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Key HighlightsMarvell Technology (Nasdaq: MRVL) expects DCI moduleRevenueto approach $1 billion annualised run rate during FY28.The scale-across market is expected to accelerate Marvell DCI module revenue growth, with line of sight to annualised $1 billion during FY28.Marvell expects toSupplyDCI modules to all five major …
Key HighlightsMarvell Technology (Nasdaq: MRVL) joined NVIDIA's NVLink Fusion ecosystem in March 2026, encompassing optics, scale-up interconnect, and AI-RAN applications.ThePartnershipis expected to create newRevenueopportunities beyond Marvell's existingData Centerproduct lines.NVIDIA collaboration also extends to the AI-RAN market, a new addressable segment for Marvell within communications …
The fastest way to destroyShareholdervalue in the semiconductor industry is to acquire companies at the top of a cycle and thenFailto integrate them. The fastest way to create it is to acquire the rightAssetsat the right point on the technology S-curve and embed them …
The single most important accounting adjustment to understand when analysing Marvell Technology (NASDAQ: MRVL) is the amortisation of acquired intangible assets. This line item sits across bothCost of Goods Soldand operating expenses, and its magnitude — $942M in FY26 and approximately $900M on the …
There is a category of semiconductor product that long-term investors should actively seek: the component that nobody talks about, that is essential to systems everyone talks about, that is extremely difficult to design in alternatives to once it has been qualified, and that is …
Investors who focus exclusively on Marvell Technology's (NASDAQ: MRVL)Revenueacceleration risk missing a subtler and potentially more important signal embedded in the gross margin line. Between FY25 and Q1 FY27, the company's non-GAAP gross margin declined steadily from 61.0% to 58.9%, a compression of 210 …
Key HighlightsMarvell Technology (Nasdaq: MRVL) switchRevenueexceeded $300M in FY26 and is expected to surpass $600M in FY27, doubling year-on-year.Scale-out switch revenue is tracking toward $1 billion in FY28, representing a potential tripling from FY26 levels over two years.Marvell launched the industry's first 260-lane PCIe …
There is a useful discipline when evaluating a management team's revenue guidance: separate the structural from the cyclical, distinguish booked orders from extrapolatedDemand, and ask whether the forecast requires market conditions to remain favourable or whether it is robust to normalisation. Marvell Technology's (NASDAQ: …
Key HighlightsMarvell Technology (Nasdaq: MRVL) custom siliconRevenuedoubled in FY26, demonstrating accelerating hyperscaler adoption.Management expects custom revenue to grow more than 20% year-on-year in FY27, and more than double year-on-year in FY28.Several new custom design wins were announced in Q1 FY27, signalling strong forward revenue …
There is a category ofBusinessthat every serious long-term investor should spend time identifying: the invisible toll road. These are companies that do not make the headline product, do not carry theBrandthat consumers recognise, but without whose technology the headline product simply cannot function. Marvell …
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