Broadcom's Growth Engine Downshifts: Q2 Sequential Revenue Rise Barely Registers

Broadcom posted Q2 revenue of $15 billion, up 20% year-over-year, but the quarter-over-quarter gain was just $88 million—a 0.6% sequential increase. That's a sharp slowdown from Q1's 25% annual growth and breaks with historical seasonality when Q2 typically accelerates. For investors betting on sustained AI infrastructure spending, it's a yellow flag: the company's guidance for Q3 implies recovery, but near-term momentum has stalled.