MRVL Marvell Technology, Inc. Loading...

From AVGO earnings calls
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22:00
Mar 04 ◎
Hawk Tan President and Chief Executive Officer, Broadcom Inc. AVGO Q1 FY26 call
Broadcom is guiding for direct attach copper (DAC) to remain the primary scale-up interconnect through 400G, delaying the adoption of co-packaged optics (CPO) despite being a leader in the technology. — This indicates a slower-than-expected adoption timeline for CPO, potentially impacting companies with significant CPO investments, while validating Broadcom's DAC-centric approach.
MRVL
MED
22:00
Dec 11 ◎
Hock Tan CEO, Broadcom AVGO Q4 FY25 call
Broadcom's AI backlog of $73 billion (delivered over 18 months) includes ~$20 billion of non-XPU networking components (switches, DSPs, lasers), indicating a substantial merchant silicon opportunity. — The size of the merchant component backlog implies significant share gains in AI networking and suggests competitors are losing sockets.
MRVL
MED

About MRVL Analyst Coverage

Buzzberg tracks MRVL (Marvell Technology, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Hawk Tan, Hock Tan.