Marvell Technology Inc Stock Price, News & Analysis

Marvell Technology (NASDAQ: MRVL) has achieved a groundbreaking milestone with the industry's first 400G/lane technology demonstration, featuring a complete electrical to optical link operating at 224 Gbaud. The company will showcase this innovation at OFC 2025 in San Francisco from March 30-April 3, 2025.

The technology represents a significant advancement, offering a 4x increase over current 100G/lane infrastructure and 2x increase over 200G/lane systems being deployed this year. Marvell is collaborating with industry leaders including Lumentum, TeraHop, and Coherent to develop products based on this technology.

This breakthrough will enable cloud data centers to substantially increase bandwidth capacity, maximize output, enhance efficiency, and reduce AI training time. The technology is particularly significant as pluggable transceiver modules are expected to remain the dominant solution for optical connectivity in data centers through 2030.

Marvell Technology (NASDAQ: MRVL) has unveiled its new 1.6T silicon photonics light engine integrated into a linear-drive pluggable optics (LPO) module at OFC 2025. This innovative solution, the second in Marvell's light engine family, supports eight channels of 200 Gbps PAM4 optical interconnect with standards-based signaling.

The light engine consumes less than 5 picojoules per bit, including laser power, under typical conditions. It consolidates hundreds of components including modulators, photodetectors, drivers, and microcontrollers in a single package, optimized for pluggable modules.

This quarter-scale implementation of the 6.4T light engine addresses next-generation AI scale-up network requirements, offering a solution for mid-density rack-scale connectivity. The product is currently sampling to select customers.

Marvell Technology (NASDAQ: MRVL) announced its showcase of interconnect portfolio for AI deployments at OFC 2025 in San Francisco. The company is addressing the expanding interconnect chipset market, projected to reach $11.5 billion by 2030 according to LightCounting.

Key demonstrations include:

• Industry's first 400G/lane technology with 224 Gbaud operation
• Co-Packaged Platforms for AI scaling
• 1.6T Silicon Photonics Light Engine
• Ara - 3nm 1.6T PAM4 interconnect platform
• COLORZ® 800 pluggable DCI module
• Alaska® A AEC DSPs operating at 8 x 200G
• PCIe Gen 6 and Gen 7 SerDes demonstrations
• 51.2T Scale-out Fabric showcase

Marvell Technology (NASDAQ: MRVL) and TeraHop have demonstrated the industry's first end-to-end PCIe Gen 6 over optics solution at OFC 2025. The breakthrough showcases PCIe signal transmission between root complex and endpoint across 10 meters of TeraHop OSFP-XD active optical cable using Marvell's Alaska P PCIe Gen 6 retimer.

The collaboration enables low-latency, standards-based AI scale-up infrastructure by extending PCIe reach beyond traditional electrical limits. The solution incorporates PCIe Gen 7 SerDes technology running at 128 GT/s through TeraHop's linear-drive pluggable optical module, ensuring reliable high-speed connectivity between AI accelerators, CPUs, CXL-pooled memory, SSDs, and NICs.

This advancement is important for next-generation accelerated infrastructure, addressing the exponential data growth driven by AI workloads that demand higher bandwidth and longer reach capabilities.

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.