Broadcom Inc. (AVGO) operating KPIs
Close on Oct 30, 2026Market cap $1.56TP/E –Yield 0.72%
Broadcom infrastructure Software Annual Recurring Revenue (ARR) growth (y/y) (%)
Total Contract Value (TCV) booked in Infrastructure Software was $8.2B in Q4 FY24, >$10.4B in Q4 FY25, and >$9.2B in Q1 FY26. VCF adoption among the largest 10,000 customers progressed from ~3,000 (Q2 FY24) to >4,500 (Q4 FY24), ~70% (Q1 FY25), and >87% (Q2 FY25).
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Infrastructure Software Annual Recurring Revenue (ARR) growth (y/y) (%) | Year on year | Source |
|---|---|---|---|---|
| Q3 FY26 | Aug 2, 2026 | 15.0% | – | https://www.fool.com/earnings/call-transcripts/2026/09/09/broadcom-avgo-q3-2026-earnings-call-transcript/ ↗ |
| Q2 FY26 | May 3, 2026 | 17.0% | – | https://www.fool.com/earnings/call-transcripts/2026/06/03/broadcom-avgo-q2-2026-earnings-transcript/ ↗ |
| Q1 FY26 | Feb 1, 2026 | 19.0% | – | https://www.fool.com/earnings/call-transcripts/2026/03/04/broadcom-avgo-q1-2026-earnings-call-transcript/ ↗ |
| Q2 FY23 | Apr 30, 2023 | 2.0% | – | https://www.fool.com/earnings/call-transcripts/2023/06/01/broadcom-avgo-q2-2023-earnings-call-transcript/ ↗ |
| Q1 FY23 | Jan 29, 2023 | 3.0% | – | https://www.fool.com/earnings/call-transcripts/2023/03/02/broadcom-avgo-q1-2023-earnings-call-transcript/ ↗ |
| Q4 FY22 | Oct 30, 2022 | 4.0% | – | https://www.fool.com/earnings/call-transcripts/2022/12/09/broadcom-avgo-q4-2022-earnings-call-transcript/ ↗ |
Breakdown
What makes up infrastructure software annual recurring revenue (arr) growth (y/y)
Cite this data
StockData. (2026). Broadcom Infrastructure Software Annual Recurring Revenue (ARR) growth (y/y) (%), quarterly Q4 FY22–Q3 FY26 [Data set]. Compiled from Broadcom SEC filings and investor materials. https://stockdatahq.com/stocks/avgo/kpis/sw-arr-yoy
See every metric in the Broadcom KPI table. Data updated Oct 25, 2026.