MRVL
Marvell Technology·NASDAQ
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MRVL fundamentals
Marvell Technology (MRVL) released its earnings on Mar 5, 2026: revenue was 2.22B (YoY +22.08%), beat estimates; EPS was 0.8 (YoY +33.33%), beat estimates.
Revenue / YoY
2.22B
+22.08%
EPS / YoY
0.8
+33.33%
Report date
Mar 5, 2026
MRVL Earnings Call Summary for Q4,2026
- Revenue Surge: FY2026 revenue up 42% YoY to $8.195 billion, with Q4 2026 data center revenue at $1.65 billion (21% YoY growth).
- Strategic Acquisitions Pay Off: Celestial AI and XConn acquisitions to add $250 million in FY2028 revenue, driving AI scale-up networking growth.
- Custom Business Explosion: Custom silicon revenue to exceed $2 billion in FY2027, with CXL and NIC attach programs doubling YoY.
- Optics Dominance: 1.6T pluggable optics revenue ramping rapidly, targeting 50%+ YoY growth in interconnect business for FY2027.
- Long-Term Ambition: FY2028 revenue target of $15 billion, with data center revenue exceeding $7.5 billion (50% YoY growth).
EPS
Actual | 0.17 | 0.18 | 0.21 | 0.25 | 0.29 | 0.29 | 0.34 | 0.43 | 0.5 | 0.52 | 0.57 | 0.57 | 0.46 | 0.31 | 0.33 | 0.41 | 0.46 | 0.24 | 0.3 | 0.43 | 0.6 | 0.62 | 0.67 | 0.76 | 0.8 | |||||||||
Forecast | 0.161 | 0.1404 | 0.201 | 0.2514 | 0.291 | 0.271 | 0.3127 | 0.3847 | 0.4822 | 0.5132 | 0.5643 | 0.5864 | 0.4615 | 0.293 | 0.3227 | 0.4006 | 0.4619 | 0.2372 | 0.2936 | 0.4061 | 0.5901 | 0.6122 | 0.6735 | 0.7426 | 0.7917 | |||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +5.59% | +28.21% | +4.48% | -0.56% | -0.34% | +7.01% | +8.73% | +11.78% | +3.69% | +1.33% | +1.01% | -2.80% | -0.33% | +5.80% | +2.26% | +2.35% | -0.41% | +1.18% | +2.18% | +5.89% | +1.68% | +1.27% | -0.52% | +2.34% | +1.05% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 717.67M | 693.64M | 727.30M | 750.14M | 797.82M | 832.28M | 1.08B | 1.21B | 1.34B | 1.45B | 1.52B | 1.54B | 1.42B | 1.32B | 1.34B | 1.42B | 1.43B | 1.16B | 1.27B | 1.52B | 1.82B | 1.90B | 2.01B | 2.07B | 2.22B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 711.40M | 679.61M | 720.67M | 751.04M | 786.08M | 806.65M | 1.07B | 1.15B | 1.32B | 1.43B | 1.52B | 1.55B | 1.40B | 1.30B | 1.33B | 1.40B | 1.42B | 1.15B | 1.25B | 1.46B | 1.80B | 1.88B | 2.01B | 2.07B | 2.21B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.88% | +2.06% | +0.92% | -0.12% | +1.49% | +3.18% | +0.94% | +5.44% | +1.53% | +1.40% | -0.03% | -1.09% | +1.35% | +1.67% | +0.75% | +1.33% | +0.40% | +0.62% | +1.88% | +4.10% | +1.04% | +0.97% | -0.21% | +0.27% | +0.54% |
Earnings Call
You can ask Aime
What is the revenue and EPS growth rate for Marvell Technology year over year?Did Marvell Technology beat or miss consensus estimates last quarter?What is Marvell Technology's gross profit margin?What factors drove the changes in Marvell Technology's revenue and profit?What were the key takeaways from Marvell Technology's earnings call?What is the market's earnings forecast for Marvell Technology next quarter?What guidance did Marvell Technology's management provide for the next earnings period?What were the key takeaways from Marvell Technology’s earnings call?
