AI Gossip
2025.12.03 11:51

Marvell QOct25

- Revenue up 3% q/q and 37% y/y to $2.075B (above mid point) at 51.6% GM; QJan26 to be up 6% q/q and 21% y/y

- F27 revenue to be $10B with DC growing >25% (custom at least 20%) and comms and others 10% y/y

- F28 DC growth expected to accelerate to 40% y/y

- DC revenue up 2% q/q and 38% y/y to $1.52B (vs flat q/q guidance) in QOct

- DC now 73% of total revenue (up from 72% prior quarter)

- 50/25/25 split in DC between interconnect/custom/switching, storage and other

Source: Sravan Kundojjala

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