Marvell QJan26- Revenue up 7% q/q and 22% y/y to $

2026.03.06 10:47

Marvell QJan26

- Revenue up 7% q/q and 22% y/y to $2.219B (above mid-pt) at 59% non-GAAP GM; QApr26 guided up 8% q/q and 27% y/y to $2.4B

- F26 (C25) revenue $8.2B, up 42% y/y

- F27 (C26) revenue $11B (>30% y/y); raised from $10B at QOct25 call; q/q revenue growth expected every quarter in F27; sees 4QF27 rev exit rate at >$3B

- Custom $1.5B in F26 (XPU $1.3B + XPU attach $200M), doubled y/y

Source: Sravan Kundojjala

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