AI RevenueManagement noted Marvell's AI revenue had come in 'substantially above' the $1.5B target laid out in April 2024, and they anticipate it will 'very significantly exceed' the $2.5B target for F2026.
Data Center GrowthMarvell expects its data center total addressable market (TAM) to grow from $33 billion to $94 billion, higher than its previous expectation.
Next-gen Custom ProgramsMarvell's management shows strong confidence in next-gen custom programs and securing 3nm capacity, which may alleviate some investor concerns.