MARVELL TECHNOLOGYFY26Q4业绩点评及业绩说明会纪：单季与财年收入双创记录需求强劲上调FY27-28指引

华创证券03-08

事项：2026 年3 月5 日Marvell Technology 发布FY2026Q4 报告，并召开业绩说明会。公司FY26Q4 截至2026 年1 月31 日，下文中统一采用财季表述为FY26Q4。评论：1. 营收情况：FY26Q4 营收为22.19 亿美元（QoQ+7%，YoY+22%），由于数据中心终端市场的强劲需求，营收超过了预期中值。2. 下游营收拆分：（1）数据中心市场：FY26Q4...

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MARVELL TECHNOLOGYFY26Q4业绩点评及业绩说明会纪：单季与财年收入双创记录 需求强劲上调FY27-28指引

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MARVELL TECHNOLOGYFY26Q4业绩点评及业绩说明会纪：单季与财年收入双创记录需求强劲上调FY27-28指引