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

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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.

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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.

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The pundit feels the share price could rise by just under 50%. Several Marvell product segments have underappreciated potential, in his opinion.

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Marvell's financials are a mixed bag right now -- some of its results look very good; other results are really bad. Management thinks all of its segments will be in better shape later this year.

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Nvidia's technological superiority in AI hardware and software has made the stock an outstanding investment for long-term investors. Strong demand for AI-optimized networking solutions and anticipated recovery in other end markets can propel Marvell's stock higher in the coming months.

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Marvell Technology's guidance was below expectations despite the healthy growth of its AI-related business. The company is facing challenges in several end markets on account of weak customer spending.

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DocuSign's (DOCU) free cash flow growth and the rapid improvement in Marvell Technology's (MRVL) data center revenue are very appealing at the moment.

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Marvell Technology's Q4'24 earnings report showed growth in the data center segment but declines in enterprise networking, carrier infrastructure, consumer, and automotive/industrials. The company expects continued strength in the data center segment and the opportunity to gain market share at the hyperscaler level with the introduction of their 3nm chips in eFY26. Marvell's enterprise networking segment may face challenges from competitors like Broadcom as the firm offers a more integrated product with the recent VMware acquisition.

Marvell's Tug Of War; AI Wins

Surprised at the size of its guidance miss, Morgan Stanley predicted the stock would fall steeply -- and it has. Predictions of sales declines and negative earnings suggest Morgan Stanley was right to be bearish.

Is Marvell Technology Stock a Buy or a Sell as It Falls to a Bearish New Wall Street Price Target?

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Marvell is getting a boost from sales to companies implementing artificial intelligence.

What's Going On With Marvell Stock?

Rosenblatt analyst Hans Mosesmann maintained a buy rating on the stock with a $100 price target. Marvell is starting to see strong growth in its data center products required for artificial intelligence (AI).

Marvell Technology Stock Has 19% Upside, According to 1 Wall Street Analyst

Marvell matched fourth-quarter estimates but missed on guidance. Its data-center segment is growing rapidly with the help of AI demand.

Why Marvell Technology Stock Was Sliding Today

Shares of Marvell Technology (MRVL) slipped 7% Friday, a day after the maker of integrated circuits posted a weaker-than-expected first-quarter outlook as soaring demand for artificial intelligence (AI) chips didn't offset declines in the rest of its businesses.

Marvell Technology Stock Slips on Q1 Profit, Revenue Outlook

30-year optical veteran recognized as outstanding innovator and mentor SANTA CLARA, Calif. , March 8, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced Dr. Radhakrishnan ("Radha") Nagarajan has been selected as the 2024 recipient of the David Richardson Medal by Optica.

Marvell Optical CTO Dr. Radha Nagarajan Awarded 2024 David Richardson Medal from Optica

Investors were disappointed with the financial guidance, while analysts channeled a more long-term and upbeat view.

Marvell Technology's Forecast Wasn't Great. Analyst Says ‘Buy on Weakness.

Marvell's (MRVL) Q4 earnings gain from strength in the Data Center end market on growth across AI and cloud infrastructure.

Marvell's (MRVL) Q4 Earnings Meet Estimates, Stock Falls

Chip firm Marvell Technology fell 6% in premarket trading on Friday after its soft forecast showed that a jump in orders for its AI networking equipment was offset by the ongoing slump in demand from the wireless and enterprise markets.

Chip firm Marvell tumbles as AI demand fails to lift forecast

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Marvell Technology's AI-related revenue is growing at a stronger-than-expected pace thanks to the improving demand for custom AI chips. AI could help The Trade Desk keep growing at a faster pace than the digital ad market.

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Marvell Technology, Inc. (NASDAQ:MRVL ) Q4 2024 Results Conference Call March 7, 2024 4:30 PM ET Company Participants Ashish Saran - Senior Vice President, Investor Relations Matt Murphy - President, CEO & Chairman Willem Meintjes - Chief Financial Officer Conference Call Participants Ross Seymore - Deutsche Bank Matt Ramsey - TD Cowen Christopher Rolland - Susquehanna Quinn Bolton - Needham & Company Harsh Kumar - Piper Sandler Vivek Arya - Bank of America Gary Mobley - Wells Fargo Harlan Sur - JPMorgan Tore Svanberg - Stifel Srini Pajjuri - Raymond James Operator Good afternoon, and welcome to the Marvell Technology Incorporated Fourth Quarter and Fiscal Year 2024 Earnings Conference Call. All participants will be in a listen-only mode.

Marvell Technology, Inc. (MRVL) Q4 2024 Earnings Call Transcript

While the top- and bottom-line numbers for Marvell (MRVL) give a sense of how the business performed in the quarter ended January 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Marvell (MRVL) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Marvell Technology (MRVL) came out with quarterly earnings of $0.46 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.46 per share a year ago.

Marvell Technology (MRVL) Q4 Earnings Match Estimates

The company's shares fell 10.2% to $76.41 in post-market trading following earnings.

News for Marvell Technology Stock (MRVL)