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Jan 31
Marvell Q4 2026 Earnings Report
Marvell reported strong Q4 fiscal 2026 results with record quarterly revenue driven by AI and data center demand.
Key Takeaways
Marvell delivered record Q4 revenue with strong growth in its data center business and expanding margins, driven by demand for AI infrastructure and cloud data center connectivity solutions.
Revenue reached a quarterly record with strong growth in the data center segment.
Net income nearly doubled year-over-year reflecting strong operating leverage.
Data center represented roughly three-quarters of total revenue and remained the primary growth driver.
Margins expanded with gross margin exceeding 50% for the quarter.
Revenue by Segment
Forward Guidance
Marvell guided for continued revenue growth in Q1 FY2027 supported by strong data center demand and AI infrastructure spending.
Positive Outlook
- Q1 FY2027 revenue expected around 2400000000 with ±5% range.
- Non-GAAP EPS expected around 0.79 ±0.05.
- Non-GAAP gross margin expected between 58.25% and 59.25%.
- Bookings in the data center business continue to grow at a record pace.
- AI infrastructure demand remains a key growth driver.
Challenges Ahead
- GAAP EPS guidance lower than non-GAAP due to acquisition and integration costs.
- Integration expenses from recent acquisitions may pressure operating expenses.
- GAAP operating expenses projected around 872000000.
- Ongoing amortization of acquired intangibles affecting GAAP profitability.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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