Marvell

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NAS:MRVI

Nvidia CEO Jensen Huang, speaking onstage at Computex in Taipei, called the chipmaker the “next trillion-dollar company,” highlighting Marvell’s critical role in high-speed data center connectivity.

Next Earnings Date: Expected Date: August 20, 2026 (to August 27, 2026)

    Following stellar bookings and AI demand, Marvell’s management has significantly upgraded its near-term and long-term revenue projections:

      Upcoming Quarter (Q2 FY2027) Guidance: Expected Revenue: $2.70 billion (with a range of +/- 5%).
      Growth Rate: Represents ~35% Year-over-Year (YoY) growth

      Full-Year FY2027 Guidance: Expected Growth: Projected to grow ~40% YoY to nearly $11.5 billion (strongly upgraded from the previous 30% growth guidance).

          FY2028 Guidance: Expected Revenue: Upgraded to $16.5 billion (up from its prior guidance of $15.0 billion).

          Expected Profit (EPS) Growth: Profit margins and earnings per share are scaling upward alongside high-margin datacenter optical and custom ASIC programs: Upcoming Quarter (Q2 FY2027) Guidance: Growth Rate: Represents an estimated ~35.8% YoY growth compared to the prior-year period.


          Key Growth Drivers

              • AI Interconnect Business: Expected to grow over 70% YoY in FY2027, driven by skyrocketing demand for optical PAM4 DSPs as data centers transition from 800G to 1.6T speeds.
              • Custom ASIC Silicon: Marvell holds custom silicon partnerships with all five major U.S. hyperscalers (e.g., Microsoft’s Maia chip, Amazon, Google TPUs). This custom compute segment is expected to more than double in FY2028 and is targeted to reach over $10 billion by FY2029.

              Snowflake

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              Snowflake Inc. Class A Commonis under Algo Engine buy conditions.

              Shares of the data cloud provider exploded after a resounding Q1 earnings beat. Revenue rose 33% year-over-year to $1.39 billion (beating the $1.32 billion consensus), while adjusted EPS came in at $0.39 (vs. $0.32 expected). Sentiment was turbocharged by a massive, newly announced $6 billion five-year cloud infrastructure deal with Amazon Web Services (AWS) to scale generative AI and agentic applications. Management also raised its full-year product revenue guidance to $5.84 billion.

              Zscaler

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              Zscaler, Inc. – Common

              Despite delivering a strong “beat” on both top and bottom lines for the quarter, the stock tumbled in extended trading. This sell-off was primarily driven by mixed Q4 revenue guidance and near-term cautious commentary on hardware costs and sales team transitions.

              Q3 FY2026 Financial Highlights (The “Beat”)

              • Revenue: $850.5 million (up 25% YoY), beating Wall Street expectations of $835.6 million.
              • Non-GAAP EPS: $1.08, outpacing analyst projections of $1.01.
              • Annual Recurring Revenue (ARR): Reached $3.525 billion, up 25% YoY (up 21% excluding the Red Canary acquisition, which contributed $127 million).
              • Operating Margin: Hit a record all-time high of 23% (non-GAAP).
              • Free Cash Flow (FCF): $136.0 million (up 14% YoY), representing a robust FCF margin.

              Zoom

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              Zoom Video Communications, Inc. – Class A Common shares are higher following a highly impressive quarterly earnings report that significantly outpaced Wall Street projections.

              Q1 Fiscal Year 2027 financial results (for the quarter ended April 30, 2026) on May 21, 2026.

              The company delivered a double-beat on both top and bottom lines and raised its full-year guidance

              Key Financial Highlights (Q1 FY27)

              • Revenue: $1.24 billion, up 5.5% YoY (4.6% in constant currency), beating analyst expectations of $1.22 billion.

              Hewlett Packard

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              Hewlett Packard Enterprise Company Common is under Algo Engine buy conditions.

              Upcoming Earnings Announcement: Q2 Fiscal 2026

              • Earnings Date: Monday, June 1, 2026 (after market close)
              • Consensus Estimates:

              * Expected Non-GAAP EPS: ~$0.51 to $0.55 (Consensus is around $0.54, representing a substantial year-over-year increase)
              * Expected Revenue: ~$9.75B – $9.78B

              HP shares have been buoyed by strong financial results from Lenovo Group, HP soared over 15.0%, and Dell surged to a fresh historic record high as investors preemptively positioned ahead of earnings next week.

              Latest Reported Earnings: Q1 Fiscal 2026 (Reported March 9, 2026)
              HPE delivered a highly profitable first quarter, notably beating profitability and cash flow expectations, driven by strong networking demand and early synergy capture from the Juniper Networks integration:

              • Revenue: $9.3 billion, up 18% year-over-year (matching consensus expectations of ~$9.31 billion).
              • Non-GAAP Diluted EPS: $0.65, beating analyst expectations of $0.59 and exceeding the company’s guidance of $0.57 – $0.61.
              • GAAP Diluted EPS: $0.31.
              • Free Cash Flow (FCF): $708 million, up $1.6 billion year-over-year (a strong result as Q1 is seasonally a cash outflow quarter).

              Key Segment & Business Highlights

              • Networking Surge: Revenue in the Networking segment soared 151.5% YoY to $2.7 billion (representing nearly 30% of total revenue). This was driven by WiFi-7 uptake, strong data center switching orders, and the rapid integration of Juniper.
              • AI Backlog: HPE built up a record $5 billion AI systems backlog, primarily from enterprise and sovereign customers, which is expected to translate into revenue in the second half of fiscal 2026.
              • Supply Chain Management: The company has been managing industry-wide DRAM and NAND shortages via multi-year supply agreements and agile surcharge pricing.

              Raised Fiscal Year 2026 Outlook
              On the back of the Q1 results, HPE management raised its outlook for the full fiscal year:

              • FY26 Non-GAAP EPS Guidance: Raised to $2.30 to $2.50 (up from previous guidance).
              • FY26 Free Cash Flow Guidance: Increased to at least $2.0 billion (up from the previous target of $1.7B – $2.0B).