业绩总结 - Marvell Technology, Inc. 第四季度营收为14.3亿美元，环比增长1%[9] - 数据中心端市场第四季度营收为7.65亿美元，同比增长54%，环比增长38%[10] - 非GAAP毛利率为63.9%，环比增长330个基点，主要受益于更好的产品组合[34] - 非GAAP每股收益为0.46美元，环比增长12%[35] - 第四季度经营现金流为5.47亿美元，连续第二个季度实现超过5亿美元的强劲经营现金流[36] 未来展望 - 预计2025财年第一季度整体数据中心营收将以低个位数百分比的速度环比增长[11] - 预计今年年底开始部署下一代每通道200G的1.6T PAM解决方案[13] - 预计云优化硅平台的初始发货将在第一季度开始，全年有望实现大规模增长[17] - 公司预计在未来三到五年内将创造数十亿美元的市场机会[56] - 公司AI业务在2023年第四季度的收入超过2亿美元，其中大部分来自光学业务[71] 新产品和新技术研发 - 预计今年晚些时候开始生产下一代51.2T交换机[16] - 预计2025财年第一季度GAAP毛利率在44.5%至47.2%范围内[38] - 预计2025财年第一季度非GAAP毛利率在62%至63%范围内[38] - 公司在5纳米技术领域取得了竞争优势，赢得了大量ASIC业务[57] - Marvell的AI ASIC项目已经开始生产上升阶段，且公司对未来的机会充满信心[88] 市场扩张和并购 - Marvell 在2024财年显著扩大了数据中心互连产品的客户群[14] - 公司预计企业网络、运营商和消费者业务将在第二季度开始复苏[73] - 公司认为电子光学业务应该与加速器的增长成比例增长[80] - 公司在数据中心领域的发展给了公司极好的发展前景[101] - 公司在不断推出多样化的解决方案，以满足客户需求[98]

Marvell Technology (MRVL) reported $1.43 billion in revenue for the quarter ended January 2024, representing a year-over-year increase of 0.6%. EPS of $0.46 for the same period compares to $0.46 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $1.42 billion, representing a surprise of +0.52%. The company has not delivered EPS surprise, with the consensus EPS estimate being $0.46.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

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. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this chipmaker would post earnings of $0.40 per share when it actually produced earnings of $0.41, delivering a surprise of 2.50%.Over the last four quarters, the company has surpassed consensus EPS estimates three times.Marvell, which belongs to ...

SANTA CLARA, Calif., March 7, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that its Board of Directors has authorized a $3 billion addition to the balance of its existing stock repurchase program, increasing the total current repurchase authority to approximately $3.3 billion. This $3 billion increase is the largest repurchase authorization in our history. Marvell's existing share repurchase program had approximately $ ...

Marvell extends its longstanding partnership with TSMC to 2nm manufacturing. 2nm building blocks and foundational IP to boost the performance and efficiency of cloud-optimized silicon for accelerated infrastructure. Leadership in 2nm infrastructure silicon follows similar Marvell firsts in 5nm and 3nm. SANTA CLARA, Calif., March 7, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, is extending its collaboration with TSMC to develop the ...

第四季度财务表现 - 第四季度净收入为14.27亿美元，同比增长1%[1] - 第四季度GAAP毛利率为46.6%，非GAAP毛利率为63.9%[1] - 第四季度每股稀释收益（亏损）为0.45美元（GAAP），每股稀释收益为0.46美元（非GAAP）[1] - 第四季度现金流为5.466亿美元[2] 2024财年财务表现 - 2024财年净收入为55.08亿美元[3] 2025财年预期 - 预计2025财年第一季度净收入为11.5亿美元，GAAP毛利率为44.5%-47.2%，非GAAP毛利率为62.0%-63.0%[4] - 预计2025财年第一季度每股稀释亏损为0.23美元，非GAAP每股稀释收益为0.23美元[4] 2024年第一季度财务表现 - Marvell Technology Inc. 2024年第一季度净收入为1426.5百万美元，同比增长0.6%[15] - Marvell Technology Inc. 2024年第一季度净亏损为392.7百万美元，较去年同期减少[15] - Marvell Technology Inc. 2024年第一季度现金及现金等价物为950.8百万美元，较去年同期增长4.4%[16] - Marvell Technology Inc. 2024年第一季度经营活动产生的净现金为546.6百万美元，较去年同期增长55.6%[17] - Marvell Technology Inc. 2024年第一季度非GAAP毛利为911.1百万美元，较去年同期增长6.0%[18] 2024年第一季度业务市场表现 - Marvell Technology, Inc.数据中心市场在2024年2月份的年度收入同比增长54%[3] - Marvell Technology, Inc.企业网络市场在2024年2月份的年度收入环比下降28%[3] - Marvell Technology, Inc.载体基础设施市场在2024年2月份的年度收入同比下降38%[3] - Marvell Technology, Inc.消费者市场在2024年2月份的年度收入同比下降20%[3] - Marvell Technology, Inc.汽车/工业市场在2024年2月份的年度收入同比下降17%[3] - Marvell Technology, Inc.数据中心市场在2024年2月份的总收入占比为54%[3]

Fool.com contributor Parkev Tatevosian takes a closer look at the rising demand for Marvell Technology (MRVL -0.78%) in its latest investors update. *Stock prices used were the afternoon prices of March 2, 2024. The video was published on March 4, 2024. ...

Marvell Technology (MRVL) is slated to report fourth-quarter fiscal 2024 results after market close on Mar 7.For the fiscal fourth quarter, the company projects total revenues of $1.42 billion (+/- 5%). Marvell projects non-GAAP earnings per share for the fiscal fourth quarter to be approximately 46 cents (+/- 5 cents).The Zacks Consensus Estimate for revenues is pegged at $1.42 billion, while the consensus mark for earnings is pegged at 46 cents per share. Compared with the year-ago quarter, estimates indi ...

Marvell Technology (MRVL 2.24%) is performing marvelously for shareholders. Buoyed by investor enthusiasm over artificial intelligence (AI) stocks, and in particular hopes to duplicate Nvidia's (NVDA 3.60%) performance as a chipmaker for the AI industry, shares of semiconductor stock Marvell soared 80% over the last 12 months, outperforming the broader S&P 500 by nearly 54 percentage points.But can such outperformance last?Investment bank B. Riley Financial made the case on Monday that it can last. Analysts ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...