브로드컴 10-Q 위험요인 변화

이전
The failure to adequately adapt to this new environment or timely procure and deploy necessary mitigation may increase the risk of cybersecurity incidents, which may materially affect our business operations or our fina…

이번
The failure to adequately adapt to this new environment or timely procure and deploy necessary mitigation may increase the risk of cybersecurity incidents, which may materially affect our business operations or our fina…

이전
For the two fiscal quarters ended May 3, 2026, sales to distributors accounted for 56% of our net revenue. We believe aggregate sales, through all channels, to our top five end customers accounted for approximately 45% …

이번
For the three fiscal quarters ended August 2, 2026, sales to distributors accounted for 56% of our net revenue. We believe aggregate sales, through all channels, to our top five end customers accounted for approximately…

이전
We may be required to indemnify our customers or purchasers for third-party IP infringement claims, including costs to defend those claims, and payment of damages in the case of adverse rulings. However, our CMs and sup…

이번
We may be required to indemnify our customers or purchasers for third-party IP infringement claims, including defense costs and damages on adverse rulings, while our CMs and suppliers are not always obligated to indemni…

이번
In addition, unfavorable or volatile economic conditions or credit markets could adversely affect the ability of our customers and other AI infrastructure participants to obtain financings necessary for their anticipate…

이전
Some of these AI customers may have constrained resources or capital and may be unable to pay for their required AI infrastructure and/or seek alternative financing arrangements or novel or deferred payment models from …

이번
If our AI customers substantially reduce their business or AI infrastructure plans, substantially cancel, reduce or delay their orders, or are unable to generate a profit required to support their expenditures, it could…

이전
In addition, such arrangements have and may impose financial obligations, including backstops or guarantees, upon us or increase our exposure to credit or customer default risks, and failure to mitigate these risks coul…

이번
In addition, such arrangements may impose and have imposed financial obligations, including backstops or guarantees, upon us or increase our exposure to counterparty credit risk and a decrease in value of the underlying…

이전
If we fail to timely develop new and enhanced products and technologies, if we focus on technologies that do not become widely adopted, if new competitive technologies that we do not support become widely accepted, if w…

이번
If we fail to timely develop new and enhanced products and technologies, if we focus on technologies that do not become widely adopted, if new competitive technologies that we do not support become widely accepted, if w…

이전
We do not generally have long-term capacity commitments with our CMs and substantially all of our manufacturing services are on a purchase order basis with no minimum quantities. Further, from time to time, our CMs may …

이번
We may enter into long-term capacity commitments with our CMs, but generally our manufacturing services are on a purchase order basis with no minimum quantities. Further, from time to time, our CMs may raise their price…

이전
The unexpected loss of any of our senior management could harm our ability to implement our business strategy and respond to the rapidly changing market conditions in which we operate.Our gross margin is dependent on a …

이번
The unexpected loss of any of our senior management could harm our ability to implement our business strategy and respond to the rapidly changing market conditions in which we operate.Our gross margin is dependent on a …

이전
Compliance with laws, regulations, and contractual provisions concerning privacy, cybersecurity, secure technology development, data governance, data protection, confidentiality and IP could result in significant expens…

이번
Compliance with laws, regulations, and contractual provisions concerning privacy, cybersecurity, secure technology development, data governance, data protection, confidentiality and IP could result in significant expens…

이전
Conversely, if we overestimate customer demand, we would experience excess capacity and fixed costs at these facilities will not be fully absorbed, which could adversely affect our results of operations. Similarly, redu…

이번
Conversely, if we overestimate customer demand, we would experience excess capacity and fixed costs for these facilities will not be fully absorbed, which could adversely affect our results of operations. Similarly, red…

이전
Moreover, we may offer and have offered alternative financing arrangements or other novel or deferred payment models for the leasing of AI racks or systems based on our XPUs to effectively compete, which could have a ma…

이번
Moreover, we may offer and have offered alternative financing arrangements, including through our AI XPV platform, or other novel or deferred payment models for the leasing of AI racks or systems based on our XPUs to ef…