Marvell Technology Ai Chips Q3 Results – Marvell Marvell Technology Harsh Kumar John Vinh Quinn Bolton Rick Schafer Toshiya Hari Vivek Arya Aws Cantor Fitzgerald
The Marvell Technology Inc. (Nasdaq: MRV) shares rose in early trade on Wednesday after the company had reported a profit in the third quarter.
Marvell Technology Ai Chips Q3 Results
Bofa Securities: Marvell Technology is a “unique investment in AI electro-optics and adapted chips,” said Ary. There is also more than 75% of the data on data on data and is well positioned in the next few years to achieve 40% -50% for annual profit growth.
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The company delivered a strong rhythm and set up a quarter, he explained analyst. “We see our heads on our heads in MRVLS custom chipramp and in their operational edge,” he wrote.
Stifel: Marvell submitted his directive with his quarterly results at the head of his guideline, said Svanberg. The data center and the sales and 25% in a row “increased in significant silicone ramps, which a MGT. Separation of the strategic focus,” he added.
The company initiated its own guidelines for the January Quartal “in order to continue the further acceleration of DC / AI to the non-DC segments to a cyclical recovery,” wrote an analyst. Marvell’s Asic job could generate 8 to 10 billion US dollars in the next 10 years.
Goldman Sachs: Marvell erzielte einen Umsatz von 1,52 Milliarden US -Dollar und 4% höher als der Konsens. Said Harry. Marvell directed the fourth quarter of $ 1.8 billion, which corresponds to 26% of several years of growth in the middle and 9% lies above a consensus above the consensus.
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The company assumes that all business segments will grow in succession, an analyst said. “Important, we expect a robust heat growth to transfer a strong lead and the expansion of salaries that are supported by operating hoists in the Aherelt in the Maver business model,” he wrote.
Oppenheimer: Marvell reported his turnover and earned the third quarter of the larger than 4%, ie 5%. “Impressive, F4Q (January) led 9% / 13% on the eve of the streets, the adapted Ai Asic and Networking accelerated,” said Schafer.
Income for data and income and could grow by more than 50% next year, an analyst is given. “In our opinion, tailor -made ASIC in CY25 can access $ 4b, about 2x investor expectations,” he continued.
Keybancnc markets: Marvell reported 1.52 billion US dollars, a higher than the consensus of 1.46 billion US dollars and 43 cents per share, he said that the expectations of 41 cents per share said. The company directed sales from the fourth quarter of $ 1.8 billion, a higher consensus of 1.65 billion US dollars and a profit of 59 cents per share, higher than the consensus of 52 cents, 52 cents.
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The above has launched a “significant volume ramp and a tailor -made ASIC”, whereby the income from the data center is growing by almost 100% compared to one year. “MRVL repeated the plans to surpass the AI -REV goals from 2.5 billion / 2.5 billion USD with $ 25 million with $ 25 billion,” he added.
Piper Sandler: Marvell stated that the center for the center for the center is mainly “mainly with a tailor -made AI silicon ramp,” said Kumar. Further comments indicated that the income and the original target of 1.5 billion US dollars or $ 2.5 billion will follow for this year and next year.
“From the ultimate market perspective, the center of data, airlines and consumers exceeded expectations, while networking corresponded to expectations and auto / industry in accordance with the street,” wrote an analyst. He pressed optimistically at the upper door in Custom Asics, which will continue next year.
Cantor Fitzgerald: The company has expanded its strategic relationship with Amazon.com Incs (Nasdaq: AMZN) AWS Business “to five years, a multi-line agreement that includes collaboration in more AWS products,” said Bolton. As part of the agreement, AWS in the amount of $ 87,7706 per share receives up to 4.2 million Marvell exercise shares, he added.
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The company reported strong results and guidelines, whereby the segment of the specified center will continue to be exceeded. “Next year it will be expected that a tailor-made AI silicon and an electro optics will grow sensibly, which leads to a significant upward trend in our previous estimates,” he wrote.
Action price: The Marvell shares rose by 21.44% to $ 116.47 at the time of publication on Wednesday.
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“This is the sacred grail of theoretical physics.” Is the key to quantum gravity hides in this new way of making black holes? A new quantum recipe for black holes could be the first step towards the theory of “quantum gravity”, “Holy Grail” physics. Spacei besuchte den diesjährigen Tag in Marvell Industrial Analysten, und das Thema De Jour war AI. Compared to last year (post below), this year’s industrial day did not discuss products and strategies. I just talked about AI.
Marvell recently reported on a wage, and at least before I continued because it was a good event to adapt the day in the industry.
The income exceeded expectations, but the combination below the result was illustrated. The data turnover rose by 20% QQ, a cloud over 30% QOQ; While networking was strong, they were listed in accordance with the Network OEM scores of 40% QoQ falls.
Marvell Technology’s Ai Revenue Growth Projections
Marvell was caught between cycles in Kreuzwinds. A very simplified summary is that as much as expected, since your speed of the server is still strong. At the same time, brackets and networks are not so strong and see the effects of the semiconductor cycle. This is a shame today, but when the data center rotates, the bracket market will probably be strong at this moment.
Now on the day of the industrial analysts. The big driver is AI and we already see his influence on Marvell’s financial guidelines. The following quarters rise by 35% of the QOOQ and in the fourth quarter and in the fourth quarter and will be north of 200 million. We should probably expect the point rate for the rest of 2024 with over two billion dollars in the AI in the 2024 income.
Let us talk about how Marvell is doing as well as you can benefit and your exposure compared to other large AI players (AMD and NVDA).
There are two large drivers for Marvells and the network -related exposure and the adapted silicone. Long -term products such as CXL will move the needle, but as Marvell sits today, it is mainly information and adapted silicone teams that give a meaningful income. I will discuss every opportunity in detail.
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One of the big problems in training and completing large models is that the model cannot fit into the GPU, and the path forwards is to secure a lot of GPU in parallel to training and to complete large models.
The GPUs are directly connected to each other in the network, whereby several speeds within the rack are entered in the faster data flow of large language models. In the past, the training and cluster conclusions themselves have a much higher optics speed than leaves in traditional data architecture. The pipes are weighted compared to the traditional architecture of the spine of the leaves on the ground.
While we scale thousands of GPU in the cluster, Marvell will benefit from the scope, since every transceiver that is sold must be connected to the GPU. They quantified it a little better in the recent conference conference.
We updated this number before we grew larger than 1. I think it was more the clarification we made. But at first it was a bit of how we could actually bring the arms about how many people could be