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Every reason Broadcom is held for was read against its filing of 10 sep 2026. 1 of 4 moved. Here is what each change was, in the filing’s own words.
A filing arrived. Every reason this company is held for was checked against it, one at a time, and this is what the document did to each one that changed.
Broadcom (AVGO) is held for 4 reasons. The 10-Q filed 10 sep 2026 was read against every one of them.
Broadcom (AVGO) — scarcity asset · now moved
“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026”
— Broadcom, 10-Q, 0001730168-26-000054 — read it on EDGAR
“Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 50% and 46% of our net revenue for the fiscal quarter and three fiscal quarters ended August 2, 2026”
— Broadcom, 10-Q, 0001730168-26-000080 — read it on EDGAR
Teniq's reading: The disclosed revenue concentration from the single distributor customer increased from 42% to 50% for the most recent fiscal quarter.
“aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026”
— Broadcom, 10-Q, 0001730168-26-000054 — read it on EDGAR
“aggregate sales to our top five end customers, through all channels, accounted for approximately 55% and 50% of our net revenue for the fiscal quarter and three fiscal quarters ended August 2, 2026”
— Broadcom, 10-Q, 0001730168-26-000080 — read it on EDGAR
Teniq's reading: The disclosed revenue concentration from the top five end customers increased from approximately 45% to approximately 55% for the most recent fiscal quarter.
Nothing above is a recommendation and no price appears in it. We read the filings, write down the reasons a company is held, and report what each new one did to them. The full argument, with the sentence behind every reason, is on the company’s own page.
Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 42% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026
Direct sales to one semiconductor solutions customer, which is a distributor, accounted for 50% and 46% of our net revenue for the fiscal quarter and three fiscal quarters ended August 2, 2026
aggregate sales to our top five end customers, through all channels, accounted for approximately 45% of our net revenue for each of the fiscal quarter and two fiscal quarters ended May 3, 2026
aggregate sales to our top five end customers, through all channels, accounted for approximately 55% and 50% of our net revenue for the fiscal quarter and three fiscal quarters ended August 2, 2026
Every line above traces to a filing. Each company’s full argument, with the sentence behind every reason, is on its own page — or run the same query on the index.