earnings
confidence high
sentiment positive
materiality 0.85
Marvell Q1 FY2026 revenue record $1.895B, up 63% YoY; Q2 guidance above consensus
Marvell Technology, Inc.
2026-Q1 EPS
reported $0.20
vs consensus $0.80
▼ miss
(-75.1%)
- Q1 GAAP diluted EPS $0.20, non-GAAP $0.62; revenue beat midpoint guidance by $20M.
- Record data-center AI demand from custom silicon and electro-optics drove 63% YoY growth.
- Q2 revenue guidance of $2.0B +/-5% with non-GAAP gross margin 59-60% and non-GAAP EPS $0.67 +/- $0.05.
- Cash flow from operations $332.9M in Q1.
- Custom AI Investor Event scheduled for June 17, 2025.
item 2.02item 9.01