earnings
confidence high
sentiment positive
materiality 0.80
Marvell Q3 revenue $1.52B beats guidance; Q4 guidance $1.8B (+19% seq)
Marvell Technology, Inc.
2025-Q3 EPS
reported -$1.25
vs consensus $0.67
▼ miss
(-287.1%)
- Q3 net revenue $1.516B, $66M above mid-point guidance; GAAP net loss $(676.3)M or $(0.78); non-GAAP EPS $0.43.
- Non-GAAP gross margin 60.5%; cash flow from operations $536.3M.
- Q4 guidance: revenue $1.8B ±5% (implied +26% YoY); non-GAAP EPS $0.59 ±$0.05.
- CEO cites custom AI silicon programs in volume production and cloud interconnect demand as primary growth drivers.