Marvell Technology Inc

Record Revenue Growth: Marvell reported record revenue of $1.817 billion for Q4 of fiscal 2025, growing 27% year-over-year and 20% sequentially. For the fiscal year 2025, total revenue was $5.77 billion, with data center revenue increasing 88% year-over-year, driven primarily by strong AI demand and custom silicon programs.

Positive Profitability and Cash Flow: The company achieved GAAP profitability in Q4 with earnings per share (EPS) of $0.23, and non-GAAP EPS of $0.60, reflecting a 40% sequential growth, demonstrating significant operating leverage within their business model. Additionally, they recorded $1.68 billion in operating cash flow for fiscal 2025 and returned $933 million to shareholders through buybacks and dividends.

Strong AI and Data Center Outlook: Marvell anticipates continued robust year-over-year revenue growth, forecasting over 60% growth in Q1 of fiscal 2026. They expect to exceed their $2.5 billion AI revenue target significantly, signifying strong traction in custom AI silicon programs amid high demand from hyperscaler customers.