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
Mar 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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