NASDAQ$MRVL

Marvell Technology Group Ltd · Q3 2026 earnings

Q3 2026 earnings · · After market close · Investor relations

Briefing

Marvell reported fiscal Q3 2026 net revenue of $2.07B with net income of $1.90B and diluted EPS of $2.20.

Third-quarter net revenue grew to $2.07 billion from $1.52 billion a year ago with gross margin recovery to 51.6%. Net income of $1.90 billion included substantial interest and other income; diluted EPS was $2.20 versus a $(0.78) loss in the prior-year quarter.

  • Q3 net revenue $2.07B (+37% YoY).
  • Q3 gross profit $1.07B; operating income $358M.
  • Diluted EPS $2.20 vs $(0.78) prior year.
  • AI and cloud custom silicon demand cited as growth drivers.

Headline financials

Total Revenue

$2.07B

Previous: $1.52B+36.8%
EPS (adj)

$2.20

Previous: -$0.78+382.1%
Non-GAAP gross margin

59.7%

No prior period
GAAP gross margin

51.6%

No prior period
Capital Expenditures

-$240M

Previous: -$215M-11.7%
Free Cash Flow

$1.66B

Previous: -$891M+286.5%
Net Income

$1.9B

Previous: -$676M+381.1%
Operating Income

$358M

Previous: -$703M+150.9%
Gross Profit

$1.07B

Previous: $349M+206.2%
Cash & Equivalents

$2.71B

Previous: $868M+212.7%
Total Assets

$21.6B

Previous: $19.7B+9.5%

Revenue & EPS history

Marvell · Revenue · Quarterly

$2.07B

Q3 2026+36.8%vs Q3 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Marvell · $2.22B total across 2 segments · Q4 2026

  • Data center
    $1.65B
  • Communications and other
    $567M

Forward guidance

Management discusses Marvell Technology's outlook, capital deployment, and key risks as disclosed in the earnings materials and periodic report.

Tailwinds

  • Marvell Technology cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations and investment.

Headwinds

  • Macro, competitive, and input-cost pressures may affect margins.
  • Segment mix and one-time items can affect sequential comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2026

Historical avgQ3 2026

+0.4%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.9%

Avg return

30 days after

52%

34 / 66 earnings

Positive

+42.5%

Q1 2024

Best reaction

-19.8%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027-3.1%+44.8%
Q4 2026+0.0%-2.1%+22.3%
Q3 2026+2.6%-1.0%-3.8%
Q2 2026-18.7%-19.3%+7.7%
Q1 2026-5.6%+4.0%+21.1%
Q4 2025-19.8%-25.5%-45.2%
Q3 2025+22.0%+17.2%+17.2%
Q2 2025+11.4%+2.3%+3.7%
Q1 2025-9.2%-12.4%-7.8%
Q4 2024-7.3%-11.8%-10.7%
Q3 2024-5.9%-9.6%+7.5%
Q2 2024-13.0%-8.7%-15.0%
Q1 2024+42.5%+37.9%+25.8%
Q4 2023-2.9%-9.4%-4.5%
Q3 2023-3.9%-11.7%-20.4%
Q2 2023-4.0%-8.1%-17.1%
Q1 2023+12.7%+9.6%-10.6%
Q4 2022-6.3%-4.7%+5.0%
Q3 2022+17.8%+29.0%+23.3%
Q2 2022-2.9%-3.2%+0.6%
Q1 2022+4.2%+7.0%+16.4%
Q4 2021-16.2%-16.2%+3.8%
Q3 2021-4.9%-4.3%+4.2%
Q2 2021+7.4%+10.1%+6.9%
Q1 2021+6.3%+12.7%+8.2%
Q4 2020+17.0%+4.3%+5.3%
Q3 2020-7.3%-6.4%+6.1%
Q2 2020+1.7%-1.2%+5.0%
Q1 2020+1.3%+6.4%+8.4%
Q4 2019-4.7%+1.0%+8.7%
Q3 2019-1.8%-5.7%-3.7%
Q2 2019-5.0%-8.2%-9.2%
Q1 2019+0.8%+0.2%-2.5%
Q4 2018+2.7%-3.2%-13.4%
Q3 2018-5.0%-5.1%-6.4%
Q2 2018+7.3%+8.6%+12.5%
Q1 2018+5.3%+3.5%+5.3%
Q4 2017+1.0%+0.1%-4.2%
Q3 2017+10.2%+10.3%+6.6%
Q2 2017-2.9%-5.4%+1.3%
Q1 2017+2.1%+1.8%+5.4%
Q4 2016+11.5%+16.2%+15.6%
Q3 2016-8.9%
Q2 2016-18.3%
Q1 2016-7.1%
Q4 2015+0.4%
Q3 2015+4.6%
Q2 2015+2.4%
Q1 2015+2.9%
Q4 2014-1.1%
Q3 2014+9.6%
Q2 2014-6.6%
Q1 2014-0.2%
Q4 2013+7.0%
Q3 2013+4.3%
Q2 2013-1.7%
Q1 2013+0.7%
Q4 2012+1.3%
Q3 2012-4.0%
Q2 2012+0.3%
Q1 2012-0.9%
Q4 2011+2.1%
Q3 2010+1.2%
Q2 2010+2.4%
Q1 2010-4.7%
Q4 2009+6.4%

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