MRVL
Marvell TechnologyCustom silicon for cloud customers and the optical/interconnect chips inside AI data centers.
Alerts for MRVL
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.
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.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-27 (8-K)
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- 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
- DEF 14AProxy statement2026-05-13documentfolder
- 8-KCurrent report · items 1.01,8.01,9.012026-04-15documentfolder
- 8-KCurrent report · items 3.02,5.03,7.01,9.012026-03-31documentfolder
- 8-KCurrent report · items 8.01,9.012026-03-19documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Durn Daniel Chief Financial Officer | Option exercise · acquired | 6,469 | — | 2026-09-16 |
Durn Daniel Chief Financial Officer | Tax withholding · disposed | 3,408 | $221.70 | 2026-09-16 |
MURPHY MATTHEW J Director, Chairman of the Board and CEO | Open-market sale · disposed | 7,500 | $223.39 | 2026-09-15 |
Koopmans Chris President and COO | Open-market sale · disposed | 10,000 | $203.27 | 2026-09-02 |
MURPHY MATTHEW J Director, Chairman of the Board and CEO | Open-market sale · disposed | 7,500 | $236.08 | 2026-08-17 |
Scarpulla Justin SVP, Chief Accounting Officer | Option exercise · acquired | 3,166 | — | 2026-08-17 |
Scarpulla Justin SVP, Chief Accounting Officer | Tax withholding · disposed | 1,570 | $222.02 | 2026-08-17 |
Koopmans Chris President and COO | Open-market sale · disposed | 10,000 | $180.50 | 2026-08-03 |
News
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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
Research note — Fiscal year ends around Jan 31 (FY2026 ended January 31, 2026); Q2 FY2027 ended August 1, 2026. No Q3 FY2027 earnings date on the IR calendar as of 2026-09-17. Marvell does not break out custom AI revenue in the release.