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The single most important accounting adjustment to understand when analysing Marvell Technology (NASDAQ: MRVL) is the amortisation of acquired intangible assets. This line item sits across bothCost of Goods Soldand operating expenses, and its magnitude — $942M in FY26 and approximately $900M on the …
There is a category of semiconductor product that long-term investors should actively seek: the component that nobody talks about, that is essential to systems everyone talks about, that is extremely difficult to design in alternatives to once it has been qualified, and that is …
Investors who focus exclusively on Marvell Technology's (NASDAQ: MRVL)Revenueacceleration risk missing a subtler and potentially more important signal embedded in the gross margin line. Between FY25 and Q1 FY27, the company's non-GAAP gross margin declined steadily from 61.0% to 58.9%, a compression of 210 …
Key HighlightsMarvell Technology (Nasdaq: MRVL) switchRevenueexceeded $300M in FY26 and is expected to surpass $600M in FY27, doubling year-on-year.Scale-out switch revenue is tracking toward $1 billion in FY28, representing a potential tripling from FY26 levels over two years.Marvell launched the industry's first 260-lane PCIe …
There is a useful discipline when evaluating a management team's revenue guidance: separate the structural from the cyclical, distinguish booked orders from extrapolatedDemand, and ask whether the forecast requires market conditions to remain favourable or whether it is robust to normalisation. Marvell Technology's (NASDAQ: …
Key HighlightsMarvell Technology (Nasdaq: MRVL) custom siliconRevenuedoubled in FY26, demonstrating accelerating hyperscaler adoption.Management expects custom revenue to grow more than 20% year-on-year in FY27, and more than double year-on-year in FY28.Several new custom design wins were announced in Q1 FY27, signalling strong forward revenue …
There is a category ofBusinessthat every serious long-term investor should spend time identifying: the invisible toll road. These are companies that do not make the headline product, do not carry theBrandthat consumers recognise, but without whose technology the headline product simply cannot function. Marvell …
Key HighlightsMarvell Technology (Nasdaq: MRVL) returned $2.245 billion to stockholders in FY26 through share repurchases and dividends.FY26 non-GAAPNet Incomereached $2,465.6M, up 79% year-on-year, providing the cash generation to fund both returns andInvestment.The sale of the Automotive EthernetBusinessgenerated $1,830M, fundingAcquisitionactivity without creating excessiveLeverage.Total diluted share …
RTX Corporation (NYSE: RTX), formerly Raytheon Technologies, is one of the largest aerospace and defense companies in the S&Amp;P 500, with a marketCapitalizationaround $244 billion in mid-2026. RTX combines a major commercial-aerospaceBusinesswith a leading defenseFranchise, giving it exposure to both rising air travel and …
GE Aerospace (NYSE: GE) is one of the most important industrial companies in the S&Amp;P 500, with a marketCapitalizationaround $342 billion in mid-2026. The successor to General Electric's storied aviationBusinessfollowing the breakup of the conglomerate, GE Aerospace is a global leader in jet engines, …
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