Marvell beat estimates with $2.418 billion in revenue against a $2.15 billion model, driven by $1.8 billion in data center sales that rose 27% year over year. Management raised full-year growth guidance to about 50% and lifted its fiscal 2028 revenue target to $16.5 billion, citing interconnect revenue surging over 70% on the back of a new NVIDIA partnership covering optics and NVLink Fusion. The company also highlighted the Polariton acquisition for terahertz-speed modulators, though it offered no gross margin guidance amid questions on mix shift and growth durability.

Company: Marvell Technology, Inc. (MRVL) — Q1 FY2027

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