'Those orders are in the books,' says Marvell CEO on lost business speculation
Marvell TechnologyMarvell Technology(US:MRVL) Youtube·2025-12-10 00:58

Group 1 - The company announced its earnings last Tuesday, and the stock performed well after hours and the following day, indicating positive market reception to the messaging and optimism about the business's multi-year outlook [1] - There was a claim made in an article that the company lost a significant piece of business, which the company refuted by stating that it has the bookings and backlog to support future deliveries [2][3] - The company emphasized its strong relationships with major US hyperscalers, including a warrant situation with AWS, and mentioned an update to the warrant agreement that includes new technology areas such as silicon photonics [4]

Marvell Technology-'Those orders are in the books,' says Marvell CEO on lost business speculation - Reportify