Marvell said fiscal 2025 Q4 net revenue was $1.817 billion, up 27% year over year and 20% sequentially. GAAP net income for the quarter was $200.2 million, or $0.23 per diluted share.

1. 01

   Marvell said fiscal 2025 Q4 net revenue was $1.817 billion, up 27% year over year and 20% sequentially. GAAP net income for the quarter was $200.2 million, or $0.23 per diluted share.

2. 02

   The company reported that data center end market revenue for Q4 was $1,365.8 million, up 78% year over year and 24% sequentially, and accounted for 75% of total net revenue. It also said enterprise networking revenue rose 35% year over year in the same quarter, while carrier infrastructure fell 38%.

3. 03

   Marvell reported that net cash provided by operating activities for fiscal 2025 was $1,681.2 million. The company said it returned $933 million to stockholders over the same period, including $725.0 million in stock repurchases and $207.5 million in dividend payments.

4. 04

   The company said it expects net revenue for the first quarter of fiscal 2026, Q1, to be $1.875 billion +/- 5%. It also projected GAAP gross margin of approximately 50.5% and non-GAAP gross margin of approximately 60%.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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