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Marvell Technology
Marvell Technology (MRVL) investor relations material
Marvell Technology J.P. Morgan CES Fireside Chat summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan CES Fireside Chat summary6 Jan, 2026
Market outlook and growth drivers
Data center CapEx by hyperscalers and CSPs is expected to grow 50–55% in 2026, with strong momentum extending into 2027 and detailed planning already underway for 2028.
Bookings and backlog remain at record levels, supporting robust growth projections for fiscal 2027 and 2028.
Data center business has tripled since 2023, driven by investments in R&D and strategic acquisitions.
Revenue is forecasted to grow over 40% year-over-year, with custom and optics businesses outperforming CapEx growth.
Custom business is expected to double in fiscal 2028, supported by strong ramps in XPU attached products and a diversified program pipeline.
Networking and product leadership
Investments in scale-up networking, including acquisitions of Celestial and XConn, position the company to offer comprehensive rack-scale solutions.
Transition from copper to optical interconnects is underway, with photonic chiplet integration and a full roadmap across UALink and ESUN standards.
XConn acquisition brings core PCIe and CXL switching capabilities, filling out the portfolio and accelerating roadmap execution.
Multi-hundred-million-dollar revenue expected from AEC and retimer products in fiscal 2027, with further growth anticipated as the transition to PAM technology accelerates.
Scale-out Ethernet switching business is ramping, with Teralynx 10 and upcoming 100T products driving revenue to $500 million+ and expanding the customer base.
Custom ASIC and XPU business
Over 20 custom XPU and XPU-attached chip programs are in the pipeline, with strong demand and purchase orders secured through 2026.
Custom XPUs are highly programmable, enabling flexible AI model deployment and supporting rapid growth in AI infrastructure.
Embedded SRAM technology offers significant area and power advantages, with a 2nm SRAM platform differentiating XPU designs.
Supply chain has been retooled for long-term strategic partnerships, ensuring access to critical components and capacity through 2030.
Confident outlook for continued growth, with proactive supply planning and strong relationships with suppliers.
What underpins custom business doubling in FY28?
Marvell's unique position in scale-up networking
Address custom AI XPU programmability concerns.
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Next Marvell Technology earnings date
Q4 20265 Mar, 2026
Marvell Technology
Next Marvell Technology earnings date
Q4 20265 Mar, 2026
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Frequently asked questions
Marvell focuses its analog and mixed-signal products on applications including wired and wireless communications, storage, automotive, industrial, medical imaging, and power management. The company's PCI Express interfaces serve the networking and broadband video markets. Marvell's digital signal processors are used in Bluetooth handsets and other portables devices in the communications and consumer electronics markets. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
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