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.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

SANTA CLARA, Calif. , Oct. 14, 2024 /PRNewswire/ -- 2024 OCP Global Summit  –  Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the development of FBNIC, a custom 5nm network interface controller (NIC) ASIC in collaboration with Meta to meet the company's infrastructure and use case requirements.

Marvell Delivers Custom Ethernet Network Interface Controller Solution at Open Compute Project

Data Center Portfolio Powers the Next Generation of AI and Cloud SANTA CLARA, Calif. , Oct. 14, 2024 /PRNewswire/ -- 2024 OCP Global Summit – Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, will highlight its latest advancements in accelerated infrastructure at the 2024 OCP Global Summit, October 15-17, in San Jose, California.

Marvell to Showcase Accelerated Infrastructure for AI at 2024 OCP Global Summit

Micron Technology

Investors looking to capitalize on the booming demand for AI servers should consider taking a closer look at these two stocks that are set to deliver impressive growth.

Artificial Intelligence (AI) Servers Are Set to Become a $187 Billion Industry in 2024: 2 Hot Stocks That Are Set to Soar Thanks to This Massive Opportunity

ARM Holdings PLC

The artificial intelligence (AI) revolution is charging ahead, and stocks like NVIDIA Co. NASDAQ: NVDA are leading the charge with triple-digit revenue and stock performance gains. The impact of the AI boom has been evident in their top and bottom lines as NVIDIA maintains over a 90% market share of AI chips.

Think You Missed the AI Boom? These 3 Stocks Are Just Starting

While MRVL's exposure to China and elevated valuation are legitimate concerns, its promising product pipeline and efficient execution make the stock worth holding on to.

Marvell Soars 22% YTD: Should Investors Buy, Sell or Hold the Stock?

Marvell's data center revenue soared 92% year-over-year in Q2, now making up 69% of total revenue. Marvell capitalizes on AI demand with custom silicon solutions, targeting a $421 billion AI market by 2033. The giant introduced the industry's first 1.6 Tbps DSP and 800G DSPs, enhancing data transfer speeds for AI workloads.

Marvell's Custom Silicon Strategy: Powering The AI Surge

Marvell Technology's AI networking and custom compute chips are well-positioned to bolster its AI growth inflection prospects. It faces tough competition against Broadcom while attempting to gain more share against customers adopting merchant silicon. However, increasingly expensive AI training requirements could compel tier-one hyperscalers to turn to Marvell's custom AI compute and networking portfolio.

Marvell: Well-Poised For A Major AI Upcycle

Recently, Zacks.com users have been paying close attention to Marvell (MRVL). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Marvell Technology, Inc. (MRVL) is a Trending Stock

Marvell's diverse end markets provide diversification, but until this last quarter, the strong data center growth has been more than offset by weakness in other end markets. With management confidently stating that enterprise networking and carrier markets have bottomed and sequential growth anticipated, most of Marvell's business is now moving in the same positive direction. I see strong upside for the second half due to better-than-expected custom silicon ramps and optics business.

Marvell Technology: The Turnaround We Have Been Waiting For Is Finally Here

Shares of Marvell Technology Inc (MRVL, Financial) surged 3.26% in mid-day trading on Oct 2. The stock reached an intraday high of $72.87, before settling at $72.60, up from its previous close of $70.31.

Marvell Technology Inc (MRVL) Trading 3.26% Higher on Oct 2

Marvell Technology's stock has not made a great deal of progress since we last covered it and is effectively down by 9%. We are now revising our rating from a HOLD to a BUY. The AI-related momentum is proving to be better than expected, whilst the non-data center related segments have stabilized and are looking to grow from a low base.

Marvell Technology: It's Time To Get More Constructive (Rating Upgrade)

Arm's chips are everywhere, and its high-margin business model could translate to phenomenal returns. Marvell stands to benefit from the AI infrastructure buildout as well as a recovery in its non-AI businesses.

History Says the S&P 500 Could Soar: 2 Monster Stocks to Buy, According to These Wall Street Analysts

Broadcom

QUALCOMM

Chip stocks rose Thursday on the back of Micron's AI demand outlook.

Qualcomm, Broadcom, Marvell Stocks Rise. The AI Run Gets Boost After Micron's Strong Outlook.

I reiterate a buy rating for Marvell Technology (MRVL) due to expected growth acceleration and EBITDA margin expansion. The Data Center segment's revenue grew 7.9% sequentially, and with no signs of slowdown in data center investments, I expect to continue leading MRVL's growth. Margin expansion is supported by strong operating leverage, which should result in increased cash generation, enabling more capital returns to shareholders.

Marvell Technology: All Clear For EBITDA Growth To Take Off

Marvell (MRVL) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Marvell (MRVL): Strong Industry, Solid Earnings Estimate Revisions

Delivering Breakthrough Technologies Designed to Meet the Rising Demand for Bandwidth Across AI-Driven Data Centers and Networks SANTA CLARA, Calif. , Sept. 20, 2024 /PRNewswire/ --  ECOC 2024  – Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, will showcase its industry-leading optical technology designed to meet the rising performance demands of AI cloud data centers at the European Conference on Optical Communication (ECOC) 2024, September 22–26 at the Congress Center Messe Frankfurt, Germany.

Marvell to Showcase Optical Interconnect Innovations for Accelerated Infrastructure at ECOC 2024

Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Is Trending Stock Marvell Technology, Inc. (MRVL) a Buy Now?

The Indonesia born billionaire led Marvell Technology to become one of the world's largest chipmakers before stepping down from the company he co-founded after being accused of fraud

Marvell Technology's billionaire co-founder, Sehat Sutardja, has died

Lyft

Northern Trust

The Nasdaq 100 closed lower by around 0.5% during Monday's session. Investors, meanwhile, focused on some notable insider trades.

Nasdaq, Marvell Technology And 2 Other Stocks Executives Are Selling

In the race for semiconductor supremacy, three giants stand tall: Broadcom Inc AVGO, Micron Technology Inc MU, and Marvell Technology Inc MRVL.

Semiconductor Smackdown: Broadcom Vs. Micron Vs. Marvell

SANTA CLARA, Calif. , Sept. 13, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), today announced a quarterly dividend of $0.06 per share of common stock payable on October 31, 2024 to shareholders of record as of October 11, 2024.

Marvell Technology, Inc. Declares Quarterly Dividend Payment

Advanced Micro Devices

Technology executives remained bullish on AI growth at a major industry conference. Analysts also stayed bullish on AI, especially for Arm and AMD.

Why AI Chip Stocks Advanced Micro Devices, Arm Holdings, and Marvell Technologies Rallied This Week

Marvell Technology, Inc. (NASDAQ:MRVL ) Goldman Sachs Communacopia + Technology Conference Call September 11, 2024 6:45 PM ET Company Participants Matthew Murphy - Chairman and Chief Executive Officer Conference Call Participants Toshiya Hari - Goldman Sachs Group, Inc. Toshiya Hari Okay. Great. I think we're live.

Marvell Technology, Inc. (MRVL) Goldman Sachs Communacopia + Technology Conference (Transcript)

Nvidia (NVDA) stock has remained in a deep bear market, falling by over 23% from its highest point this year. This drop has brought its market cap to over $2.6 trillion, down from its all-time high of $3.35 trillion.

Think Nvidia stock is expensive? Just look at Marvell Technology

MRVL's improving profitability, strong pipeline and strategic positioning in the AI revolution justify holding the stock through the current volatility.

News for Marvell Technology Stock (MRVL)