公司业绩 - Marvell Technology发布了符合预期的业绩，但第一季度的指引低于预期，导致股价下滑[1] - Marvell的营收在季度内仅增长1%，达到14.3亿美元，略高于14.2亿美元的预期，但仍未达到预期[3] - 数据中心领域的营收增长了54%，但其他领域的营收均出现双位数下滑，包括企业网络、运营商基础设施、消费者和汽车/工业[4] - 季度毛利率从47.5%下降至46.5%，总体会计准则下的运营费用也增加，包括增加的股票补偿和2600万美元的重组费用[5] 业务展望 - CEO Matt Murphy表示，人工智能推动了数据中心终端市场营收的强劲增长，Marvell在这一技术转折中处于有利位置[6] - 公司预计数据中心领域的需求将继续增长，但整体指引仍然令人失望，因为其他领域仍存在疲软[6] - 公司预计第一季度营收为11.5亿美元左右，调整后每股收益为0.18至0.28美元，均低于市场预期[7] - 公司表示，尽管受益于人工智能繁荣，但其他业务恢复增长还需要时间，投资者需要保持耐心[8]

Key TakeawaysDemand for Marvell Technology's AI products soared in the fourth quarter, but the rest of the company's business stumbled.Sales at four of its five divisions declined in the period.The maker of integrated circuits gave first-quarter earnings and revenue guidance that missed estimates, and shares fell 7% Friday morning. 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 arti ...

In making the selection, Optica notes that Dr. Nagarajan is "an insightful engineer and outstanding innovator and mentor" and mentions his "ability to move from concept to commercialization and deployment continues to have a profound impact" on the industry. Established in 1966, the Richardson Medal recognizes significant contributions to optical engineering, primarily in the commercial and industrial sector. It honors David Richardson's unique contributions to applied optics. "Congratulations to Radha on r ...

Marvell Technology (MRVL) reported impressive results for the fourth quarter of fiscal 2024, wherein revenues outpaced the Zacks Consensus Estimate while non-GAAP earnings matched the same. The chipmaker’s fourth-quarter revenues and earnings came in line with the midpoint of management’s guidance.Despite reporting decent fourth-quarter results, MRVL stock fell 7.7% during Thursday’s extended trading session as its guidance for the first-quarter fiscal 2025 top and bottom lines was weak.Let’s delve deeper i ...

Artificial intelligence (AI) is already driving solid growth for many companies involved in the proliferation of this technology, such as semiconductor companies whose chips are being deployed for AI training and inference applications. At the same time, there are many companies busy integrating AI into their products and services so that they can arm their customers with more productive tools and grow their businesses.Marvell Technology (MRVL 4.57%) and The Trade Desk (TTD -0.43%) are two companies that fi ...

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 ...