Marvell Technology Q3: Strong Data Center Growth & Amazon Partnership
Update: 2025-12-09
Description
Marvell Technologys Q3 results met expectations, with a 37% sales growth driven by strong demand in data centers, particularly for AI high-speed connections. The companys CEO, Matthew Murphy, highlighted robust data center growth and a recovery in communications markets. During the earnings call, analysts asked about long-term revenue goals, custom silicon growth, and a strategic agreement with Amazon. The company plans to focus on photonic fabric product adoption, data center growth, custom silicon programs, and communications market momentum in the coming quarters.
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