AVGO compared with AMAT: revenue, margins and what each company keeps, and the suppliers and customers both name

AVGOBroadcom Inc.

Mkt capRevenueRevenue

AMATApplied Materials Inc

Mkt capRevenueRevenue

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AVGOBroadcom Inc.

AMATApplied Materials Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only AVGO 11

—Top five end customers (undisclosed, aggregate)unlistedcustomer

STXSeagate Technologysupplier

ANETArista Networkscustomer

FTNTFortinetcustomer

7 more · AVGO chain ›

Shared 0

No shared counterparties.

Only AMAT 4

NPOEnprosupplier

UCTTUltra Cleansupplier

ICHRIchorsupplier

BHEBenchmark Electronicssupplier

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

AVGOBroadcom Inc.

332.37▲+3.15%· post 335.82· delayed

Mkt cap$1.5TRevenue$29.6BQ3 FY26Revenue$63.9BFY25

AMATApplied Materials Inc

381.78▲+1.94%· post 389.00· delayed

After hoursNov 3 '26delayed

Mkt cap$297.2BRevenue$9.1BQ3 FY26Revenue$28.4BFY25

Compare

After hoursNov 3 '26delayed

AVGOBroadcom Inc.

AMATApplied Materials Inc

332.37▲+3.15%post 335.82delayed

Price

381.78▲+1.94%post 389.00delayed

$1.5T

Mkt cap

$297.2B

Q3 FY26$29.6B

Revenue

$9.1BQ3 FY26

FY25$63.9B

Revenue

$28.4BFY25

AVGO332.37▲+3.15%vsAMAT381.78▲+1.94%After hoursNov 3 '26delayed