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Marvell Technology Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | $0.798 |
| EPS actual | $0.80 |
| EPS Surprise | 0.251% |
| Revenue estimate | 2.406B |
| Revenue actual | 2.418B |
| Revenue Surprise | 0.489% |
| Release date | Mar 05, 2026 |
| EPS estimate | $0.792 |
| EPS actual | $0.80 |
| EPS Surprise | 1.01% |
| Revenue estimate | 2.207B |
| Revenue actual | 2.219B |
| Revenue Surprise | 0.542% |
| Release date | Dec 02, 2025 |
| EPS estimate | $0.743 |
| EPS actual | $0.760 |
| EPS Surprise | 2.29% |
| Revenue estimate | 2.069B |
| Revenue actual | 2.075B |
| Revenue Surprise | 0.267% |
| Release date | Aug 28, 2025 |
| EPS estimate | $0.673 |
| EPS actual | $0.670 |
| EPS Surprise | -0.446% |
| Revenue estimate | 2.01B |
| Revenue actual | 2.006B |
| Revenue Surprise | -0.215% |
Last 4 Quarters for Marvell Technology
Below you can see how MRVL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 28, 2025 |
| Price on release | $77.23 |
| EPS estimate | $0.673 |
| EPS actual | $0.670 |
| EPS surprise | -0.446% |
| Date | Price |
|---|---|
| Aug 22, 2025 | $73.00 |
| Aug 25, 2025 | $72.95 |
| Aug 26, 2025 | $74.26 |
| Aug 27, 2025 | $74.79 |
| Aug 28, 2025 | $77.23 |
| Aug 29, 2025 | $62.87 |
| Sep 02, 2025 | $64.60 |
| Sep 03, 2025 | $62.31 |
| Sep 04, 2025 | $64.10 |
| 4 days before | 5.79% |
| 4 days after | -17.00% |
| On release day | -18.60% |
| Change in period | -12.19% |
| Release date | Dec 02, 2025 |
| Price on release | $92.89 |
| EPS estimate | $0.743 |
| EPS actual | $0.760 |
| EPS surprise | 2.29% |
| Date | Price |
|---|---|
| Nov 25, 2025 | $83.43 |
| Nov 26, 2025 | $87.72 |
| Nov 28, 2025 | $89.40 |
| Dec 01, 2025 | $91.10 |
| Dec 02, 2025 | $92.89 |
| Dec 03, 2025 | $100.20 |
| Dec 04, 2025 | $98.19 |
| Dec 05, 2025 | $98.91 |
| Dec 08, 2025 | $92.00 |
| 4 days before | 11.34% |
| 4 days after | -0.96% |
| On release day | 7.87% |
| Change in period | 10.27% |
| Release date | Mar 05, 2026 |
| Price on release | $75.68 |
| EPS estimate | $0.792 |
| EPS actual | $0.80 |
| EPS surprise | 1.01% |
| Date | Price |
|---|---|
| Feb 27, 2026 | $81.69 |
| Mar 02, 2026 | $80.86 |
| Mar 03, 2026 | $77.51 |
| Mar 04, 2026 | $78.09 |
| Mar 05, 2026 | $75.68 |
| Mar 06, 2026 | $89.57 |
| Mar 09, 2026 | $92.65 |
| Mar 10, 2026 | $93.30 |
| Mar 11, 2026 | $90.44 |
| 4 days before | -7.36% |
| 4 days after | 19.50% |
| On release day | 18.35% |
| Change in period | 10.71% |
| Release date | May 27, 2026 |
| Price on release | $198.70 |
| EPS estimate | $0.798 |
| EPS actual | $0.80 |
| EPS surprise | 0.251% |
| Date | Price |
|---|---|
| May 20, 2026 | $186.80 |
| May 21, 2026 | $190.69 |
| May 22, 2026 | $196.33 |
| May 26, 2026 | $208.26 |
| May 27, 2026 | $198.70 |
| May 28, 2026 | $204.83 |
| May 29, 2026 | $205.00 |
| Jun 01, 2026 | $219.43 |
| Jun 02, 2026 | $290.79 |
| 4 days before | 6.37% |
| 4 days after | 46.35% |
| On release day | 3.09% |
| Change in period | 55.67% |
Marvell Technology Earnings Call Transcript Summary of Q2 2026
Marvell delivered record Q2 FY2026 results with $2.006B revenue (up 58% YoY, 6% sequential) driven by a strong AI/data center business (data center = 74% of revenue, up 69% YoY). Non-GAAP operating margin expanded to 34.8% and non-GAAP EPS was a record $0.67 (up 123% YoY). Cash flow improved to $462M, and management completed a $2.5B all-cash divestiture of the automotive Ethernet business, using proceeds to support buybacks and strategic investments. The company highlighted significant custom silicon momentum: an expanded data center TAM estimate of $94B for 2028, 18 multigenerational XPU/XPU-attached sockets (with additional wins since June) and a pipeline of 50+ design opportunities (~$75B lifetime revenue potential). Near-term guidance: Q3 revenue ~$2.06B (midpoint, ~36% YoY growth; go-forward growth closer to ~40% YoY excluding auto Ethernet), non-GAAP gross margin ~59.5–60%, non-GAAP EPS $0.69–$0.79; optics (electro-optics) expected to grow double digits sequentially while custom will be lumpy with stronger Q4. Management reorganized leadership to accelerate data center execution (promoted Chris Koopmans to President & COO and Sandeep Bharathi to President, Data Center Group) and will report results going forward as Data Center and Communications & Other.
