Quick Read Credo Technology (CRDO) posted Q3 revenue of $407M, up 201.5% year over year and beating estimates by 5%, with non-GAAP EPS of $1.07 topping consensus by 14% and operating margins at 49.6%. Marvell Technology (MRVL) reported Q3 revenue of $2.075B, up 37% year over year, with data center revenue of $1.52B and full-year growth forecast exceeding 40%, while also acquiring Celestial AI to deepen its optical interconnect capabilities for AI data centers. Marvell ranks higher than Credo among semi ...

The more meaningful signal was in guidance. Management forecast Q1 FY2027 revenue of approximately $2.4 billion, comfortably ahead of Wall Street expectations near $2.28 billion. CEO Matt Murphy signaled that year-over-year revenue growth is expected to accelerate each quarter in fiscal 2027, driven by continued strength in data center. That forward guidance, more than the Q4 beat itself, is what sent shares up roughly 12% in pre-market trading.Marvell reported Q4 FY2026 revenue of $2.22 billion, beating Wa ...

VersionsEnglish$Cashtags$MRVLHashtags#AI#DSP#Marvell#OFC#Optica#PAM4#connectivity#datacenter#infrastructure#interconnects#optical#semiconductor- --### ContactsMedia Contact: George Millington pr@marvell.comSocial Media ProfilesMarvell on LinkedInMarvell on X above the mid-point of the Company's guidance provided on December 2, 2025. GAAP net income for the fourth quarter of fiscal 2026 was $396.1 million, or $0.46 per diluted share...Back to Newsroom### Marvell Technology, Inc.NASDAQ:MRVL---Release Marvell ...

Marvell Ushers In the 1.6T Era with Expanded Optical DSP Platform Portfolio, Redefining AI Data Center End-to-End ConnectivityMar 12, 2026 9:02 AM Eastern Daylight Time# Marvell Ushers In the 1.6T Era with Expanded Optical DSP Platform Portfolio, Redefining AI Data Center End-to-End ConnectivityShare---Multi- generational, Industry-leading DSPs, Advanced SerDes and Industry's Broadest End-to-End Connectivity Portfolio Position Marvell as the Driving Force in Next- gen AI InfrastructuresSANTA CLARA, Calif.-- ...

Group 1 - The investor has a deep value investment approach, focusing on a 50%-50% split between shares and call options [1] - The investment strategy is contrarian and involves high risk, often dealing with illiquid options [1] - The investor prefers stocks that have recently experienced sell-offs due to non-recurrent events, especially when insiders are buying shares at lower prices [1] Group 2 - Fundamental analysis is employed to assess the health of companies, their leverage, and to compare financial ratios with sector and industry averages [1] - Professional background checks are conducted on insiders who purchased shares after sell-offs [1] - Technical analysis is used to optimize entry and exit points, utilizing multicolor lines for support and resistance levels on weekly charts [1]

Core Viewpoint - Marvell (MRVL) reported its 4QFY26 earnings results, indicating that the ASIC story is gaining traction, especially as expectations were at the lower end and the stock had underperformed year-to-date, down approximately 15% prior to the earnings report [1] Company Performance - The earnings report aligns with expectations, highlighting the positive momentum in the ASIC segment [1] - The stock's performance has been lackluster, with a year-to-date decline of around 15% leading up to the earnings announcement [1] Industry Context - The report comes from Tech Stock Pros, a team of former technology sector engineers who provide institutional-level company research to individual investors, indicating a focus on demystifying technology sector investments [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2026 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to MARVELL TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 1000 N. West Stree ...

Marvell Technology, Inc. ( MRVL ), which is up only slightly since my last analysis of the company, is still well positioned to take a significant position in. Recently, I increased my AI holdings, reflecting sustained bullishness in theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MRVL, AMD, CRDO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from S ...

Marvell Technology (MRVL) provided a strong outlook for Q1 revenue and earnings after two acquisitions. That may have led to its reporting a one-time decline in Q4 cash flow. Bullish sentiment has led to an unusual options trading volume in out-of-the-money puts. MRVL is at $91.05 today, down from a recent peak, but up sharply after its after-market close earnings release on March 5. On that day, MRVL closed at $75.68, so it's still up +20% in the last week. More News from Barchart MRVL stock - last 3 m ...

Core Insights - The article emphasizes the increasing importance of SerDes technology in AI infrastructure, highlighting its role in enhancing data exchange efficiency among GPUs and other components in large-scale systems [2][5][10] - Companies like Broadcom and Marvell dominate the ASIC design market due to their advanced SerDes capabilities, which create significant competitive advantages [6][8][9] Summary by Sections SerDes Technology - SerDes (Serializer/Deserializer) is a critical technology for high-speed data transmission, allowing for efficient chip-to-chip communication with fewer connections [4] - The evolution of SerDes from earlier standards to current high-speed versions (e.g., 224Gbps) reflects its growing significance in various applications, including AI, high-performance computing, and networking [5][6] Market Leaders - Broadcom and Marvell capture 80% of the ASIC market profits, largely due to their expertise in SerDes technology, which provides a competitive edge in connection stability [6][8] - Broadcom's Tomahawk series exemplifies high-performance SerDes integration, with the upcoming Tomahawk 6 expected to push the boundaries of data center interconnectivity [6][8] - Marvell's advancements in SerDes, particularly for Chiplet designs, position it favorably in the server and storage controller markets [7][9] Competitive Landscape - Broadcom's AI revenue is projected to reach $25 billion in 2026, while Marvell aims for over $5 billion, indicating a significant market share disparity [7][9] - New entrants like MediaTek are emerging, leveraging their SerDes technology to secure contracts with major players like Google [8][9] GPU Manufacturers - NVIDIA and AMD are also enhancing their SerDes capabilities, with NVIDIA's NVLink technology evolving to support higher bandwidths essential for AI workloads [11][12] - AMD's strategy focuses on open standards like PCIe and CXL, contrasting with NVIDIA's proprietary approach, indicating a diverse competitive landscape [12][13] Emerging Companies - New companies such as Credo, Astera Labs, and Alphawave Semi are gaining traction in the high-speed interconnect market, driven by the demand for efficient SerDes solutions [14][15][16] - Credo's focus on analog front-end optimization and Astera Labs' intelligent connectivity solutions highlight innovative approaches to address signal integrity challenges in AI data centers [15][16] Industry Trends - The shift towards 448G SerDes technology is becoming a focal point for future developments in AI infrastructure, with companies like Marvell and NVIDIA leading the charge [21][23] - The transition to optical interconnects (CPO) is anticipated as a necessary evolution to meet the demands of high-speed data transmission, further emphasizing the critical role of SerDes technology [23][24] Conclusion - The article concludes that the AI computing revolution is fundamentally tied to advancements in high-speed interconnect technology, with SerDes being a key determinant of scalability in AI systems [26]