Marvell Technology

Marvell Technology, Inc. engages in the provision of data infrastructure semiconductor solutions. It offers compute, networking, storage, and custom solutions. The firm designs, develops, and sells integrated circuits. The company was founded by Wei Li Dai, Pantas Sutardja, and Sehat Sutardja in 1995 and is headquartered in Wilmington, DE.

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Marvell exceeds Q1 revenue expectations, anticipates strong AI growth

Marvell's Q1 2023 performance exceeded expectations, with strong growth drivers in AI, cloud infrastructure, automotive, and storage. The company is making strategic OpEx cuts and belt tightening to reposition spending. However, challenges are anticipated in the enterprise and carrier segments, with inventory overhang in the cloud side and potential lumpiness in the 5G base station market.

Marvell Technology (MRVL) reports strong Q2 revenue driven by AI demand

Marvell Technology (MRVL) reported strong Q2 revenue driven by AI demand, but faced challenges in certain business segments. The company's strengths include strong growth in automotive and industrial end markets, while opportunities lie in custom silicon programs for AI and electro-optical business.

Marvell surpasses Q3 revenue expectations, eyes growth in AI

Marvell's Q3 performance exceeded expectations, driven by strong data center and carrier infrastructure revenue. While facing challenges in certain market segments, the company is well-positioned to capitalize on opportunities in AI and cloud infrastructure for future growth.

Marvell Technology reports Q4 revenue growth, anticipates challenges and opportunities

Marvell Technology's Q4 performance showed revenue growth but challenges in certain segments. Strengths in enterprise networking and growth areas like 5G provide optimism. Challenges include revenue declines in Q1 and margin pressure. Opportunities in future growth areas and confidence in long-term prospects.

Marvell Technology (MRVL) reports strong Q1 earnings and eyes AI growth opportunities

Marvell Technology (MRVL) delivered strong earnings, driven by AI growth and revenue across key end markets, with plans for margin improvement and expense reduction.
Despite challenges like inventory overhang and market uncertainties, Marvell's strategic strengths in AI, technology leadership, and financial adjustments position it for future growth.
Opportunities in AI, cloud infrastructure, and market leadership underscore Marvell's potential for continued success and growth in the evolving tech landscape.
Balancing performance, strengths, challenges, and opportunities, Marvell remains well-positioned for growth, supported by strategic initiatives and a focus on key technologies.

Marvell Technology beats Q2 revenue expectations, eyes AI growth

Marvell Technology's Q2 performance exceeded expectations, with strong revenue and growth in key segments like AI and data center.
Despite challenges in certain segments, Marvell's strengths lie in maintaining margins, market share, and positive outlook for future growth.
Opportunities abound in AI, data center, and Electro-Optical segments, positioning Marvell for continued revenue growth and market leadership.
The company's focus on operational efficiency and revenue diversification sets the stage for sustained financial improvement and market competitiveness.

Marvell Technology reports solid Q3 earnings, eyes growth opportunities

Marvell Technology's Q3 performance reflects resilience and strategic focus amidst market challenges, with solid financial metrics and growth in key segments.
While facing short-term revenue declines in certain markets, Marvell's strengths in data center, cloud, and custom silicon opportunities position it well for future growth.
Addressing challenges in specific end markets and the carrier business, Marvell aims to leverage opportunities in cloud AI, custom silicon, and data center markets for sustained growth.
With a strong financial position, operational efficiency, and strategic partnerships, Marvell is poised to navigate challenges and capitalize on growth opportunities in high-demand technology sectors.

Marvell Technology posts solid Q4 earnings, eyes accelerated infrastructure growth

Marvell's Q4 performance reflects strong revenue growth and strategic investments in AI data centers and cloud-optimized silicon programs.
While facing margin challenges and segment bottoming in Q1 2025, Marvell's custom silicon and AI businesses present substantial growth opportunities.
With a focus on accelerated infrastructure and data center expansion, Marvell anticipates significant growth in the semiconductor industry for fiscal '26.

Marvell Technology beats Q1 expectations, eyes growth in data centers

Marvell Technology's Q1 performance exceeded expectations, with a focus on data center revenue growth and new market expansion. Despite challenges in certain end markets, the company is poised for recovery and anticipates strong opportunities in custom silicon and optical solutions.

Marvell Technology beats revenue guidance, eyes AI growth opportunities

Marvell Technology delivered strong Q2 results, with a positive outlook for sequential and year-over-year growth in key markets.
Strategic initiatives in AI custom silicon and interconnect technologies position the company for long-term success and market leadership.
While facing challenges in certain end markets, Marvell's financial strength and growth prospects indicate a promising future for investors.

Marvell Technology surpasses Q3 expectations, eyes growth in strategic sectors

Marvell Technology demonstrated robust performance in Q3, exceeding revenue guidance and showcasing significant sequential growth in non-GAAP EPS.
The company's strategic partnerships, focus on infrastructure acceleration, and market positioning in key sectors like AI and data centers highlight its potential for sustained growth.
While facing challenges in certain end markets due to seasonality, Marvell remains poised to capitalize on opportunities in AI, data centers, and enterprise networking for future expansion.
Overall, Marvell's strong financial performance, strategic initiatives, and market adaptability position it well for continued success and growth in the semiconductor industry.

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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology delivered a stunning beat-and-raise in its fiscal Q3 earnings release. Marvell Technology has made significant strides toward its $75B market opportunity as the AI growth inflection continues unabated. MRVL's expensive valuation hasn't torpedoed its surging momentum, given the company's robust execution.

Marvell Q3: Lofty Expectations Could Burn Investors (Downgrade)

Wall Street is excited about Marvell's traction in custom offerings and partnership with Amazon's AWS.

Marvell's stock explodes higher as it's dubbed the next hot AI chip name

Salesforce

US equity benchmarks rose on Wednesday led by gains in technology shares such as Salesforce and Marvell Technology.  At the time of writing, the Dow Jones Industrial Average was up 0.6%, while the S&P 500 gained 0.3%.

Nasdaq and S&P 500 hit record highs on Salesforce, Marvell gains

Marvell Technology Inc (NASDAQ:MRVL) earlier issued upbeat fiscal-fourth quarter guidance due to artificial intelligence (AI) demand.

Marvell Technology Stock Breaks Record on Beat-and-Raise

Marvell posted fiscal Q3 earnings and revenue that topped estimates amid strong demand for its custom chips for artificial intelligence applications. The post Nvidia Rival Marvell's Custom AI Chip Business Drives Earnings Beat.

Nvidia Rival Marvell's Custom AI Chip Business Drives Earnings Beat. Shares Jump.

Amazon

Salesforce And Marvell Deliver Strong Earnings; Amazon Moves In On Nvidia

Marvell Technology (MRVL) jumped in premarket trading Wednesday after the chipmaker posted strong quarterly results and issued a rosy outlook amid robust demand for its custom AI chips.

Marvell Technology Price Levels to Watch as Stock Soars After Strong Earnings

Marvell Technology Inc. MRVL reported better-than-expected third-quarter financial results and issued fourth-quarter guidance above estimates on Tuesday.

These Analysts Increase Their Forecasts On Marvell Technology After Upbeat Results

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A new boss will have to decide whether to abandon the company's hopes of becoming a chip-manufacturing leader.

Intel's Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix.

Marvell Technology's shares jumped over 13% in premarket trading on Wednesday after the chipmaker's optimistic forecast boosted investor confidence in AI-related stocks.

Marvell shares surge on AI chip demand, forecasts strong Q4

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Marvell's custom silicon business now comprises 73% of Q3 revenues, driven by a 5-year agreement with Amazon AWS for AI accelerators and optical interconnect products. The company reported strong Q3 results with adjusted EPS of $0.43 and revenue of $1.52B, significantly benefiting from a 98% YoY increase in data center revenue. Marvell's restructuring efforts and focus on AI have positioned it well for future growth, with strong Q4 guidance and a forecasted 26% revenue growth for fiscal 2025.

Marvell Technology Q3: A True AI Winner

I reiterate a ‘Strong Buy' rating for Marvell Technology with a one-year target price of $130 per share due to robust growth in custom silicon solutions. Marvell's expanded partnership with Amazon AWS, including custom AI products and Ethernet switching silicon, strengthens its position in the AI computing market. Marvell reported 98% year-over-year growth in its data center business, driven by custom silicon ramp-up, with data centers now representing 72.6% of total revenue.

Marvell Technology Q3: Accelerating Growth Ahead

Marvell Technology, Inc. (NASDAQ:MRVL ) Q3 2025 Earnings Conference Call December 3, 2024 4:45 PM ET Company Participants Ashish Saran - Senior Vice President, Investor Relations Matt Murphy - Chairman & Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Ross Seymore - Deutsche Bank Harlan Sur - JPMorgan Toshiya Hari - Goldman Sachs Blayne Curtis - Jefferies Tom O'Malley - Barclays Mark Lipacis - Evercore Tore Svanberg - Stifel CJ Muse - Cantor Fitzgerald Chris Caso - Wolfe Research Atif Malik - Citi Srini Pajjuri - Raymond James Operator Good afternoon, and welcome to Marvell Technology, Inc. Third Quarter of Fiscal Year 2025 Earnings Conference Call. All participants will be in listen-only mode.

Marvell Technology, Inc. (MRVL) Q3 2025 Earnings Call Transcript

Although the revenue and EPS for Marvell (MRVL) give a sense of how its business performed in the quarter ended October 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Marvell (MRVL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Marvell Technology (MRVL) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.41 per share a year ago.

Marvell Technology (MRVL) Q3 Earnings and Revenues Surpass Estimates

Marvell's results signal a gradually healthier business that's about more than just the AI boom.

Marvell's stock rises on strong AI demand, but this trend may be just as big

Chipmaker Marvell Technology forecast fourth-quarter revenue above estimates on Tuesday, betting on robust demand for its custom artificial intelligence chips from businesses adopting booming generative AI technology.

Marvell forecasts fourth-quarter revenue above estimates on strong AI-backed demand

Here are a few notable comments from Marvell's third-quarter earnings release: “Marvell's fiscal third quarter 2025 revenue grew 19% sequentially, well above the mid-point of our guidance, driven by strong demand from AI.

Marvell (MRVL) Stock Jumps 9% After Hours – Here's What Investors Like

Q3 Net Revenue: $1.516 billion, grew by 7% year-on-year Q3 Gross Margin: 23.0% GAAP gross margin; 60.5% non-GAAP gross margin Q3 Diluted income (loss) per share: $(0.78) GAAP diluted loss per share; $0.43 non-GAAP diluted income per share SANTA CLARA, Calif. , Dec. 3, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the third quarter of fiscal year 2025.

Marvell Technology, Inc. Reports Third Quarter of Fiscal Year 2025 Financial Results

On Monday, Amazon Web Services (AWS) and Marvell Technology, Inc MRVL announced an expanded relationship for AI and data connectivity products.

Amazon Web Services Mix Of Marvell And Trainium Still Trails Nvidia: Analyst

Marvell Technology Inc MRVL will be reporting its third-quarter earnings on Tuesday. Wall Street expects 41 cents in EPS and $1.46 billion in revenues as the company reports after market hours.

Marvell Stock Builds Momentum Ahead Of Q3 Earnings

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Marvell Technology, Inc. MRVL will release earnings results for its third quarter, after the closing bell on Tuesday, Dec. 3.

Marvell Technology Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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