$AVGO AI revenue guidance came in above expectations, erasing the after-hours decline. FY27: $115B (+98% y/y), FY28: $230B (+100% y/y) The FY28 AI revenue figure in particular sits 15% above the most bullish sell-side estimate. Like Nvidia's FY27 revenue guidance (+70% y/y vs. 44% consensus), this points to earnings visibility running well ahead of consensus.
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