Marvell Technology CEO Mark Murphy dismissed reports of lost orders with Amazon and Microsoft

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Marvell Technology's Data center revenue surged 98% year-over-year to $1.1B, surpassing the $1.05B estimate and accounting for the vast majority of its $1.52B total revenue.

Video: youtube.com/shorts/99ynw...

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Marvell posted record FY2026 revenue of $8.195B (+42% Y/Y), with Q4 revenue of $2.22B (+22% Y/Y) and adjusted EPS of $0.80, both narrowly beating estimates.

Non-GAAP EPS of $2.84 grew 81% year-over-year.

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Broadcom is expected to retain its leadership as the top AI server compute ASIC design partner with 60% market share in 2027, according to Counterpoint Research.

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HSBC initiated coverage on Marvell Technology with a Hold rating, saying the company is becoming an important AI player due to its ASIC and optical businesses

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Raymond James said semiconductor stocks still have room to run as it reinstated coverage across the sector

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MARVELL TUMBLES ON WALL STREET CONCERNS OVER AI PROJECT TIMELINES

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Data center revenue is expected to be flat sequentially in Q3. Year-over-year data center revenue growth is projected in the mid-30% range.

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Marvell Technology’s AI Revenue Forecast Surges, Driven by ASIC (MRVL)
Dec. 04, 2024

Video: youtube.com/shorts/MM4TJ...

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