Action Marvell Technology, Inc. (MRVL) — est-ce une bonne entreprise ?

Action Marvell Technology, Inc. (MRVL) — est-ce une bonne entreprise ? — InspectStocks

Just reported

Q2 FY2027 results

From Marvell Technology's results release of 2 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
2,74B $US
+37 % y/y
+13 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,33 $US
+50 % y/y
Guided
—
No guide given
Operating income, GAAP
Actual
459,7M $US
+58 % y/y
+35 % q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Comment elle gagne de l'argent

Data center chips74 %
Communications and other chips26 %

Les parts du chiffre d'affaires sont des estimations pour fiscal year ended January 31, 2026, high confidence, pas des chiffres tirés d'un document officiel.

En concurrence avec

Ce qu'elle vend6

Custom application-specific integrated circuits
Chips designed to a particular customer's requirements, including chips for artificial intelligence computing, networking, and storage equipment.
Optical and electrical data-connection chips
Chips that help data travel between servers, switches, and data centers over optical fiber or copper cables. They include digital signal processors, laser drivers, signal amplifiers, and chips that repair or strengthen signals.
Prestera and Teralynx Ethernet products
Ethernet switches, network controllers, adapters, and physical-layer transceivers that move data through business and data-center networks.

Afficher 3 de plus

OCTEON and LiquidSecurity processors
Processors that handle network traffic and security tasks, including encryption and management of private keys used to protect digital information.
QLogic Fibre Channel adapters
Adapters and controllers that connect servers to storage systems in data centers.
Bravera storage controllers
Chips that control hard drives and solid-state drives, helping them read, write, and transfer stored data.

Qui l'achète3

Original equipment manufacturers and original design manufacturers buy chips to build servers, switches, storage systems, and other finished equipment. Marvell sells to some customers directly and uses distributors for other sales.
Distributor A accounted for 44% (three months ended August 1, 2026, high confidence) of revenue and resells Marvell products to a range of end customers.
Customer A accounted for 16% (three months ended August 1, 2026, high confidence) of revenue. The filing does not identify the customer by name.

Sur quoi elle repose, et ce qui pourrait la briser

Ce dont l'activité dépend

1A large portion of sales passes through a small number of large customers and distributors; the filings identify the largest ones only as Customer A and Distributor A.
2Marvell outsources chip manufacturing, packaging, and testing. It relies on outside manufacturers, including Taiwan Semiconductor Manufacturing Company for advanced-node wafers, and on other suppliers for critical components and production capacity.
3Most sales are to customers with operations in Asia, and much of Marvell's and its customers' manufacturing takes place outside the United States. Trade restrictions, export rules, or disruptions in the region could affect sales or supply.

Ce qui pourrait mal tourner

1A reduction in orders from a major customer or distributor, or a customer choosing to make chips itself or buy from another supplier, could materially reduce sales.
2Marvell depends on outside suppliers for advanced chip manufacturing and for packaging and testing. Shortages or production problems, particularly for advanced-node wafers, could delay customer deliveries.
3Sales depend on customers adopting Marvell's designs in products such as artificial intelligence data-center systems. Changes in demand, delayed or canceled orders, or competing products could reduce sales or leave Marvell with inventory customers do not need.

États financiers complets →

À propos de Marvell Technology, Inc.

Marvell designs chips for data centers, networks, storage systems, and other electronic equipment. Its chips help carry data between servers and other devices, run network and security tasks, and control hard drives and solid-state drives. Marvell designs the chips and relies on outside companies to manufacture, package, and test them.

Siège: Wilmington, Delaware, United States
Fondée en: 1995
Effectif: 7,480 (January 31, 2026, high confidence)
Cotée sur: NASDAQ
Clôture de l'exercice: The Saturday nearest January 31

Construit à partir des documents déposés par Marvell Technology, Inc. auprès de la Securities and Exchange Commission (SEC), le gendarme boursier américain. Les chiffres sont tels que publiés, l’historique par action étant retraité sur la base d’actions d’aujourd’hui. Ceci décrit une entreprise — ce n’est pas un conseil en investissement ni une recommandation d’acheter ou de vendre.

Just reported

Q2 FY2027 results

From Marvell Technology's results release of 2 novembre 2026; its quarterly report has since been filed.

Revenue
Actual
2,74B $US
+37 % y/y
+13 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,33 $US
+50 % y/y
Guided
—
No guide given
Operating income, GAAP
Actual
459,7M $US
+58 % y/y
+35 % q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Marvell Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

All 71 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises