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Investor Relations14 Oct 2025
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Marvell Technology (MRVL) investor relations material
Marvell Technology JP Morgan CEO Conference Call Series summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.JP Morgan CEO Conference Call Series summary24 Sep, 2025
Business transformation and growth outlook
Data center business has tripled since 2023, now 75% of total revenues, with AI franchise up over 6x in the same period.
No expected revenue hole in custom AI silicon next year; strong demand signals and firmed-up plans for growth into 2027 and 2028.
Custom business doubled in one year, projected to grow in line with CapEx (baseline 18%) next year, with new XPU programs contributing more in 2027-2028.
Optics business, now half of data center revenue, consistently outpaces CapEx growth, with 800G and 1.6T products ramping and new scale-up opportunities emerging.
Switching and storage segments show strong recovery and growth, with switching business expected to double or triple as new products ramp.
Strategic partnerships and product innovation
Five-year agreement with AWS covers networking, custom AI silicon, and EDA collaboration, with multiple programs ramped into production.
Multigenerational design activity is robust, with 20+ custom XPU and XPU attached wins, up from 18 since June, contributing to a $75 billion opportunity funnel.
2nm and next-gen design engagements are accelerating, with multiple products in development and strong execution on advanced IP.
Scale-up networking and connectivity, including switching, AECs, and retimers, are positioned for significant growth as new protocols and architectures emerge.
Inovium acquisition has driven switching revenue well beyond initial targets, with 51.2T and 100T products in the pipeline.
Financial strategy and capital allocation
Announced a $1 billion accelerated share repurchase and a new $5 billion buyback authorization, reflecting strong free cash flow and confidence in outlook.
Recent divestitures and M&A, such as Inphi and Avera, have delivered substantial growth, with data center and custom businesses expanding 4x-15x in four years.
Flexibility remains for further M&A to capture new growth opportunities, while maintaining a focus on organic investment and shareholder returns.
How does Marvell avoid XPU revenue hole?
Scale up optics revenue potential?
Capital allocation for post-2026 growth?
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Next Marvell Technology earnings date
Q3 20262 Dec, 2025
Next Marvell Technology earnings date
Q3 20262 Dec, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Marvell focuses its analog and mixed-signal products on applications including wired and wireless communications, storage, automotive, industrial, medical imaging, and power management. The company's PCI Express interfaces serve the networking and broadband video markets. Marvell's digital signal processors are used in Bluetooth handsets and other portables devices in the communications and consumer electronics markets. Marvell Technology, Inc. was incorporated in 1995 and is headquartered in Wilmington, Delaware.
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