Marvell Technology (MRVL) Q1 FY27 earnings call

Marvell delivered record Q1 FY27 results, driven by robust demand across its data center portfolio, particularly in AI infrastructure. The company significantly raised its revenue outlook for both fiscal 2027 and 2028, anticipating accelerated growth in its interconnect and custom silicon businesses. Strategic investments in capacity and an expanded partnership with NVIDIA underscore Marvell's strong position in the multi-year AI growth cycle.