to $0.65 alongside the FY2025 Q4 print; the FY2027 rate is set here. |
| ~2026-12-17 (±10d) | FY2026 Form 10-K | ESTIMATED | Filed 2025-12-18 and 2024-12-20. Full-year customer-concentration and receivable-concentration disclosure. |
| ~2026-03-04 (±10d) | Q1 FY2027 results | ESTIMATED | Q1 reported 2026-03-04 and 2025-03-06. |
| 2026-12-31 | Expiry of the current $10bn share-repurchase authorisation | CONFIRMED — Q1 FY26 release: "repurchase up to $10 billion of its common stock through December 31, 2026" | Renewal or non-renewal is a capital-allocation signal. Only $600m was repurchased in Q2 FY26 against $3,092m of dividends. |
| 2027-01-15 | Recommended option expiry | — | 172 days from the analysis date; brackets two earnings prints. |
The thesis rests on one disclosed number: firmly committed remaining performance obligations. It is reported every quarter in the revenue note.
| Reporting date | Committed RPO | % expected within 12 months |
|---|---|---|
| 2025-11-02 (10-K) | $33.3bn | 35% |
| 2026-02-01 (10-Q) | $45.0bn | 33% |
| 2026-05-03 (10-Q) | $164.6bn | 30% |
| ~2026-09-10 (10-Q) | the number that decides the thesis |
Per criteria.md, Catalyst Criteria is MEASURED and blocks nothing — "time works for a long, so a dated
event is not required to own a compounder." Broadcom is the case that illustrates why: the invalidation
arrives on a schedule, in a filing, four times a year.
Named in the filings but not calendared by the company. Listed so they are not mistaken for dated catalysts.