Carrier and enterprise networking
Communications and other revenue rose 10% year over year in the quarter ended August 1, 2026, and fell 3% from the prior quarter.
The numbers
Communications and other revenue$567.8 millionQ2 FY2027 (quarter ended Aug 1, 2026) · +10% y/y; 21% of total revenue · source ↗
What it is
Carrier and enterprise networking chips, including optical and Ethernet products for telecom networks and enterprise switching, reported inside Communications and other.
Why it matters to the stock. This is the cyclical base of the company. It moves with carrier spending, and it funds the data center investments.
News
Marvell posts record Q2 fiscal 2027 revenue of $2.74 billion, up 37%, and guides Q3 to $3.15 billion
Marvell reported record second-quarter fiscal 2027 revenue of $2.739 billion, up 37% year over year and $39.0 million above the midpoint of its guidance.
Earnings
Marvell posts record Q1 fiscal 2027 revenue of $2.418 billion; guides Q2 to $2.7 billion
Marvell reported record first-quarter fiscal 2027 revenue of $2.418 billion, up 28% year over year, with non-GAAP EPS of $0.80.
Earnings