Marvell Technology (MRVL) Q4 FY26 earnings call

Marvell delivered a strong Q4 FY26, exceeding revenue and non-GAAP EPS guidance, driven by robust data center demand. The company significantly raised its FY27 revenue outlook to approaching $11 billion and FY28 to $15 billion, fueled by accelerating bookings and strong growth across interconnect, custom silicon, and switching. Strategic acquisitions of Celestial AI and XConn are enhancing its position in AI scale-up networking, while the company continues to return substantial capital to shareholders.