The chip company said its record revenue of $2 billion was driven by AI demand for its custom chips, but Marvell didn't deliver upside on its top line.
Marvell Technology's second-quarter earnings are likely to be driven by surging demand for custom AI silicon, electro-optics and data center.
Marvell Technology's second-quarter fiscal 2026 results hinge on data center strength, AI partnerships, and a rebound in networking and carrier segments.
Evaluate the expected performance of Marvell (MRVL) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Few companies embody the AI-driven semiconductor boom more than Nvidia ( NVDA ) and Marvell Technology ( MRVL ). Nvidia has been the undisputed leader in AI GPUs, powering nearly every major AI application, while Marvell has carved out a niche in custom chips for hyperscalers and critical networking infrastructure.
According to NextEarningsDate.com, the Marvell Tech next earnings date is projected to be 8/28 after the close, with earnings estimates of $0.61/share on $2.01 Billion of revenue. Looking back, the recent Marvell Tech earnings history looks like this:
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Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Marvell Technology's surging Data Center revenues are fueled by custom AI XPUs, optics advances, and cutting-edge chip packaging innovations.
Astera Labs gains edge over Marvell Technology with AI-focused innovations, partnerships, and market momentum in next-generation connectivity.
Marvell is a leading fabless chip designer, benefiting from surging data center demand, especially in AI-driven applications. Key growth catalysts include major supply agreements with AWS and Microsoft, positioning Marvell alongside industry giants like Broadcom. The company is improving profitability through cost-cutting and margin expansion, while hyperscaler concentration and trade risks remain watchpoints.
Massive Revenue Projections: A recent Wall Street estimate suggests that Marvell's deal with Microsoft could generate $2.4 billion in revenue by 2026 and $10 to $12 billion by 2027, potentially exceeding the company's overall revenue expectations with just one custom chip deal.