MRVL
Marvell TechnologyCustom silicon for cloud customers and the optical/interconnect chips inside AI data centers.
Next earnings: Marvell Technology has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Designs data-infrastructure semiconductors: custom ASICs, electro-optics, storage and networking chips.
Its role in AI
Builds custom accelerators and interconnect chips for large cloud providers; sells the DSPs inside optical transceivers.
02How much does AI matter to its business?
Significant. A large and growing share of revenue or spending is AI-related.
Why MRVL is rated significant
Significant. Data center was $2.17 billion of $2.74 billion revenue in the quarter ended August 1, 2026 (79%), up 46%, on custom accelerators and the optical DSPs inside AI transceivers. Marvell does not break out custom AI silicon within data center, and the communications business (up 10%) is the rest, so significant rather than core.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Data Center end-market revenue $2,171.5 million, up 46% year over year and 18% sequentially; 79% of total revenue.Source · Q2 FY2027, quarter ended August 1, 2026
- Total net revenue $2.739 billion, up 37% year over year (record); Communications and Other revenue $567.8 million, up 10% year over year.Source · Q2 FY2027, quarter ended August 1, 2026
- Q3 FY2027 outlook: net revenue $3.150 billion +/-5%, non-GAAP gross margin 57.5%-58.5%, non-GAAP diluted EPS $1.10 +/-$0.05.Source · Guidance issued August 27, 2026 for quarter ending around November 1, 2026
Estimates
No third-party or editorial estimates are listed for MRVL. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Q3 FY2027 revenue versus the $3.150 billion +/-5% guide, which implies further acceleration source
- The stated 'significant acceleration' of the Custom business beginning in the second half of fiscal 2027 source
- Marvell Investor Day on October 6, 2026 in New York City, where management said it has raised its fiscal 2027 and fiscal 2028 revenue outlook source
Growth drivers
- CEO: revenue growth was driven by continued strong demand across the Data Center portfolio, where revenue growth accelerated to 46% year over year source
- CEO: AI-related bookings remain exceptionally robust and the company expects revenue growth to accelerate further through the remainder of fiscal 2027 source
- CEO: broad-based strength includes strong demand in Connectivity and a significant acceleration in the Custom business beginning in the second half of fiscal 2027 source
Risks
- Advances in artificial intelligence could disrupt Marvell's business model, e.g. by lowering chip-design barriers so competitors or customers vertically integrate and reduce demand for its products source
- Sales are concentrated in a few large customers: two customers each exceeded 10% of fiscal 2026 revenue and the ten largest customers accounted for 82% of net revenue source
- Marvell relies on third-party foundries and assembly/test partners in Taiwan, Korea, Singapore and China, exposing it to supply disruptions and geopolitical risk source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 1.01,9.012026-11-02documentfolder
- 8-KEarnings release · items 2.02,7.01,9.012026-11-02documentfolder
- 8-KCurrent report · items 1.01,9.012026-10-23documentfolder
- 8-KCurrent report · items 8.01,9.012026-09-25documentfolder
- 10-QQuarterly report2026-08-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-27documentfolder
- 8-KCurrent report · items 1.01,3.02,9.012026-08-19documentfolder
- 8-KCurrent report · items 8.01,9.012026-07-09documentfolder
- 8-KCurrent report · items 5.07,8.01,9.012026-06-25documentfolder
- 8-KCurrent report · items 5.02,7.01,9.012026-06-11documentfolder
- 10-QQuarterly report2026-05-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-27documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Koopmans Chris President and COO | Option exercise · acquired | 10,265 | — | 2026-10-16 |
Koopmans Chris President and COO | Tax withholding · disposed | 5,406 | $241.24 | 2026-10-16 |
Scarpulla Justin SVP, Chief Accounting Officer | Option exercise · acquired | 510 | — | 2026-10-16 |
Scarpulla Justin SVP, Chief Accounting Officer | Tax withholding · disposed | 253 | $241.24 | 2026-10-16 |
Bharathi Sandeep President, Data Center Group | Option exercise · acquired | 11,187 | — | 2026-10-16 |
Bharathi Sandeep President, Data Center Group | Tax withholding · disposed | 5,893 | $241.24 | 2026-10-16 |
Bharathi Sandeep President, Data Center Group | Open-market sale · disposed | 3,685 | $234.97 | 2026-10-16 |
Casper Mark EVP & Chief Legal Officer | Option exercise · acquired | 4,113 | — | 2026-10-16 |
Casper Mark EVP & Chief Legal Officer | Tax withholding · disposed | 2,167 | $241.24 | 2026-10-16 |
MURPHY MATTHEW J Director, Chairman of the Board and CEO | Open-market sale · disposed | 7,500 | $235.47 | 2026-10-16 |
MURPHY MATTHEW J Director, Chairman of the Board and CEO | Option exercise · acquired | 21,497 | — | 2026-10-16 |
MURPHY MATTHEW J Director, Chairman of the Board and CEO | Tax withholding · disposed | 11,320 | $241.24 | 2026-10-16 |
Scarpulla Justin SVP, Chief Accounting Officer | Open-market sale · disposed | 1,100 | $273.59 | 2026-10-09 |
News
MRVL in plain answers
The questions readers ask about Marvell Technology, answered from the company's own filings and this site's research. Each answer names its source.
What does Marvell Technology (MRVL) supply to AI?+
Designs data-infrastructure semiconductors: custom ASICs, electro-optics, storage and networking chips. Builds custom accelerators and interconnect chips for large cloud providers; sells the DSPs inside optical transceivers.
How much does AI matter to Marvell Technology's business?+
AI exposure is rated significant on this site: A large and growing share of revenue or spending is AI-related. Reported by the company: Data Center end-market revenue $2,171.5 million, up 46% year over year and 18% sequentially; 79% of total revenue. Total net revenue $2.739 billion, up 37% year over year (record); Communications and Other revenue $567.8 million, up 10% year over year.
Company filing or releaseWhen is Marvell Technology's next earnings date?+
Marvell Technology has not announced its next earnings date. Its last earnings release was filed with the SEC on November 2, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre Marvell Technology insiders buying or selling MRVL stock?+
In the latest Form 4 filings for MRVL there are 3 open-market sales, 10 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 16, 2026 by MURPHY MATTHEW J. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for MRVL?+
Q3 FY2027 revenue versus the $3.150 billion +/-5% guide, which implies further acceleration The stated 'significant acceleration' of the Custom business beginning in the second half of fiscal 2027 Marvell Investor Day on October 6, 2026 in New York City, where management said it has raised its fiscal 2027 and fiscal 2028 revenue outlook
SourceWhat are the main risks for Marvell Technology?+
Advances in artificial intelligence could disrupt Marvell's business model, e.g. by lowering chip-design barriers so competitors or customers vertically integrate and reduce demand for its products Sales are concentrated in a few large customers: two customers each exceeded 10% of fiscal 2026 revenue and the ten largest customers accounted for 82% of net revenue Marvell relies on third-party foundries and assembly/test partners in Taiwan, Korea, Singapore and China, exposing it to supply disruptions and geopolitical risk
Annual report, Item 1AWhich AI category is MRVL in?+
Marvell Technology is listed under Chips & Compute and Networking (primary: Chips & Compute). Custom silicon for cloud customers and the optical/interconnect chips inside AI data centers.
Related companies in Chips & Compute
Compare all →Also tagged: Networking
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001835632)
- TradingView symbol page — full chart and data