Broadcom advances NTT DOCOMO cloud deal for Broadcom stock

Published on 10/21/2026 at 12:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Broadcom added an NTT DOCOMO cloud project on October 19, 2026. Broadcom stock costs EUR 299.93 on October 21, 2026 at a USD 1.6 trillion value.

Cloud expansion and results

Broadcom announced its NTT DOCOMO private-cloud project on October 19, 2026.
Fiscal third-quarter revenue reached USD 29.60 billion, up 86.00 percent year over year.
Broadcom stock trades at EUR 299.93 at 12:04 p.m. CEST at Lang & Schwarz on October 21, 2026.

Geometrisches Bauhaus-Poster mit Kreisen, Linien und dem Schriftzug TECH in Primärfarben — Broadcom Inc. (US11135F1012): geometrisches Bauhaus-Stil-Poster mit kräftigen Formen, Primärfarben und dem großen Schriftzug TECH, Illustration mit AI erstellt.

Broadcom (US11135F1012) announced on October 19, 2026, that it would advance NTT DOCOMO's private cloud with VMware Cloud Foundation, according to Broadcom. The project extends the company's cloud software push while its semiconductor business is benefiting from artificial intelligence infrastructure demand.

Cloud expansion adds software context

The NTT DOCOMO announcement followed Broadcom's October 13, 2026, release of VMware HyperArmor, which the company described as an expansion of security and protection for VMware Cloud Foundation. Both announcements point to a software strategy built around private cloud control, security, and enterprise AI workloads.

That strategy sits beside a much larger semiconductor growth engine. In fiscal third-quarter 2026, Broadcom reported revenue of USD 29.60 billion, up 86.00 percent from the year-earlier period, according to Yahoo Finance. AI semiconductor revenue reached USD 16.70 billion, up 221.00 percent year over year, making the chip business the central growth driver.

What does the guidance imply?

Management guided fiscal fourth-quarter 2026 AI revenue to USD 21.70 billion, up 236.00 percent year over year, while consolidated revenue was projected at USD 34.80 billion, up 93.00 percent. The figures show why the NTT DOCOMO cloud project matters as a complementary software development rather than the primary earnings driver.

Next results date is December 9

Broadcom's next fiscal fourth-quarter and full-year 2026 results are scheduled for December 9, 2026, after the market close, according to Yahoo Finance. That report will test whether the USD 34.80 billion revenue guide and USD 21.70 billion AI revenue guide are translating into delivered growth.

Broadcom stock remains a high-value name

Broadcom's market capitalization stood at USD 1.60 trillion on October 21, 2026. Its Nasdaq-listed shares had a 52-week range of USD 289.96 to USD 495.00, with the current level closer to the lower end than the high, according to MarketBeat's October 21, 2026 market page. The same page identifies Broadcom's ticker as AVGO and its primary exchange as Nasdaq.

Broadcom stock was trading at EUR 299.93 at Lang & Schwarz on October 21, 2026, at 12:04 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Broadcom stock.