$MRVLMarvell Technology, Inc. · AI chips
Marvell Technology (MRVL) Next Earnings Date & AI Catalysts
Custom silicon and optical DSPs for data-center AI.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
Marvell's data-center segment (custom AI accelerators, electro-optics, switching) is its growth engine. The planned Lumentum acquisition, announced Nov 2, 2026, would add lasers and transceivers.
Key metrics
Revenue (latest quarter) $2.74B
10-Q period ended 2026-08-01; +37% y/y · SEC filing
Gross margin 53.1%
Gross profit / revenue, same quarter · SEC filing
Operating income $459.7M
Same quarter; 17% operating margin · SEC filing
Key risks (from filings)
- “Our sales are concentrated in a few large customers. If we lose or experience a significant reduction in sales to any of these key customers, if any of these key customers experience a…” — 10-K risk factor (filed 2026-03-11) · source
- “Unfavorable or uncertain conditions in the Data Center and Communications markets may cause fluctuations in our rate of revenue growth or financial results.” — 10-K risk factor (filed 2026-03-11) · source
Upcoming catalysts for $MRVL
Tue, Dec 1, 2026
Dec
1
Marvell Technology, Inc. quarterly earnings
Custom AI silicon and optics; first quarter after Lumentum deal announcement. Expected date per the Nasdaq earnings calendar; not yet confirmed by the company.
Source: nasdaq.com
Recent catalysts
Mon, Nov 2, 2026
Nov
2
Marvell to acquire Lumentum in all-stock deal (~$115B EV)
Combines electrical and optical AI connectivity; expected to close 1H 2028 pending approvals.
Source: investor.marvell.com
Upcoming earnings
Recap of $MRVL's next earnings date — same expected / confirmed labeling as above.
Dec 1, 2026