4Sem.ยท

Marvell Technology Q4'25 Earnings Highlights:

$MRVL (-9,32ย %)


๐Ÿ”น Adj. EPS: $0.60 (Est. $0.59) ๐ŸŸข

๐Ÿ”น Revenue: $1.82B (Est. $1.80B) ๐ŸŸข; UP +27% YoY


Q1'26 Guidance:

๐Ÿ”น Adj. EPS: $0.56-$0.66 (Est. $0.60) ๐ŸŸก

๐Ÿ”น Revenue: $1.875B (Est. $1.87B) ๐ŸŸก


Q4 Performance:

๐Ÿ”น GAAP Gross Margin: 50.5%

๐Ÿ”น Non-GAAP Gross Margin: 60.1%

๐Ÿ”น Cash Flow from Operations: $514M


Segment Performance:

๐Ÿ”น Data Center Revenue: UP +78% YoY

๐Ÿ”น Multi-Market Business: Continued recovery


Strategic & Shareholder Updates:

๐Ÿ”น AI Custom Silicon Programs have entered volume production

๐Ÿ”น Multiple new design wins secured, including custom silicon projects

๐Ÿ”น Stockholder Returns: $933M returned through buybacks & dividends

๐Ÿ”น Full-Year Operating Cash Flow: Record $1.68B


CEO Matt Murphy's Commentary:

๐Ÿ”ธ "We closed FY25 on a high note, delivering record revenue growth, driven by our Data Center and AI custom silicon programs. We expect over 60% YoY revenue growth in Q1 FY26 at the mid-point of guidance and strong full-year momentum."

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3 Commentaires

Solid figures and it's going down so steeply, I don't understand it...
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@Kai16081989 only solid and not strongly beating figures. And then in the current uncertainty...
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@Kai16081989 At the moment, everything is falling like a glass of water - the figures don't matter, the only thing they are looking for is a reason to sell.
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