MRVL Earnings Prediction
The chart below shows how MRVL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, MRVL sees a -4.94% change in stock price 10 days leading up to the earnings, and a -1.24% change 10 days following the report. On the earnings day itself, the stock moves by +0.91%. This data can give you a slight idea of what to expect for the next quarter's release.
MRVL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.52B
6.87%
19.11%
Gross Margin
23.05%
-40.68%
-50.06%
Operating Margin
-22.72%
125.62%
200.13%
Net Margin
-44.61%
285.23%
193.68%
EPS
-0.78
-310.53%
254.55%
No Data Available
MRVL Earnings Analysis
Marvell Technology, Inc. Common Stock Corporation (MRVL.O) Earnings Conference Call
Positive
Strong Revenue Growth: Marvel delivered revenue of $1.516 billion, $66 million above the midpoint of guidance, growing 19% sequentially driven by strong AI demand and execution.
Earnings Per Share Growth: Our non-GAAP earnings per share of $0.43 was also well above the midpoint of guidance, growing by 43% sequentially.
Record Revenue Achievement: In the third quarter, we achieved record revenue of $1.1 billion, growing 98% year-over-year and 25% sequentially, driven by a significant step-up in our custom AI silicon ramp.
Accelerated Revenue Growth Forecast: We are forecasting revenue growth to accelerate to 26% year-over-year growth at the midpoint of guidance for the fourth quarter.
Share Buyback Authorization: We have cumulatively bought back $525 million through the third quarter and have plenty of remaining authorization.
Negative
Operating Margin Comparison: GAAAP operating margin was negative 46.4%, while non-GAAP operating margin was 29.7%.
Quarterly GAAP Loss Per Share: For the third quarter, GAAP loss per diluted share was $0.78.
Gross Margin Analysis: GAAP gross margin was 23%.
Gross Margin Performance: Non-GAAP gross margin was 60.5%, slightly below our guidance as we saw higher-than-forecasted revenue from custom silicon.
Operating Expenses Breakdown: GAAP operating expenses were $1.052 billion, including restructuring costs, stock-based compensation and amortization of acquired intangible assets.
MRVL FAQs
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MRVL Earning Call Sentiment
Marvell Technology, Inc. (MRVL) Q3 2025 Earnings Call Transcript
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00:00
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MRVL.O
-19.1%Positive
The earnings call summary shows strong financial performance with significant AI-driven revenue growth, optimistic guidance, and increased stock repurchases. Despite some risks like supply chain challenges and economic factors, the Q&A section reflects positive sentiment from analysts, with management providing confident responses about revenue growth and diversification. The company's strategic initiatives and shareholder return plans further support a positive outlook. Overall, the factors suggest a positive stock price movement over the next two weeks.