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Broadcom may fit investors who prioritize greater scale and a mix of semiconductor and infrastructure-software revenue; Marvell may fit investors seeking a smaller business with strong recent data-center growth. Neither profile establishes which stock is attractively priced or likely to deliver higher returns. That requires a valuation comparison using synchronized share prices and consistent financial measures.
How the businesses differ
Broadcom is not solely a semiconductor company. In the quarter ended August 2, 2026, it reported $29.591 billion in revenue: $20.839 billion from semiconductor solutions and $8.752 billion from infrastructure software. Software supplied 30% of quarterly revenue, with VMware Cloud Foundation cited as a key driver of segment growth. Broadcom’s August 2026 Form 10-Q
Marvell’s reported business in the quarter ended August 1, 2026 was smaller in revenue and its recent growth was led by data-center sales. The latest figures below help frame the contrast, but they are reported results from different companies and fiscal periods—not a forecast or a direct measure of investment value.
| Measure | Broadcom | Marvell |
|---|---|---|
| Quarter ended | August 2, 2026 | August 1, 2026 |
| Quarterly revenue | $29.591 billion | $2.7393 billion |
| Revenue mix or growth detail | $20.839 billion semiconductor solutions; $8.752 billion infrastructure software | Revenue increased 36.5% year over year; data-center sales increased 46% |
| Reported gross margin | 69%; the filing notes software has higher gross margin than semiconductor solutions | 53.1% GAAP gross margin |
Figures are company-reported. Broadcom’s filing gives the segment revenue and gross margin figures; Marvell’s filing reports its quarter revenue, year-over-year growth, data-center growth and GAAP gross margin. Broadcom Form 10-Q; Marvell Form 10-Q
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Broadcom: AI semiconductors alongside software
Broadcom’s August-quarter filing attributes semiconductor growth primarily to custom AI accelerators and AI networking, while infrastructure-software growth was primarily attributed to VMware Cloud Foundation. In an earlier period, Broadcom reported $10.8 billion in AI semiconductor revenue for Q2 FY2026, up 143% year over year. CEO Hock E. Tan said that quarter’s AI semiconductor growth was driven by increasing demand for custom AI accelerators and AI networking. That is a company-reported result and an executive explanation, not an independent forecast. Broadcom Q2 FY2026 results release, June 3, 2026
Marvell: fast recent data-center growth
Marvell reported 46% year-over-year data-center sales growth for the quarter ended August 1, 2026, and linked that performance to strong AI-related demand. Total quarterly revenue rose 36.5% year over year to $2.7393 billion. These figures show momentum in the reported quarter; they do not establish that the same growth rate will continue. Marvell’s August 2026 Form 10-Q
Longer-period figures also show Marvell’s expansion, but they are not directly period-matched to Broadcom’s cited fiscal-year figures: Marvell reported $8.195 billion in fiscal 2026 revenue, approximately 38% higher than fiscal 2023, and fiscal 2026 GAAP diluted EPS of $3.07 versus a loss of $0.19 in fiscal 2023. Marvell DEF 14A, May 13, 2026
Customer concentration is a separate risk from market size
Broadcom disclosed that its five largest end customers accounted for approximately 55% of revenue in the quarter ended August 2, 2026, and approximately 50% of revenue for its first three fiscal quarters through that date. The filing says it expects this concentration to persist. Large customer relationships can support substantial sales, but reliance on a small group also makes results more sensitive to changes in their purchasing plans. Broadcom Form 10-Q
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Margins and scale need careful interpretation
The reported gross margins in the latest-quarter table are not a clean quality ranking. Broadcom’s 69% figure reflects a business with both semiconductor solutions and infrastructure software, and its filing says software has higher gross margin than semiconductor solutions. Marvell’s 53.1% figure is explicitly GAAP gross margin. Business mix and reporting basis matter; comparing profitability more fully requires consistently defined measures.
Annual figures reinforce the scale difference but mix different fiscal years and measurement bases:
| Company and period | Reported figure | How to read it |
|---|---|---|
| Broadcom, fiscal 2025 | $63.887 billion revenue; $26.914 billion non-GAAP free cash flow | Revenue and non-GAAP cash flow figures reported in Broadcom’s Q3 FY2026 company overview; not the same period or basis as Marvell’s fiscal 2026 figures. |
| Marvell, fiscal 2026 | $8.195 billion revenue; $3.07 GAAP diluted EPS | Company figures reported in its 2026 DEF 14A; fiscal-year revenue and GAAP EPS are not matched to Broadcom’s fiscal 2025 revenue and non-GAAP free cash flow. |
Broadcom Q3 2026 company overview; Marvell DEF 14A. These figures provide scale context, not a like-for-like profitability comparison. Before comparing cash flow or earnings, align the fiscal period and accounting definition.
Both depend on AI infrastructure spending—and must execute
AI-related demand is a meaningful growth driver for both companies, so neither is insulated from a slowdown or a change in how customers build data centers. Marvell’s August 2026 filing specifically warns that delayed data-center builds, power or permitting constraints, reduced customer spending, changing technology needs and competition can affect demand or results. It also states, “The semiconductor industry is extremely competitive.” Marvell Form 10-Q
For Broadcom, the disclosed reliance on a small group of large end customers adds another company-specific sensitivity: a change in purchasing by those customers could matter even if overall AI investment remains strong. Both business profiles therefore depend on translating demand into products customers adopt, while managing competition and execution.
Which profile may fit your portfolio?
- Consider Broadcom’s profile if you want exposure to AI semiconductors alongside a substantial infrastructure-software business, and are comfortable with the customer concentration disclosed in its filing.
- Consider Marvell’s profile if you are looking for a smaller company whose recent reported growth is more directly tied to data-center sales, and accept that demand, infrastructure buildouts and competition can affect results.
- Do not choose on growth rate alone if your decision depends on expected returns. Recent revenue growth describes past performance; it does not reveal what price investors are paying for future results.
These are business-profile distinctions, not personalized allocation advice. A portfolio decision also depends on your time horizon, risk tolerance, existing holdings and how much exposure you already have to semiconductor and AI-infrastructure companies.
What a valuation comparison still needs
The reported operating figures do not answer which shares are attractively priced as of October 4, 2026. A valuation comparison needs synchronized share prices and consistent denominators—such as the same earnings or cash-flow period and accounting basis. Without that, a higher growth rate, larger revenue base or gross-margin figure cannot establish which stock offers better value or expected return.
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