Marvell Technology, Inc. – Common: Noted – Jensen Huang’s high-profile backing of the chipmaker at Computex.
Expected Revenue & Growth: Driven by accelerating AI data center and custom silicon demand, Marvell raised its growth guidance significantly during its last earnings call:
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- Q2 FY2027 Revenue Guidance: Guided to $2.7 billion (±5%).
Year-over-Year (YoY) Growth: Represents ~35% YoY growth (beating previous consensus of $2.6 billion).
Sequential Growth: Represents ~12% sequential growth from Q1 FY2027.
- Full-Year FY2027 Revenue Outlook: Raised to ~$11.5 billion (up from prior guidance of ~$11.0 billion).
YoY Growth: Approximately 40% growth year-over-year.
- Full-Year FY2028 Revenue Outlook: Raised to ~$16.5 billion.
YoY Growth: Approximately 45% growth compared to
