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Marvell Tech

Marvell

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The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

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Marvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'

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Marvell Technology (MRVL.O) released its third-quarter financial report for fiscal year 2026 (ending October 2025) in the early morning of December 3rd, Beijing time, after the U.S. stock market closed: 1. Revenue: $Marvell Tech(MRVL.US) reported revenue of $2.07 billion this quarter, a quarter-on-quarter increase of 3.4%, in line with market expectations ($2.06 billion). The quarter-on-quarter increase of $60 million was mainly driven by enterprise networking and carrier business. 2. Gross Margin: The gross margin for this quarter was 51.6%, a quarter-on-quarter increase of 1.2%...

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Marvell: Acquisition to Fill Gaps, Is the NVIDIA 'Alternative' Path Becoming a Reality?

Today’s Key News Recap

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0925 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Last night, the official website of the National Press and Publication Administration released the latest batch of online game license lists. A total of 145 domestic games received licenses, and 11 imported games were approved. Key games include Tencent's 'Return to Loop', NetEase's 'Star Painting Friends Sunny Day', and miHoYo's 'Honkai: Spirit of Fate'. The number of licenses issued in a single batch continues to exceed 100, maintaining a 'normalized high-frequency issuance' pace, confirming the warming policy...

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JD Unveils New "Jingxi" Initiative; Xiaomi 17 Series Launches Tonight | Today's Important News Recap

The following are the minutes of Marvell Technology's Marvell FY2026 Q2 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell Technology Marvell: Cloud Giants Spend More Generously, Why Didn't ASIC 'Leverage'?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Information Review 1. Capital Deployment and Investment The company has completed the divestiture of its automotive Ethernet business, with the transaction yielding $2.5 billion in all-cash, providing the company with flexibility to continue its stock repurchase program and further invest in technological capabilities to strengthen its technology platform...

Marvell (Minutes): Still has not responded positively to Alchip's challenge

Marvell Technology reported its fiscal year 2026 second-quarter financial results (ending July 2025) in the early morning of August 29, Beijing time, after the U.S. stock market closed: 1. Revenue: This quarter's revenue was $2.01 billion, a quarter-on-quarter increase of 5.8%, meeting market expectations ($2.01 billion). The quarter-on-quarter increase of $110 million was mainly driven by growth in the data center and consumer businesses. The consumer business was driven by a recovery in demand in the gaming market, while growth in the data center business was primarily driven by AI business and electro-optical interconnect products. 2. Gross Margin: This quarter's gross margin was 50.4%...

Marvell Technology: Cloud Giants Spend Generously, Why Didn't ASIC Benefit?

Marvell Quick Interpretation: Although the company's overall revenue and gross margin for this quarter were basically in line with expectations, the revenue guidance for the next quarter is relatively weak.The most concerning aspect for the Marvell market is the performance of the data center business, especially the progress of custom ASICs.However, after delivering a performance below expectations this quarter, the company has provided guidance for the next quarter that is flat quarter-over-quarter, with the custom ASIC business expected to face a quarter-over-quarter decline, which to some extent confirms market concerns.Although several major cloud service providers have recently increased their capital expenditures, Marvell has not directly benefited at this stage.Regarding the company's custom ASIC business, the current main revenue comes from Amazon's Trainium2 and Google's Axion CPU products, which will be mass-produced in 2024, while the product for the third customer, Microsoft, will not be mass-produced until 2026.Without the drive of new products, the company's custom ASIC business is clearly under pressure at this stage, but a decline in the next quarter was unexpected.The company is currently in a new product vacuum period and faces competition from AI chips. Although the company provided a promising outlook on AI Day, it still needs to deliver tangible performance results.In the context of increased capital expenditures by major companies, the company's forecast of a decline will directly impact market confidence. For more specific information, please follow Dolphin Research's subsequent commentary and management communication content. $Marvell Tech(MRVL.US)

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0619 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. The Federal Reserve announced that it would keep the benchmark interest rate unchanged at 4.25%-4.50%, in line with market expectations. However, the dot plot indicates that the expectation for rate cuts within the year has been reduced from twice to once. Powell emphasized &#34;data dependency&#34; and mentioned that geopolitical conflicts and tariff policies exacerbate inflation uncertainty. The continuity of this policy leaves the market with ongoing uncertainty about future economic trends, and the Hong Kong stock market sentiment remains subdued due to the influence of Fed policy and geopolitical risks. 2. The Middle East situation continues to escalate...

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Why is the Hong Kong Stock Market Slumping? Labubu Unveils First Online Pre-Sale | Today's Important News Recap

Marvell Technology (MRVL.O) released its Q1 2026 fiscal year earnings (as of April 2025) after the U.S. market closed on May 30, Beijing time: Below are the Minutes of Marvell's Q1 2026 fiscal year earnings call. For a Quick Interpretation of the earnings, please refer to &#34;Marvell: AI Growth 'Stalls'...&#34;

Marvell (Minutes): AI Revenue Poised to Account for Half of Total Revenue​

Marvell Technology (MRVL.O) released its Q1 2026 fiscal year earnings (as of April 2025) after the U.S. market closed at 12:00 AM Beijing Time on May 30: 1. Overall Performance: Revenue reached $1.9 billion, up 4.3% quarter-over-quarter, largely in line with the expected $1.88 billion. The $80 million quarter-over-quarter revenue increase was primarily driven by data center and AI businesses. Adjusted gross margin was 59.2%, down 0.3 percentage points quarter-over-quarter. The company's gross margin shows a declining trend...

Marvell: AI Growth 'Stalls', Where is the Next 'Trump Card'?

Marvell 1QF26 Quick Interpretation: The company's revenue performance this quarter met expectations, with growth primarily driven by the data center business and a recovery in the operator infrastructure business. The gross margin appeared to exceed market expectations, but was significantly impacted by the amortization of acquired assets under GAAP. After adjusting for acquisition-related amortization, the adjusted gross margin was 59.2%, down 0.3 percentage points sequentially, which was also largely in line with expectations (for details, see Dolphin Research's follow-up content).The company's guidance for the next quarter is moderate. It expects revenue of $2 billion, up 5% sequentially, in line with market expectations. As current revenue growth is mainly driven by the data center business, the AI business does not show any unexpected improvement based on the growth rate for the next quarter.For Marvell, the focus is on the performance of its AI business and its operations in China:1) Most of the data center business revenue currently comes from AI, mainly including custom ASIC chips and optical module chips. This revenue is primarily benefiting from the mass production ramp-up of Amazon's Trainium 2 chips. Dolphin Research estimates the company's AI revenue this quarter at around $830 million, largely in line with previous expectations.2) Due to U.S.-China tensions, the market is also concerned about the company's business in China. China remains the company's largest revenue source, accounting for 40% of total revenue. The current financial report does not disclose specific details about the China region, so further attention will be paid to management's communications.$Marvell Tech(MRVL.US)

Marvell CEO Reports Record AI Orders and Strong Demand for Data Center Products

Marvell Tech to Acquire Xconn Technologies for $540 Million

Melius Research Upgrades Marvell Technology's Rating to Buy

Marvell Technology Announces Quarterly Dividends and Stock Repurchase Plan

DAVENPORT & Co LLC increased holdings in Marvell Technology

Marvell Maintains Chip Design Position with Amazon, Shares Rise

Marvell Technology Shares See Bullish Interest from Financial Giants, Multiple Firms Adjust Ratings

Hiltop Holding Significantly Increases Holdings in Marvell Technology

UBP substantially reduced its holdings in Marvell Technology

Whale Investors Take Bearish Stance on Marvell Technology Stock

Casper Mark Discloses Ownership Changes in Marvell Technology Stock

Marvell CEO Exercises and Sells Shares

Marvell CFO Discloses Stock Transaction

Vivaldi Capital Management LP Acquired Marvell Technology Shares in Q2

Manufacturer Life Insurance Reduced Holdings in Marvell Technology

Stifel Maintains Buy Rating on Marvell Technology

Marvell Technology Options Trading Volume

Marvell CEO Refutes Losing Business with Microsoft and Amazon, Shares Surge; Announces Acquisition of Celestial AI

Daiwa Securities Increased Its Shares in Marvell Technology

Marvell Technology Launches Golden Cable Initiative to Enhance AEC Ecosystem

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Marvell (MRVL): New Buy Recommendation for This Technology Giant

Ordinary dividend (cash)

Ex Date: 2026.01.09 (EST), Cash dividend 0.06 USD

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