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Marvell Technology

MRVL Q4 2025 Earnings

Reported Mar 5, 2025 at 4:09 PM ET · SEC Source

Q4 25 EPS

$0.60

BEAT +1.69%

Est. $0.59

Q4 25 Revenue

$1.82B

vs S&P Since Q4 25

+89.8%

BEATING MARKET

MRVL +115.6% vs S&P +25.8%

Full Year 2025 Results

FY 25 EPS

$1.57

BEAT +0.75%

Est. $1.56

FY 25 Revenue

$5.77B

BEAT +0.32%

Est. $5.75B

Market Reaction

Did MRVL Beat Earnings? Q4 2025 Results

Marvell Technology closed out fiscal 2025 on a high note, reporting Q4 revenue of $1.82 billion, up 27.4% year-over-year, and non-GAAP EPS of $0.60, edging past the Wall Street consensus of $0.59 by 1.69% while revenue topped estimates by 1.03%. The … Read more Marvell Technology closed out fiscal 2025 on a high note, reporting Q4 revenue of $1.82 billion, up 27.4% year-over-year, and non-GAAP EPS of $0.60, edging past the Wall Street consensus of $0.59 by 1.69% while revenue topped estimates by 1.03%. The headline driver was unmistakable: Marvell's data center segment surged 78% year-over-year to $1.37 billion, now accounting for 75% of total revenue as the company's strategic pivot toward AI and cloud infrastructure continues to reshape its business mix. Custom AI silicon programs entering volume production and a growing roster of design wins gave management the confidence to guide Q1 fiscal 2026 revenue to $1.88 billion, implying more than 60% year-over-year growth at the midpoint, alongside non-GAAP EPS of $0.61. For those tracking the company's recent momentum, this quarter represents a meaningful acceleration, with analysts already flagging Marvell as one of the semiconductor sector's more compelling AI-driven growth stories heading into fiscal 2026.

Key Takeaways

  • • Data center revenue grew 78% YoY, driven by AI and cloud infrastructure demand
  • • Custom AI silicon programs entering volume production
  • • Strong growth from interconnect products
  • • 20% sequential revenue growth
  • • Record operating cash flow of $1.68 billion for full fiscal year
24/7 Wall St

MRVL YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

24/7 Wall St

MRVL Revenue by Segment

With YoY comparisons, source: SEC Filings

Q4 25 Q3 26

“We closed fiscal year 2025 on a high note, delivering record fourth-quarter revenue of $1.817 billion – an increase of 20% sequentially and 27% year-over-year. This performance was driven by strong growth in our data center end market, where revenue increased 78% year-over-year in the fourth quarter, along with a continued recovery in our multi-market businesses. For the full fiscal year, we delivered a record $1.68 billion in operating cash flow and returned $933 million to stockholders through stock repurchases and dividends.”

— Matt Murphy, Q4 2025 Earnings Press Release

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