{"slug": "nvidia-earnings-report-expected-wednesday-marvell-follows-thursday", "title": "Nvidia earnings report expected Wednesday, Marvell follows Thursday", "summary": "Nvidia is set to report Q2 FY2027 earnings on Wednesday, August 26, with Wall Street expecting EPS of $2.07, following record Q4 FY2026 revenue of $68.1 billion, a 73% year-over-year increase. Marvell Technology reports Thursday with a consensus EPS of $0.87, after announcing a collaboration with Nvidia on NVLink Fusion Technology on August 3. Options markets show significant positioning ahead of Nvidia's report, with open interest near 15 million contracts.", "body_md": "Via nvidia.com\n\n# Nvidia earnings report expected Wednesday, Marvell follows Thursday\n\nTwo of AI's most important chipmakers report back-to-back this week, with options markets signaling significant positioning ahead of the results\n\nNvidia releases its Q2 FY2027 earnings on Wednesday, August 26, with Marvell Technology following one day later.\n\nWall Street expects Nvidia to post earnings per share of $2.07, reflecting continued confidence in a company that reported record revenue of $68.1 billion in Q4 FY2026, a 73% jump from the year prior. Marvell’s consensus EPS sits at $0.87.\n\n## Options markets are paying attention\n\nThe options market tells its own story ahead of Nvidia’s report. Open interest sits near 15 million contracts, a number that’s actually slightly below the stock’s 52-week average.\n\nThe original market intelligence noted that “high-performing wallets” are positioned ahead of earnings, suggesting that sophisticated traders have already placed their bets. Marvell’s options activity, by contrast, reflects a more balanced sentiment, with neither bulls nor bears dominating the flow.\n\n## The Marvell-Nvidia connection deepens\n\nOn August 3, Marvell announced a collaboration with Nvidia centered on NVLink Fusion Technology, effectively embedding itself deeper into Nvidia’s AI ecosystem. Marvell’s role in that architecture focuses on networking and storage solutions.\n\n## What the numbers will actually tell us\n\nNvidia’s Q4 FY2026 revenue of $68.1 billion set a high bar. That 73% year-over-year growth rate is the kind of number that would be remarkable for a startup, let alone a company with a market capitalization measured in the trillions.\n\nThe EPS consensus of $2.07 implies analysts expect Nvidia to keep converting revenue into profit at impressive margins. Nvidia’s data center GPU business, particularly its Blackwell architecture chips, has commanded significant pricing power.\n\nFor Marvell, the $0.87 EPS estimate reflects a company in a different growth phase. Marvell has been transitioning from a legacy semiconductor business into an AI-adjacent infrastructure play. The NVLink Fusion partnership gives management a fresh talking point for the earnings call, but investors will want to see that collaboration reflected in actual order books and revenue guidance.\n\nSemiconductor companies sit upstream in the technology supply chain, meaning their results often preview spending trends that show up in cloud provider and enterprise software earnings weeks later.\n\nInvestors watching these reports should pay particular attention to forward guidance rather than backward-looking results.\n\n**Disclosure:** This article was edited by Editorial Team. For more information on how we create and review content, see our\n\n[Editorial Policy](https://cryptobriefing.com/editorial-policy/).", "url": "https://wpnews.pro/news/nvidia-earnings-report-expected-wednesday-marvell-follows-thursday", "canonical_source": "https://cryptobriefing.com/nvidia-marvell-earnings-week-ai-chips/", "published_at": "2026-08-24 04:46:50+00:00", "updated_at": "2026-08-24 05:13:07.191613+00:00", "lang": "en", "topics": ["ai-chips", "ai-infrastructure"], "entities": ["Nvidia", "Marvell Technology", "NVLink Fusion Technology", "Blackwell"], "alternates": {"html": "https://wpnews.pro/news/nvidia-earnings-report-expected-wednesday-marvell-follows-thursday", "markdown": "https://wpnews.pro/news/nvidia-earnings-report-expected-wednesday-marvell-follows-thursday.md", "text": "https://wpnews.pro/news/nvidia-earnings-report-expected-wednesday-marvell-follows-thursday.txt", "jsonld": "https://wpnews.pro/news/nvidia-earnings-report-expected-wednesday-marvell-follows-thursday.jsonld"}}