Marvell Technology, Inc.
As of Fiscal Year 2026 (ended January 31, 2026)
Key KPIs at a Glance
| Metric | Value |
|---|---|
| Total revenue (FY2026) | $8.195 billion, up 42% year-over-year, a company record (Q4/FY2026 earnings release) |
| Data Center end-market revenue (FY2026) | $6.100 billion, up 46% year-over-year, 74% of total revenue (FY2026 10-K) |
| GAAP operating income (FY2026) | $1.323 billion (16.1% margin), versus a GAAP operating loss of $(720.3) million in FY2025 |
| Non-GAAP operating income (FY2026) | $2.202 billion (26.9% non-GAAP operating margin) |
| GAAP net income (FY2026) | $2.670 billion, or $3.07 per diluted share, versus a GAAP net loss of $(885.0) million in FY2025; includes a large gain from the $2.5 billion sale of the Automotive Ethernet business to Infineon (closed August 14, 2025) |
| Non-GAAP net income (FY2026) | $2.466 billion, or $2.84 per diluted share |
| Gross margin (FY2026) | 51.0% GAAP; 59.5% non-GAAP |
| Employees (as of January 31, 2026) | 7,480 globally (49% Americas, 42% APAC including India, 9% EMEA), per FY2026 10-K |
| Custom AI silicon / hyperscaler design activity (FY2026) | Company reported an 'all-time record' level of design wins in fiscal 2026 and, per public reporting during 2026, added Google to its roster of custom silicon/XPU hyperscaler customers alongside existing programs; no numeric market-share figure is independently disclosed |
| Fiscal Q1 2027 revenue guidance (given March 2026) | approximately $2.400 billion, plus or minus 5% (company guidance, Q4/FY2026 earnings release) |
Sources: Marvell's fiscal year ends in late January/early February; fiscal 2026 ran from February 2025 through January 31, 2026. All revenue, income, and end-market figures are company-disclosed, from Marvell's Q4/Fiscal 2026 earnings release (reported March 5, 2026) and its Fiscal 2026 Form 10-K (filed March 11, 2026). Beginning in Q4 FY2026, Marvell consolidated its legacy end-market categories (Enterprise Networking, Carrier Infrastructure, Consumer, and Automotive/Industrial) into a single 'Communications and Other' category alongside 'Data Center,' and the 10-K restated FY2025 on this same two-category basis, so no like-for-like breakdown exists under the old five-category structure. GAAP net income for fiscal 2026 was boosted by a large one-time gain within 'Interest and other income (loss), net' related to the $2.5 billion all-cash divestiture of Marvell's Automotive Ethernet business to Infineon, which closed August 14, 2025; this is why GAAP net income ($2.670 billion) exceeds GAAP operating income ($1.323 billion) and non-GAAP net income for the year. A reasonable search did not turn up a specific, credibly-sourced third-party market-share estimate (e.g., for custom AI silicon/ASICs or optical DSPs) that names Marvell with a numeric share, so no market-share widget is included; qualitative competitive-position context is noted in the KPI table instead.