Marvell’s Q4 Revenue Up 22% to $2.22B; Samsara Guides Q1 $454–456M
Marvell Technology reported Q4 fiscal 2026 revenue of $2.22 billion, up 22% year over year, with adjusted earnings per share of $0.80 topping estimates. Samsara’s Q4 revenue of $444.3 million climbed 28% year over year and ARR grew 30% to $1.89 billion, with Q1 revenue guidance of $454–456 million exceeding forecasts.
1. Marvell Technology Q4 Fiscal 2026 Results
Marvell Technology reported fourth-quarter fiscal 2026 revenue of $2.22 billion, a 22% increase year over year, driven by strong AI demand. Adjusted earnings per share of $0.80 beat consensus, while operating cash flow totaled $373.7 million. The company forecasts Q1 revenue of about $2.40 billion, plus or minus 5%, and adjusted EPS of $0.79, plus or minus $0.05.
2. Samsara Q4 Performance and Guidance
Samsara generated Q4 revenue of $444.3 million and adjusted earnings of $0.18 per share, exceeding estimates of $422.26 million and $0.13. Annual recurring revenue reached $1.89 billion, up 30%, driving overall revenue growth of 28%. Management projects Q1 revenue between $454 million and $456 million and fiscal 2027 revenue around $1.97–1.98 billion.