Marvell (MRVL) Q3 FY26 earnings call

Marvell delivered a strong Q3 FY26 with record revenue and EPS, driven by robust AI demand in its Data Center segment and recovery in Communications. The company announced the strategic acquisition of Celestial AI, a photonic fabric platform, to capitalize on the massive scale-up interconnect opportunity in AI. Management provided an optimistic multi-year outlook, projecting significant growth inflections in Data Center revenue for FY27 and FY28, supported by strong demand signals and new product cycles.