Nvidia vs. Broadcom: Comparing Recent Quarterly Revenue Trajectories
Key Points
Nvidia generates a substantially higher and more rapidly accelerating volume of revenue than Broadcom, establishing a clear and growing lead in top-line financial performance over the entirety of the measured timeline.
Examining the long-term historical trajectory reveals that both organizations successfully maintained consecutive, uninterrupted quarter-over-quarter revenue increases without experiencing any sequential pullbacks during the measured reporting periods.
Prospective investors should monitor whether the accelerating revenue trend for both businesses eventually plateaus, or if the overall top-line financial gap between the companies continues to widen in upcoming quarters.
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Nvidia: Sustained Global Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates revenue by designing advanced graphics processors, accelerating computational networking solutions, and providing extensive software ecosystems for personal computing, enterprise workstations, automated automotive systems, and massive data centers globally.
While entering a definitive agreement to acquire Hugging Face, advancing new supercomputing architectures, and dealing with fresh regulatory inquiries regarding its business practices, it reported an operating margin of 66% for the quarter ended July 26, 2026.
Broadcom: Steady Digital Revenue Progress
Broadcom (NASDAQ:AVGO) primarily generates revenue by developing an extensive array of digital and analog semiconductor components, while also supplying critical infrastructure software architectures to telecommunications, data center, and corporate networking clients worldwide.
It expanded its enterprise software footprint through a long-term strategic cloud infrastructure agreement with Standard Chartered, executed a planned executive leadership transition with its Chief Financial Officer, and reported an operating margin of 54% for the quarter ended Aug. 2, 2026.
Why Revenue Matters for Investors
Revenue helps everyday investors understand whether a business is successfully expanding its overall sales volume over time before accounting for any subsequent operational expenses, internal overhead costs, or corporate taxes. This metric helps investors measure a company's overall size, market footprint, and long-term trajectory.
Quarterly Revenue Trends for Nvidia and Broadcom
| Calendar quarter | Nvidia Revenue | Broadcom Revenue |
|---|---|---|
| Q3 2024 | $35.1 billion (quarter ended Oct. 27, 2024) | $14.1 billion (quarter ended Nov. 3, 2024) |
| Q4 2024 | $39.3 billion (quarter ended Jan. 26, 2025) | $14.9 billion (quarter ended Feb. 2, 2025) |
| Q1 2025 | $44.1 billion (quarter ended April 27, 2025) | $15.0 billion (quarter ended May 4, 2025) |
| Q2 2025 | $46.7 billion (quarter ended July 27, 2025) | $16.0 billion (quarter ended Aug. 3, 2025) |
| Q3 2025 | $57.0 billion (quarter ended Oct. 26, 2025) | $18.0 billion (quarter ended Nov. 2, 2025) |
| Q4 2025 | $68.1 billion (quarter ended Jan. 25, 2026) | $19.3 billion (quarter ended Feb. 1, 2026) |
| Q1 2026 | $81.6 billion (quarter ended April 26, 2026) | $22.2 billion (quarter ended May 3, 2026) |
| Q2 2026 | $96.2 billion (quarter ended July 26, 2026) | $29.6 billion (quarter ended Aug. 2, 2026) |
Data source: Company filings. Data as of Sept. 8, 2026.
Foolish Take
The revenue trends for Nvidia and Broadcom reveal both are experiencing accelerated sales growth over time. This expansion is happening on a quarterly basis, demonstrating the unusually strong demand for the solutions offered by these two semiconductor giants.
Both anticipate this trend to continue, thanks to the artificial intelligence boom. Broadcom's sales of $29.6 billion in its fiscal third quarter, ended Aug. 2, was an impressive 86% year-over-year increase, but the company forecasted revenue growth to accelerate to 93% year over year in its fiscal Q4, hitting $34.8 billion.
Nvidia expects to increase sales from $96.2 billion in its fiscal Q2, ended July 26, to about $108 billion in Q3. In fact, the AI chip leader projected 70% year-over-year sales growth in its next fiscal year, and noted this would be higher if not for supply constraints.
These revenue trajectories show no slowdown in AI spending. The semiconductor industry is cyclical, and usually enters a downturn sooner or later. Nvidia may be expanding its role in the AI sector to bolster against this with its recent acquisition of Hugging Face, which deepens its platform reach across the entire artificial intelligence ecosystem.
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Robert Izquierdo has positions in Broadcom and Nvidia. The Motley Fool has positions in and recommends Broadcom and Nvidia. The Motley Fool recommends Standard Chartered Plc. The Motley Fool has a disclosure policy.
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