Marvell Technology, Inc. (NASDAQ:MRVL) Barclays Global Technology Conference December 6, 2023 11:40 AM ET Company Participants Matt Murphy - Chairman and CEO Ashish Saran - Head of IR Conference Call Participants Thomas O'Malley - Barclays Thomas O'Malley Welcome back, everyone. We're very happy to have Marvell here. Matt Murphy, Chairman and CEO; and Ashish Saran, Head of IR. So first off, thank you for being here. I really appreciated. As just [indiscernible] last week, I think a good [indiscernible] to t ...

Marvell Technology, Inc. (NASDAQ:MRVL) Q3 2024 Earnings Conference Call November 30, 2023 4:45 PM ET Company Participants Ashish Saran - SVP of IR Matt Murphy - Chairman and CEO Willem Meintjes - CFO Conference Call Participants Toshiya Hari - Goldman Sachs Timothy Arcuri - UBS Vivek Arya - Bank of America Merrill Lynch Harsh Kumar - Piper Sandler Tore Svanberg - Stifel Ross Seymore - Deutsche Bank Matt Ramsay - TD Cowen Ambrish Srivastava - BMO Harlan Sur - JPMorgan Christopher Rolland - Susquehanna Srini ...

Marvell Technology, Inc. Third Quarter of Fiscal Year 2024 November 30, 2023 Discussion of Non-GAAP Financial Measures Non-GAAP financial measures exclude the effect of stock-based compensation expense, amortization of the inventory fair value adjustment associated with acquisitions, amortization of acquired intangible assets, acquisition and divestiture-related costs, restructuring and other related charges (including, but not limited to, asset impairment charges, employee severance costs, and facilities r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 28, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40357 MARVELL TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 85-3971597 (State or other jur ...

Marvell Technology, Inc. Conference Call Summary Company Overview - **Company**: Marvell Technology, Inc. (NASDAQ: MRVL) - **Event**: Evercore ISI 2023 Semiconductor & Semiconductor Equipment Conference - **Date**: September 7, 2023 Key Industry Insights - **Demand Dynamics**: Transition from supply constraints to potential demand constraints in certain areas, with AI showing strong performance while other segments are uneven [2][3] - **Inventory Correction**: A significant inventory bubble exists, requiring customers to work down their inventory levels, which is expected to take about 12 months [6][7] - **Diversification Strategy**: Marvell has built a diversified company with strong foundational layers in profitable markets, including enterprise and carrier businesses, which are expected to outperform during downturns [3][4] AI and Cloud Infrastructure - **AI Growth**: Marvell's AI business is projected to grow from $200 million last year to an estimated $800 million run rate by the end of the current year, driven primarily by PAM4 optics [9][10] - **Cloud Infrastructure Recovery**: The standard cloud infrastructure business is recovering, with significant growth observed in Q2 and Q3 [5] - **Data Center Interconnect (DCI)**: The DCI business is also experiencing growth, particularly post-ChatGPT, as demand for data center interconnect modules increases [11] Custom Silicon and Competitive Landscape - **Custom Silicon Opportunity**: Marvell is focusing on custom silicon to meet unique customer workloads, leveraging advanced process technology and high IO rates [49][50] - **Margins**: Custom silicon has lower gross margins due to customer funding of design work, but operating margins are expected to align with corporate averages [52][56] - **Competitive Landscape**: Marvell faces strong competition in the DCI market, particularly from companies like Cisco and Acacia, but continues to drive innovation [34] Future Outlook - **Shift to Accelerated Computing**: The transition from traditional computing architectures to accelerated computing is expected to create a significant Total Addressable Market (TAM) increase in the semiconductor industry [17][18] - **Networking Upgrade Cycle**: A significant upgrade cycle is anticipated in the networking and cloud infrastructure sectors, driven by the introduction of 51.2T platforms [44][46] - **AI's Impact on Optical Attach Rates**: AI-centric servers are expected to have significantly higher optical attach rates compared to traditional servers, necessitating more optical connections [35][39] Strategic Integration and Culture - **M&A Success**: Marvell has successfully integrated acquisitions, exceeding cost synergies and maintaining key personnel from acquired companies, which has contributed to a strong company culture [65][67] - **Customer Relationships**: The continuity of leadership and expertise is critical for long-term customer relationships, as clients are looking for reliable partners for large-scale projects [69][70] Conclusion Marvell Technology is well-positioned in the semiconductor industry, particularly in AI and cloud infrastructure, with a strong focus on diversification, custom silicon, and strategic acquisitions. The company anticipates significant growth opportunities driven by the shift to accelerated computing and the ongoing recovery in cloud infrastructure.

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Marvell Technology, Inc. (NASDAQ:MRVL) Q2 2024 Earnings Conference Call August 24, 2023 4:45 PM ET Company Participants Ashish Saran - Senior Vice President of Investor Relations Matt Murphy - Chairman and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Tore Svanberg - Stifel Timothy Arcuri - UBS Blayne Curtis - Barclays Matt Ramsay - TD Cowen Harsh Kumar - Piper Sandler Christopher Rolland - Susquehanna Ross Seymore - Deutsche Bank Vivek Arya - Bank of America ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 29, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40357 MARVELL TECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 85-3971597 (State or other jurisd ...

Sirius XM Holdings Inc. (SIRI) Bank of America 2023 Global Technology Conference Call June 7, 2023 1:40 PM ET Company Participants Matt Murphy - President and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference Call Participants Vivek Arya - Bank of America Securities Vivek Arya Good morning, everyone. Welcome to this morning session. I'm Vivek Arya Head of US semiconductor semicap equipment research. I am absolutely delighted to have the team from Marvell joining us. Matt Murphy, P ...

Marvell Technology, Inc. (NASDAQ:MRVL) Goldman Sachs Global Semiconductor Conference Call May 31, 2023 8:20 AM ET Company Participants Willem Meintjes - Chief Financial Officer Ashish Saran - Senior Vice President, Investor Relations Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay, great. Welcome, back everyone. Thank you so much for joining. My name is Toshiya Hari. I cover the semiconductor and cap equipment space at Goldman Sachs. We are very pleased, very excited to host the ...