Marvell Technology (MRVL) Q2 FY27 earnings call

Marvell delivered strong Q2 FY27 results, driven by accelerating and broadening demand in its Data Center business, particularly from AI. The company significantly raised its revenue outlook for both FY27 and FY28, with growth rates accelerating despite a larger revenue base. Strategic investments in custom silicon and scale-up optics are positioning Marvell for substantial long-term opportunities, with a new CFO focused on efficient scaling and operating margin expansion.