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Newsquawk Daily US Earnings Estimates - 2nd September 2026: AVGO

This is the standard pre-open estimates sheet ahead of a session where Broadcom is the clear focal point, with HPE, NetApp and Snowflake rounding out a heavy after-close technology slate and Brown-Forman the lone consumer name before the bell.

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Newsquawk Daily US Earnings Estimates - 2nd September 2026: AVGO

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S&P 500

Brown-Forman (BF.B) EPS (exp. 0.37), Revenue (exp. 917mln), Next Qtr. EPS (exp. 0.46), Next Qtr. Rev. (exp. 1.05bln), Current FY EPS (exp. 1.70), Current FY Rev. (exp. 3.95bln), Next FY EPS (exp. 1.71), Next FY Rev. (exp. 4.01bln) 13:00BST/08:00EDT

NetApp Inc. (NTAP) EPS (exp. 2.12), Revenue (exp. 1.84bln), Next Qtr. EPS (exp. 2.16), Next Qtr. Rev. (exp. 1.84bln), Current FY EPS (exp. 9.02), Current FY Rev. (exp. 7.54bln), Next FY EPS (exp. 10.03), Next FY Rev. (exp. 7.97bln) 21:00BST/16:00EDT

Hewlett Packard Enterprise Co. (HPE) EPS (exp. 0.93), Revenue (exp. 11.95bln), Next Qtr. EPS (exp. 1.07), Next Qtr. Rev. (exp. 13.01bln), Current FY EPS (exp. 3.44), Current FY Rev. (exp. 45.04bln), Next FY EPS (exp. 4.08), Next FY Rev. (exp. 50.28bln) 21:05BST/16:05EDT

Broadcom Inc. (AVGO) EPS (exp. 3.22), Revenue (exp. 29.24bln), Next Qtr. EPS (exp. 3.84), Next Qtr. Rev. (exp. 34.66bln), Current FY EPS (exp. 11.59), Current FY Rev. (exp. 105.74bln), Next FY EPS (exp. 19.55), Next FY Rev. (exp. 175.47bln) 21:15BST/16:15EDT

Nasdaq 100

Broadcom Inc. (AVGO) EPS (exp. 3.22), Revenue (exp. 29.24bln), Next Qtr. EPS (exp. 3.84), Next Qtr. Rev. (exp. 34.66bln), Current FY EPS (exp. 11.59), Current FY Rev. (exp. 105.74bln), Next FY EPS (exp. 19.55), Next FY Rev. (exp. 175.47bln) 21:15BST/16:15EDT

Other

Snowflake Inc. (SNOW) EPS (exp. 0.45), Revenue (exp. 1.48bln), Next Qtr. EPS (exp. 0.52), Next Qtr. Rev. (exp. 1.57bln), Current FY EPS (exp. 1.93), Current FY Rev. (exp. 6.11bln), Next FY EPS (exp. 2.75), Next FY Rev. (exp. 7.69bln) 21:05BST/16:05EDT

PVH Corp. (PVH) EPS (exp. 3.08), Revenue (exp. 2.09bln), Next Qtr. EPS (exp. 2.99), Next Qtr. Rev. (exp. 2.28bln), Current FY EPS (exp. 12.02), Current FY Rev. (exp. 8.90bln), Next FY EPS (exp. 12.60), Next FY Rev. (exp. 9.05bln) 21:15BST/16:15EDT

Context

Broadcom reports of this kind have historically been two-part events: the print itself matters less than the split between the semiconductor segment, where the custom AI accelerator and networking franchise drives the narrative, and infrastructure software, which has carried the legacy and acquired software base. The tell on these occasions has been guidance, particularly the AI-related revenue trajectory, since the stock's premium multiple has made it sensitive to the forward cadence rather than the quarter just ended, and the current and next fiscal year consensus figures on this sheet frame that bar. The cluster format matters: HPE, NetApp and Snowflake printing in the same window creates a read-across on enterprise and AI infrastructure spending, and cross-currents between them have tended to colour the semis complex into the following session. Brown-Forman ahead of the open is a thinner event, with the usual pattern being attention to spirits demand trends and any tariff or input-cost commentary rather than index-level significance. The practical sequence is an in-line-or-better print with guidance as the swing factor after the close, then peer sympathy or divergence at the next open.

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