Marvell Technology raises revenue guidance after Q4 sales beat.


Networking, connectivity and data infrastructure group Marvell Technology is set to surge when markets open on Friday after the Nasdaq-listed firm upped its current-year sales guidance by $1bn on the back of strong data centre demand.

  • Marvell Technology Inc
  • 06 March 2026 09:24:21

Source: Sharecast

Marvell, reporting its fourth-quarter results after markets closed on Thursday, reported record quarterly revenues of $2.22bn for the three months to 31 January, some $19m above the midpoint of company guidance and 22% ahead of the year before.

That pushed full-year sales to $8.20bn, also a new record and 42% higher than the previous year, driven by "robust" demand in the AI space, according to chair and chief executive Matt Murphy.

Adjusted earnings per share rose to $0.80, ahead sequentially of the preceding two quarters and 1 cent above consensus forecasts.

“We expect year-over-year revenue growth to accelerate each quarter in fiscal 2027, driven by continued strength in our data center business, with bookings continuing to grow at a record pace," Murphy said.

"In addition to our strong results and outlook, our design wins in fiscal 2026 hit an all-time record, which we expect will continue to fuel our future growth."

For the first quarter, net revenues are expected to be around $2.40bn, give or take 5%, with full-year revenues now predicted to jump 30% year-on-year to $11.0bn, up from previous guidance of $10.0bn.

By 0901 GMT, Marvell Technology futures were up 14.1% at $86.34.

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