Company Performance & Outlook - The company's stock performed very well after the earnings announcement [1] - Leadership expressed optimism and confidence in the business's multi-year prospects [1] - The company has bookings and backlog to deliver in the next year [2] Addressing Misinformation - An article incorrectly stated the company lost a significant piece of business, which the company refuted, stating they have the bookings for it [2] Competitive Landscape & Key Relationships - The company acknowledges Broadcom as a tough competitor [4] - The company has deep key relationships with all major US hyperscalers [4] - The company has a warrant situation with AWS to buy AI custom and networking products [4] - The warrant agreement was updated to include silicon photonics and photonic fabric [4][5]
'Those orders are in the books,' says Marvell CEO on lost business speculation
CNBC Television·2025-12-10 00:58