In today’s briefing:
- Marvell Industry Analyst Day
Marvell Industry Analyst Day
Marvell reported earnings recently, and I wanted to mention that at least before I continued onwards because that is a good context-setting event for the industry day.
Revenue exceeded expectations, but the mix beneath the results was illustrative.
- Datacenter revenue grew 20% QoQ, cloud over 30% QoQ; while networking was strong, they guided for a 40% QoQ decline, consistent with networking OEM results.
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