#Marvell

AI Chips

Marvell's Record AI Quarter Runs Through a Single 44% Distributor

The 10-Q filed after the earnings release shows one distributor at 44% of net revenue and stock compensation exceeding GAAP net income.

1d ago

AI Chips

Marvell's Record Quarter: $0.94 Non-GAAP, $0.33 GAAP

Data-centre revenue growth accelerated to 46%. But the custom-silicon acceleration the entire investment case rests on is, in the CEO's own words, "beginning in the second half of fiscal 2027" — meaning it did not happen in the quarter being reported.

2d ago