마벨 2Q26 실적 지표 2Q FY27 Results = 매출 $2.74B (est. $2.71B) = GPM 58.9%… — 딘스티커 Dean's Ticker

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마벨 2Q26 실적 지표

2Q FY27 Results
= 매출 $2.74B (est. $2.71B)
= GPM 58.9% (est. 58.9%)
= OPM 36.6% (est. 37.0%)

3Q FY27 Guidance
= 매출 $3.15B (est. $3.09B)
= GPM 57.5~58.5% (est. 58.3%)
= 영업비용 $655M (est. $801M)

FY27 Guidance
= 매출 $11.5B → $12.0B (est. $12.1B)
= 데이터센터 매출 YoY 50% → 60%
= 영업비용 $2.45B → $2.55B (est. $2.34B)

FY28 Guidance
= 매출 $16.5B → $18.0B (est. $18.2B)
= 데이터센터 매출 YoY 55% → 60%
= OPM 38~40% 상단 (est. 38.3%)

-8%

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