Marvell Technology, Inc. · MRVL · Next earnings

Marvell Technology, Inc. reports Tuesday, Dec 1, 2026

MRVL reports after market close with consensus EPS at $1.10 and revenue at $3.15B. Last quarter: Marvell raises outlook as AI infrastructure demand broadens

Reports After market close27 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.10 Calendar consensus
Consensus revenue $3.15B Calendar consensus
Report date Dec 1, 2026 Tuesday, date estimated
Session After market close 27 days away

Where MRVL left off: FY2027 Q2

Full report

Marvell raises outlook as AI infrastructure demand broadens

EPS surprise +0.6% Reported $0.94 vs $0.93
Revenue surprise +0.7% Reported $2.74B vs $2.72B
Stock move -10.3% Event window
Subsequent drift +12.8% Up to 20 sessions

Management raised FY27 revenue guidance to approximately $12 billion and FY28 guidance to approximately $18 billion, with FY28 up $1.5 billion from the prior quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Supply constraints could affect the capacity ramp
  • Custom-business mix may pressure margins
  • Communications revenue may remain lumpy quarter to quarter
  • Execution on scale-up optics and XPU programs remains unproven

Questions analysts left open

  • Timing and scale of custom revenue beyond FY29
  • Execution on the XPU-attach and scale-up optics roadmaps
  • Supply constraints and potential margin pressure from lower-margin custom business

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Recent MRVL quarters

All MRVL earnings
-10.3%FY2027 Q2+3.1%FY2027 Q1+18.4%FY2026 Q4+7.9%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.