Semiconductors

Marvell Tech

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Apr 15 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools for website and presentation design, further strengthening its portfolio and use-case coverage.The move is aimed squarely at OpenAI and Google and will intensify competition among leading LLMs. For Anthropic, cracking inference efficiency and cost control would be pivotal...

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Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap

Marvell

Conference Minutes

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Dolphin Research's transcript summary of Marvell's FY2026 Q4 earnings call. For the analysis, cf. 'Marvell: ASIC card orders fell short; connectivity drives the AI comeback!'. $Marvell Tech(MRVL.US) key takeaways: (1) Outlook — FY2027 total revenue guide raised to $11bn (prior $10bn), with data center revenue +40% YoY and comms &amp; other +10% YoY. FQ4 FY2027 revenue is expected to surpass $3bn...

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MRVL (Trans): Raises revenue guide again; second XPU to enter mass production in FY28---

Financial Analysis

MRVL reported FY2026 Q4 results after hours on Mar 6 (Beijing time), for the quarter ended Jan 2026.1) Revenue: $2.22bn, +7% QoQ, in line with consensus ($2.21bn).The $150mn QoQ uplift was primarily driven by data center.2) GPM: 51.7%, +10bps QoQ.Margins are affected by amortization of acquired assets and other factors...

MRVL: ASIC card miss; wins back AI with interconnect.

MVLL

MRVL First Take: Results broadly in line with estimates, with growth largely driven by Data Center.Adj. GPM at 58.5%, down 50bps QoQ, reflecting a mix shift toward lower-margin custom ASIC. The company revised segment reporting this quarter, consolidating from five buckets to two (Data Center; Comm. &amp; Other), underscoring Data Center's importance.Data Center drove growth, up 8.8% QoQ. Dolphin Research estimates AI revenue at approx. $960 mn this quarter. Beyond the print, guidance was 'quite good'.MRVL guides next-quarter revenue to $2.4 bn (+8% QoQ), ahead of the Street's $2.27 bn, driven by optical module chips and custom ASIC. Mgmt again lifted the LT outlook: FY2027 revenue to $11 bn (prev. $10 bn), +34% YoY; FY2028 to $15 bn, ~+40%, a further step-up.Shares had lagged on worries that its ASIC biz could face intensified competition from Taiwan vendors, weighing on growth. Guidance implies ASIC growth of just over 20% YoY, while interconnect products (optical module chips) should post strong momentum, underpinning faster top-line growth.For more, follow Dolphin Research's upcoming notes and Trans. $Marvell Tech(MRVL.US) $GraniteShares 2x Long MRVL Daily ETF(MVLL.US)

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The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

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Marvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'

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Marvell Technology (MRVL.O) released its third-quarter financial report for fiscal year 2026 (ending October 2025) in the early morning of December 3rd, Beijing time, after the U.S. stock market closed: 1. Revenue: $Marvell Tech(MRVL.US) reported revenue of $2.07 billion this quarter, a quarter-on-quarter increase of 3.4%, in line with market expectations ($2.06 billion). The quarter-on-quarter increase of $60 million was mainly driven by enterprise networking and carrier business. 2. Gross Margin: The gross margin for this quarter was 51.6%, a quarter-on-quarter increase of 1.2%...

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Marvell: Acquisition to Fill Gaps, Is the NVIDIA 'Alternative' Path Becoming a Reality?

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0925 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Last night, the official website of the National Press and Publication Administration released the latest batch of online game license lists. A total of 145 domestic games received licenses, and 11 imported games were approved. Key games include Tencent's 'Return to Loop', NetEase's 'Star Painting Friends Sunny Day', and miHoYo's 'Honkai: Spirit of Fate'. The number of licenses issued in a single batch continues to exceed 100, maintaining a 'normalized high-frequency issuance' pace, confirming the warming policy...

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JD Unveils New "Jingxi" Initiative; Xiaomi 17 Series Launches Tonight | Today's Important News Recap

The following are the minutes of Marvell Technology's Marvell FY2026 Q2 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell Technology Marvell: Cloud Giants Spend More Generously, Why Didn't ASIC 'Leverage'?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Information Review 1. Capital Deployment and Investment The company has completed the divestiture of its automotive Ethernet business, with the transaction yielding $2.5 billion in all-cash, providing the company with flexibility to continue its stock repurchase program and further invest in technological capabilities to strengthen its technology platform...

Marvell (Minutes): Still has not responded positively to Alchip's challenge

Marvell Technology reported its fiscal year 2026 second-quarter financial results (ending July 2025) in the early morning of August 29, Beijing time, after the U.S. stock market closed: 1. Revenue: This quarter's revenue was $2.01 billion, a quarter-on-quarter increase of 5.8%, meeting market expectations ($2.01 billion). The quarter-on-quarter increase of $110 million was mainly driven by growth in the data center and consumer businesses. The consumer business was driven by a recovery in demand in the gaming market, while growth in the data center business was primarily driven by AI business and electro-optical interconnect products. 2. Gross Margin: This quarter's gross margin was 50.4%...

Marvell Technology: Cloud Giants Spend Generously, Why Didn't ASIC Benefit?

Marvell Quick Interpretation: Although the company's overall revenue and gross margin for this quarter were basically in line with expectations, the revenue guidance for the next quarter is relatively weak.The most concerning aspect for the Marvell market is the performance of the data center business, especially the progress of custom ASICs.However, after delivering a performance below expectations this quarter, the company has provided guidance for the next quarter that is flat quarter-over-quarter, with the custom ASIC business expected to face a quarter-over-quarter decline, which to some extent confirms market concerns.Although several major cloud service providers have recently increased their capital expenditures, Marvell has not directly benefited at this stage.Regarding the company's custom ASIC business, the current main revenue comes from Amazon's Trainium2 and Google's Axion CPU products, which will be mass-produced in 2024, while the product for the third customer, Microsoft, will not be mass-produced until 2026.Without the drive of new products, the company's custom ASIC business is clearly under pressure at this stage, but a decline in the next quarter was unexpected.The company is currently in a new product vacuum period and faces competition from AI chips. Although the company provided a promising outlook on AI Day, it still needs to deliver tangible performance results.In the context of increased capital expenditures by major companies, the company's forecast of a decline will directly impact market confidence. For more specific information, please follow Dolphin Research's subsequent commentary and management communication content. $Marvell Tech(MRVL.US)

Marvell Technology CFO Willem A. Meintjes Sells 4,000 Shares

Marvell Technology Options Trading Active: Call Volume Hits 68%, Specific Put Options See Surge

Bank of America raises Micron Technology target price to $200, maintains Buy rating

AMD Increases Stake in Marvell, Driving Stock Price Up

Marvell Technology's stock price target raised to $133.05

Wilson Asset Management Increases Micron Technology Holdings

Christopher Koopmans sold shares of Marvell Technology

Marvell Technology Options Market Data Shows

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Deltec Increased Holdings in Marvell to 61,515 Shares

Compute Demand Driving CPU Price Rises, Southern Fund's Zheng Xiaoxi Sees Opportunities in Semiconductor Sector

Marvell Technology Announces Acquisition of Polariton Technologies to Enhance Optical Technology Portfolio

RBC Raises Marvell Tech Target Price to $170

Google and Marvell in Talks to Develop a New AI Chip

Marvell's ASIC Chip Business Driving Stock Prices Higher

Marvell Technology Shares Hit New High on Amazon Partnership and Optical Communications Growth

Barclays Upgrades Marvell Tech Rating, Shares Climb

Marvell Technologies submits $1 billion senior notes term sheet

Marvell CEO says deal with NVIDIA will drive interoperability

NVIDIA Invests $2 Billion in Marvell to Join NVIDIA AI Ecosystem

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Earning Release Date

财报预告

FY2027 Q1 Earning Release 2026.05.27 (EST) After-Market

Marvell Technology, Inc. (MRVL.US) Q4 Fiscal Year 2026 Earnings Conference Call

Marvell Technology, Inc. (MRVL.US) Q3 Fiscal Year 2026 Earnings Conference Call

Marvell Technology, Inc. (MRVL.US) Q2 Fiscal Year 2026 Earnings Conference Call

Marvell Technology, Inc. (MRVL.US) Fiscal Year 2026 First Quarter Earnings Conference Call

Marvell Technology, Inc. (MRVL.US) Fiscal Year 2025 Fourth Quarter and Full Year Earnings Conference Call

Marvell Technology, Inc. (MRVL.US) Q3 Fiscal Year 2025 Earnings Conference Call

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AMD has made a $6.5 million investment in Marvell, acquiring 65,516 shares at approximately $99 each. Following a surge in Marvell's stock, AMD's stake value has risen to about $11.46 million, indicating significant unrealized gains. This investment is part of AMD's strategy in the AI ecosystem, aligning with Nvidia's $2 billion deal with Marvell.

- AMD has invested $6.5 million in Marvell by acquiring 65,516 shares at about $99 each.  
- The investment's value has risen to approximately $11.46 million due to Marvell’s stock increase, reflecting significant unrealized gains.  
- This move is strategic, aligning with Nvidia’s $2 billion agreement with Marvell, emphasizing its role in AI data center networking.

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AMD’s $6.5M Marvell stake signals AI infrastructure bet

On May 18, Eastern Time, Marvell Tech options saw a total of 104303 contracts traded, with calls accounting for 46% and puts making up 53%.

Options Flow

Trending | MRVL Decreases 4% on Monday, Some Put options Soar 216%

PLTR

NOWL

Today's whale alerts in the Information Technology sector highlight significant options activity. Notable trades include bearish call sweeps for MSFT and ORCL, a neutral call for NOW, and bullish activity for POET and PLTR. Other trades show bearish sentiment for MU, MRVL, and SNDK. These alerts can guide traders in identifying potential trading opportunities based on large transactions by influential market players.

- The article discusses whale activity in options trading, highlighting how traders can identify opportunities by tracking large transactions.  
- It provides specific examples of call and put options across various companies in the Information Technology sector, detailing trade types, sentiment, expiration dates, strike prices, and trading volumes.  
- The information aims to assist traders in recognizing patterns where option prices may deviate significantly from usual market values.

Marvell Tech(MRVL.US)

AMD’s $6.5M Marvell stake signals AI infrastructure bet

Trending | MRVL Decreases 4% on Monday, Some Put options Soar 216%

10 Information Technology Stocks With Whale Alerts In Today's Session

Pre-market hot trades in US stocks: Intuitive Machines up 7.05% in pre-market; Marvell Tech up 3.35% in pre-market

What's Going On With ServiceNow Stock Monday?

Marvell (MRVL) More than Doubled This Year. The AI Opportunity Still Looks Bigger

Is Marvell Technology a smart buy post-pullback?

Trending | MRVL Decreases 3% last Friday, Some Put options Soar 177%

AMD's Marvell stake jumps amid AI sector momentum

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