Marvell Technology Inc Stock Price, News & Analysis

Marvell Technology (NASDAQ: MRVL) has announced a quarterly dividend payment of $0.06 per share of common stock. The dividend will be payable on May 1, 2025, to shareholders who are on record as of April 11, 2025.

Marvell Technology (NASDAQ: MRVL) reported strong Q4 FY2025 results with revenue of $1.817 billion, up 27% year-over-year and 20% sequentially. The company's data center segment showed remarkable growth of 78% year-over-year.

Q4 performance highlights include: GAAP net income of $200.2 million ($0.23 per share), non-GAAP net income of $531.4 million ($0.60 per share), and operating cash flow of $514.0 million. For FY2025, total revenue reached $5.767 billion, with the company generating $1.68 billion in operating cash flow and returning $933 million to stockholders through buybacks and dividends.

Looking ahead to Q1 FY2026, Marvell projects revenue of $1.875 billion (±5%), expecting over 60% year-over-year growth. The company's custom AI silicon programs have entered volume production, with multiple new design wins secured for future growth.

Marvell Technology (NASDAQ: MRVL) has unveiled its first 2nm silicon IP platform for next-generation AI and cloud infrastructure, produced on TSMC's 2nm process. The platform includes advanced features such as high-speed 3D I/O for vertically stacking die inside chiplets, with bi-directional I/O operating at speeds up to 6.4 Gbits/second.

The company's platform strategy focuses on developing semiconductor IP components including SerDes, die-to-die interconnects, silicon photonics, and compute fabric interfaces. These serve as building blocks for custom AI accelerators, CPUs, and networking solutions.

Notable market projections indicate custom silicon is expected to represent approximately 25% of the accelerated compute market by 2028, with a 45% annual TAM growth. The new bi-directional I/O technology enables up to 2x bandwidth increase or 50% reduction in connections, particularly beneficial as an estimated 30% of advanced node processors are expected to utilize chiplet designs.

Marvell Technology (NASDAQ: MRVL) has announced it will release its fourth fiscal quarter and fiscal year 2025 financial results on Wednesday, March 5, 2025, followed by a conference call at 1:45 p.m. Pacific Time. Investors can join the call through automated registration or by dialing directly. The call will also be available via webcast on Marvell's Investor Relations website. A replay will be accessible until March 12, 2025, through dedicated dial-in numbers with passcode 19355#.

Marvell Technology (NASDAQ: MRVL) will showcase its latest advancements in accelerated infrastructure silicon at DesignCon 2025, scheduled for January 28-30, 2025, at the Santa Clara Convention Center. The company will present two key products at booth 1139:

1. The Alaska® P PCIe Gen 6 Retimer and PCIe Gen 7 SerDes for extending server connection distances without major board redesigns

2. A 1.6 Tbps active electrical cable powered by the Alaska A PAM4 DSP for high-bandwidth scale up and scale out applications

Several industry partners, including 3M, Amphenol, Keysight, Molex, Multilane, TE Connectivity, and Tektronix, will feature Marvell-enabled accelerated infrastructure products at their respective booths.

Marvell Technology (NASDAQ: MRVL), a leading provider of data infrastructure semiconductor solutions, has announced plans to host its Investor Day on the morning of Tuesday, June 10, 2025, in New York City. The event will feature presentations from Chairman and CEO Matt Murphy along with the senior leadership team.

The company will release additional event details and webcast access information in a future press release closer to the event date. The physical event will be restricted to invited attendees only.

Marvell Technology (NASDAQ: MRVL) has announced an advanced custom XPU architecture with co-packaged optics (CPO) technology, building upon its recently announced custom high-bandwidth memory compute architecture. The breakthrough enables the integration of CPO into next-generation custom XPUs, allowing AI servers to scale up from tens of XPUs within a rack to hundreds across multiple racks.

The new architecture combines XPU compute silicon, HBM, and other chiplets with Marvell 3D SiPho Engines on the same substrate. This integration enables 100X longer distances than electrical cabling and faster data transfer rates. The company's 6.4T 3D SiPho Engine features 32 channels of 200G electrical and optical interfaces, delivering 2x the bandwidth, 2x the input/output bandwidth density, and 30% lower power per bit compared to 100G interfaces.

Marvell Technology (NASDAQ: MRVL) has announced a quarterly dividend of $0.06 per share of common stock. The dividend will be payable on January 30, 2025 to shareholders who are on record as of January 10, 2025.

Marvell Technology (NASDAQ: MRVL) has announced the general availability of a new 200G per lane optimized transimpedance amplifier (TIA) and laser driver chipset, enabling 800 Gbps and 1.6 Tbps linear-drive pluggable optics (LPO). The chipset addresses next-generation short-reach, scale-up compute fabric connectivity requirements, overcoming the limitations of passive, direct-attached copper (DAC) cable interconnects.

The solution is specifically designed for AI-driven data centers that require higher-bandwidth interconnects, particularly in compute fabric networks connecting XPUs within and across racks. The LPO chipset features adjustable equalization to compensate for channel loss, best-in-class linearity, and improved module performance margin while reducing design complexity, power consumption, and TCO.