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 -3.68% change in stock price 10 days leading up to the earnings, and a -4.14% change 10 days following the report. On the earnings day itself, the stock moves by +1.48%. This data can give you a slight idea of what to expect for the next quarter's release.
MRVL Key Earning Data
2024/Q4
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MRVL Earnings Analysis
Marvell Technology Inc Corporation (MRVL.O) Earnings Conference Call
Positive
Record Revenue Achievement: Marvell reported record revenue of $1.817 billion for Q4 2025, exceeding guidance and growing 20% sequentially and 27% year-over-year.
Data Center Revenue Surge: The data center end market was a primary growth driver, with revenue growing 78% year-over-year and 24% sequentially, fueled by strong AI demand.
Sustained GAAP Profitability: Marvell achieved GAAP profitability in Q4 2025 and expects this trend to continue into fiscal 2026.
Record Non-GAAP EPS Growth: The company reported a record non-GAAP EPS of $0.60, growing 40% sequentially, which is double the revenue growth rate, indicating strong operating leverage.
Data Center Revenue Surge: For the full fiscal year 2025, Marvell delivered $5.77 billion in revenue, with data center revenue growing 88% year-over-year.
Record Operating Cash Flow: Marvell generated a record $1.68 billion in operating cash flow and returned $933 million to shareholders through stock repurchases and dividends.
Strong Revenue Forecast: The company forecasts over 60% year-over-year revenue growth in Q1 of fiscal 2026, indicating a strong start to the new year.
AI Custom Silicon Success: Marvell's custom silicon programs are ramping successfully, with significant volume production expected for AI custom programs.
Advanced Technology Milestone: The company has made significant progress in advanced technology, including the demonstration of the industry’s first 2-nanometer silicon IP for next-generation AI and cloud infrastructure.
Credit Rating Upgrade: Marvell received an upgrade to its investment grade credit rating from Fitch, reflecting strong operating momentum and improved leverage metrics.
Negative
Negative Operating Margin: Operating margin was negative 12.5% on a GAAP basis for fiscal 2025, indicating challenges in profitability despite revenue growth.
Consumer Revenue Decline: Consumer end market revenue declined 8% sequentially in Q4 2025, with expectations of a further 35% decline in Q1 2026 due to seasonal factors.
Automotive Revenue Decline: Overall revenue from the automotive and industrial end market is projected to decline sequentially in the high-single-digits in Q1 2026, reflecting volatility in order patterns.
Data Center Revenue Trends: Despite strong growth in data center revenue, the on-premise portion is expected to see a seasonal decline, partially offsetting growth from cloud and AI.
Earnings Discrepancy Analysis: GAAP earnings per diluted share was only $0.23 in Q4 2025, which is significantly lower than the non-GAAP earnings per diluted share of $0.60, highlighting discrepancies between GAAP and non-GAAP performance metrics.
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MRVL Earning Call Sentiment
Marvell Technology, Inc. (NASDAQ:MRVL) Q4 2025 Earnings Call Transcript
MRVL.O
0.89%Positive
Marvell's earnings call highlights strong financial performance, with significant revenue and EPS growth driven by AI demand. The strategic relationship with AWS and expansion in custom silicon programs are positive indicators. Despite competitive pressures and debt concerns, the company's shareholder return plan and optimistic guidance for fiscal 2026 bolster sentiment. The Q&A section reveals confidence in growth, particularly in AI and custom programs, although some management responses lacked clarity. Overall, the positive financial metrics and strategic developments suggest a likely stock price increase of 2% to 8%.
