1Sem.ยท

Marvell Q1 Earnings Highlights

$MRVL (+7,54ย %)


๐Ÿ”น Revenue: $1.90B (Est. $1.88B) ๐ŸŸข; +63% YoY

๐Ÿ”น Adj. EPS: $0.62 (Est. $0.61) ๐ŸŸข


Q2 Guidance:

๐Ÿ”น Revenue: ~$2.00B (Est. $1.98B) ๐ŸŸข

๐Ÿ”น Adj. EPS: ~$0.67 ยฑ $0.05 (Est. $0.67)

๐Ÿ”น Non-GAAP Gross Margin: 59%โ€“60%

๐Ÿ”น Diluted Share Count: ~874M


Strategic Commentary:

๐Ÿ”ธ CEO Matt Murphy: โ€œCustom silicon programs and electro-optics products are driving AI-led growth in the data center segment.โ€

๐Ÿ”ธ Marvell to host a Custom AI Investor Event on June 17, highlighting its expanding AI platform and market share goals.

๐Ÿ”ธ Positioned to lead in the shift toward custom AI infrastructure.

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2 Commentaires

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why the blatant sell-off
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image de profil
@Memo0606 Because of lower than expected gross margins and failure to put down a higher forecast for Q2. What about dropping FCF?
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