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Just reported
Q2 FY2027 results
From Marvell Technology's results release of 2026年11月2日; its quarterly report has since been filed.
Revenue
Actual
$2.74B
+37% y/y
+13% q/qGuided
—
No guide given
EPS, GAAP
Actual
$0.33
+50% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
$459.7M
+58% y/y
+35% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Marvell Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
AI networking & optics
InspectStocks 編集 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 株価、1 年
- +44.6%
- 売上、1 年
- +53.7%
+14A 14B 2C 1D 3
- キュレーション
AI chips & accelerators
InspectStocks 編集 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 株価、1 年
- +31.1%
- 売上、1 年
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- NVDANVIDIA Corp.$3.92TA+
- AVGOBroadcom Inc.$1.66TA+
MUMicron Technology, Inc.$880.4BA+- AMDAdvanced Micro Devices, Inc.$876.1BA+
TXNTexas Instruments Inc.$277.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Data center chips74%
- Communications and other chips26%
売上構成比はfiscal year ended January 31, 2026, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Custom application-specific integrated circuits
Chips designed to a particular customer's requirements, including chips for artificial intelligence computing, networking, and storage equipment.
Optical and electrical data-connection chips
Chips that help data travel between servers, switches, and data centers over optical fiber or copper cables. They include digital signal processors, laser drivers, signal amplifiers, and chips that repair or strengthen signals.
Prestera and Teralynx Ethernet products
Ethernet switches, network controllers, adapters, and physical-layer transceivers that move data through business and data-center networks.
さらに3件を表示
OCTEON and LiquidSecurity processors
Processors that handle network traffic and security tasks, including encryption and management of private keys used to protect digital information.
QLogic Fibre Channel adapters
Adapters and controllers that connect servers to storage systems in data centers.
Bravera storage controllers
Chips that control hard drives and solid-state drives, helping them read, write, and transfer stored data.
誰が買っているか3
- Original equipment manufacturers and original design manufacturers buy chips to build servers, switches, storage systems, and other finished equipment. Marvell sells to some customers directly and uses distributors for other sales.
- Distributor A accounted for 44% (three months ended August 1, 2026, high confidence) of revenue and resells Marvell products to a range of end customers.
- Customer A accounted for 16% (three months ended August 1, 2026, high confidence) of revenue. The filing does not identify the customer by name.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1A large portion of sales passes through a small number of large customers and distributors; the filings identify the largest ones only as Customer A and Distributor A.
- 2Marvell outsources chip manufacturing, packaging, and testing. It relies on outside manufacturers, including Taiwan Semiconductor Manufacturing Company for advanced-node wafers, and on other suppliers for critical components and production capacity.
- 3Most sales are to customers with operations in Asia, and much of Marvell's and its customers' manufacturing takes place outside the United States. Trade restrictions, export rules, or disruptions in the region could affect sales or supply.
うまくいかなくなる可能性
- 1A reduction in orders from a major customer or distributor, or a customer choosing to make chips itself or buy from another supplier, could materially reduce sales.
- 2Marvell depends on outside suppliers for advanced chip manufacturing and for packaging and testing. Shortages or production problems, particularly for advanced-node wafers, could delay customer deliveries.
- 3Sales depend on customers adopting Marvell's designs in products such as artificial intelligence data-center systems. Changes in demand, delayed or canceled orders, or competing products could reduce sales or leave Marvell with inventory customers do not need.
Marvell Technology, Inc.について
Marvell designs chips for data centers, networks, storage systems, and other electronic equipment. Its chips help carry data between servers and other devices, run network and security tasks, and control hard drives and solid-state drives. Marvell designs the chips and relies on outside companies to manufacture, package, and test them.
- 本社
- Wilmington, Delaware, United States
- 設立
- 1995
- 従業員数
- 7,480 (January 31, 2026, high confidence)
- 上場市場
- NASDAQ
- 決算期
- The Saturday nearest January 31
Marvell Technology, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。