Short answer
Marvell Technology (MRVL) filed its Q3 2026 10-Q quarterly report on Aug 28, 2026 for the quarter ended Aug 1, 2026. Quarterly revenue was $2.7B (up 36.5% year over year) with net income of $308M.
Q3 2026 key financials · XBRL
- Revenue
- $2.7B
- +36.5% YoY · +13.3% QoQ
- Net income
- $308M
- +58.1% YoY · +792.8% QoQ
- Operating margin
- 16.8%
- Gross margin
- 53.1%
- EPS (diluted)
- $0.34
- +47.8% YoY · +750.0% QoQ
Source: XBRL data from the Marvell Technology (MRVL) Q3 2026 10-Q on SEC EDGAR. USD.
Marvell Technology Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $2,739.3M, up 36.5% YoY from $2,006.1M
- Gross margin 53.1% vs 50.4% YoY; operating margin 16.8% vs 14.5%
- Best market data center sales, up 46% on AI demand; communications and other sales up 10%
- Cash $3.9B, up $1.3B from January 31, 2026; $400.0M share repurchases and $107.7M dividends
- Headwinds tariffs and geopolitical events, supply constraints, customer concentration, and semiconductor demand volatility
Risk Factors
- New regulatory risk: July 2026 bipartisan AI oversight legislation could establish U.S. government oversight over cutting-edge AI models
- Market risk: AI data-center deployment delays from power, water, permitting, labor, and community constraints could reduce product demand
- Customer concentration: Ten largest customers represented 82% of fiscal 2026 net revenue
- Competitive risk: Large customers may develop in-house semiconductor solutions, reducing Marvell demand
- Financial risk: Purchase-order customers can cancel, change, or delay commitments with relatively short notice
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Marvell Technology quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.