Marvell Technology(MRVL)

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Marvell Technology (MRVL) Q4 Earnings and Revenues Top Estimates
ZACKS· 2025-03-05 23:16
Marvell Technology (MRVL) came out with quarterly earnings of $0.60 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.46 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.69%. A quarter ago, it was expected that this chipmaker would post earnings of $0.40 per share when it actually produced earnings of $0.43, delivering a surprise of 7.50%.Over the last four quarters, the compa ...
Marvell: Q4 Data Center Revenue Soars
The Motley Fool· 2025-03-05 22:11
Marvell Technology beat analysts' Q4 2025 earnings and revenue estimates, driven by robust data center growth.Marvell Technology (MRVL 2.05%), known for its semiconductor solutions, reported fiscal 2025 fourth-quarter results on Wednesday, March 5, that came in just ahead of analysts' consensus expectations. Adjusted EPS of $0.60 exceeded the $0.59 estimate, and revenue of $1.82 billion outperformed the expected $1.8 billion. This positive result was largely due to a significant 78% year-over-year rise in d ...
Marvell Technology(MRVL) - 2025 Q4 - Earnings Call Presentation
2025-03-05 22:02
Marvell Technology, Inc. Fourth Quarter and Fiscal Year 2025 March 5, 2025 Discussion of Non-GAAP Financial Measures © 2024 Marvell confidential. All rights reserved. 2 Discussion of Non-GAAP Financial Measures (continued) Externally, management believes that investors may find Marvell's non-GAAP financial measures useful in their assessment of Marvell's operating performance and the valuation of Marvell. Internally, Marvell's non-GAAP financial measures are used in the following areas: Non-GAAP financial m ...
Marvell's stock sinks on earnings, showing Wall Street's harsh view of AI plays
MarketWatch· 2025-03-05 21:35
Core Viewpoint - Marvell Technology Inc. reported better-than-expected results and guidance, but the stock did not respond positively, indicating a tougher scrutiny from Wall Street on artificial intelligence-related companies [1] Financial Performance - The company anticipates revenue of $1.875 billion for its fiscal first quarter, which is slightly above the FactSet consensus estimate of $1.865 billion [1]
Marvell Technology(MRVL) - 2025 Q4 - Annual Results
2025-03-05 21:09
Exhibit 99.1 Marvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results Santa Clara, Calif. (March 5, 2025) - Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the fourth fiscal quarter and fiscal year ended February 1, 2025. Net revenue for the fourth quarter of fiscal 2025 was $1.817 billion, $17.0 million above the mid-point of the Company's guidance provided on December 3, 2024. GAAP net inco ...
Marvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2025 Financial Results
Prnewswire· 2025-03-05 21:05
Core Insights - Marvell Technology, Inc. reported a record fourth-quarter revenue of $1.817 billion, representing a 20% sequential increase and a 27% year-over-year growth, driven by strong performance in the data center market [4][10][30] - For fiscal year 2025, the company achieved net revenue of $5.767 billion, with a GAAP net loss of $(885.0) million, while non-GAAP net income was $1.377 billion [3][19] - The company anticipates first-quarter revenue growth of over 60% year-over-year for fiscal 2026, indicating a strong outlook for the upcoming year [4][27] Financial Performance - Fourth-quarter GAAP net income was $200.2 million, or $0.23 per diluted share, while non-GAAP net income was $531.4 million, or $0.60 per diluted share [2][10] - Fiscal 2025 saw a GAAP net loss of $(885.0) million, translating to $(1.02) per diluted share, contrasted with a non-GAAP net income of $1.377 billion, or $1.57 per diluted share [3][24] - Operating cash flow for the fourth quarter was $514.0 million, contributing to a total of $1.68 billion for the fiscal year [4][19] Market Segmentation - The data center segment accounted for 75% of total revenue in the fourth quarter, with a year-over-year growth of 78% [30] - Other segments included enterprise networking (9% of revenue), carrier infrastructure (6%), consumer (5%), and automotive/industrial (5%) [30] - The company has secured multiple new design wins, particularly in custom AI silicon programs, which are expected to drive future growth [4][29] Future Outlook - Marvell expects first-quarter net revenue to be approximately $1.875 billion, with GAAP gross margin around 50.5% and non-GAAP gross margin expected to be about 60% [11][27] - The company plans to maintain a focus on its custom AI silicon programs and interconnect products, which are anticipated to contribute significantly to revenue growth [4][29]
Buy the Dip on This Semiconductor Stock
Schaeffers Investment Research· 2025-03-04 17:46
Semiconductor stock Marvell Technology Inc (NASDAQ:MRVL) is up 2.7% to trade at $88.13 at last glance, brushing off today's headwinds, though it was earlier on track for its seventh loss in nine days. A short-term bounce stock back up toward its Jan. 23 all-time high of $127.48 could also be in the cards, as the equity is flashing a historically bullish signal on the charts. Per Schaeffer's Senior Quantitative Analyst Rocky White, MRVL has pulled back to its 260-day moving average. Specifically, the stock i ...
AI-Driven Data Center Growth Likely to Boost Marvell's Q4 Earnings
ZACKS· 2025-03-04 13:55
Core Viewpoint - Marvell Technology, Inc. is poised to report strong growth in its data center business driven by the increasing demand for AI solutions, with expectations of significant revenue increases in the upcoming fourth-quarter fiscal 2025 results [1][2][5]. Group 1: Data Center Business Performance - Marvell's data center segment has shown remarkable performance, achieving record revenues of $1.1 billion in the third quarter of fiscal 2025, reflecting a 98% year-over-year increase and 25% sequential growth [4]. - For the fourth quarter, Marvell anticipates data center revenues to grow by 20-25% sequentially, with estimates suggesting revenues could reach $1.36 billion, indicating a robust 23.5% sequential growth [5]. - The company's collaboration with major cloud providers like Amazon Web Services enhances its position in the AI-optimized silicon market [5]. Group 2: Custom AI Silicon as a Growth Driver - Marvell has made significant advancements in the AI semiconductor sector through its custom AI silicon programs, successfully ramping up its 100-billion-transistor AI accelerators [6]. - The demand for custom AI silicon remains strong, with an expanding pipeline across multiple customers, providing Marvell with a competitive edge in the AI data center market [7]. - Management indicated that the company is set to exceed its full-fiscal 2025 AI revenue target of $1.5 billion, driven by the growing demand for custom AI silicon [8]. Group 3: Electro-Optics and Networking Contributions - Marvell's electro-optics and high-speed networking segments are expected to significantly contribute to fourth-quarter revenues, with strong order momentum for its 800-gig PAM and 400ZR interconnect solutions [9]. - The company has begun shipments of its 1.6T PAM DSP technology, which enhances bandwidth efficiency and energy savings for next-generation data center interconnects [10]. - Electro-optics revenues grew by double digits sequentially in the last reported quarter, with further gains anticipated as AI adoption accelerates [10].
Marvell Looks to Beat Q4 Earnings Estimates: Should You Buy the Stock?
ZACKS· 2025-03-03 21:00
Marvell Technology, Inc. (MRVL) is likely to beat expectations when it reports fourth-quarter fiscal 2025 results after market close on March 5.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Marvell projects total revenues for the fiscal fourth quarter of $1.8 billion (+/- 5%). The Zacks Consensus Estimate for revenues is pegged at $1.8 billion, which indicates an increase of 26.5% from the year-ago quarter’s reported figure.MRVL anticipates non-GAAP earnings to be 59 cents per sha ...
Marvell Demonstrates Industry's Leading 2nm Silicon for Accelerated Infrastructure
Prnewswire· 2025-03-03 14:00
The Marvell® 2nm platform will enable hyperscalers to dramatically boost the performance and efficiency of their infrastructure to meet the performance and efficiency demands of the AI era. Built on TSMC's 2nm process, the silicon is a critical part of the Marvell platform for developing next-generation custom AI accelerators, CPUs, and networking. The silicon IP includes high-speed 3D I/O for vertically stacking die inside chiplets. SANTA CLARA, Calif., March 3, 2025 /PRNewswire/ -- Marvell Technology, In ...