Marvell Technology, Inc. (MRVL) will report its fourth-quarter fiscal 2026 results on March 5, 2026. The company is experiencing significant demand growth in Custom AI and Connectivity products, driven by an expanding AI infrastructure market, with data center revenues now comprising the majority of its total sales.
In the third quarter of fiscal 2026, Marvell’s data center segment saw a 38% increase in revenue, while the carrier segment rose by 98%. Forecasts indicate fourth-quarter revenues could reach $2.2 billion, reflecting a 21% year-over-year growth. However, the Automotive/Industrial revenues declined by 58% year-over-year, attributed to the divestiture of the Automotive Ethernet business and ongoing challenges in the industrial segment.
