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Jul 30, 2022

Marvell Q2 2023 Earnings Report

Marvell's Q2 2023 revenue reached a record $1.52 billion, marking the 9th consecutive quarter of sequential growth.

Key Takeaways

Marvell Technology, Inc. reported financial results for the second quarter of fiscal year 2023, with net revenue of $1.517 billion, a 41% year-over-year increase. GAAP net income was $4 million, or $0.01 per diluted share, while non-GAAP net income was $486 million, or $0.57 per diluted share.

Q2 net revenue was $1.517 billion, a 41% increase year-over-year.

GAAP gross margin was 51.8%, and non-GAAP gross margin was 65.0%.

GAAP diluted income per share was $0.01, and non-GAAP diluted income per share was $0.57.

Company expects sequential revenue growth to accelerate in the fourth quarter as supply constraints begin to ease.

Total Revenue
$1.52B
Previous year: $1.08B
+41.0%
EPS
$0.57
Previous year: $0.34
+67.6%
GAAP Gross Margin
51.8%
Previous year: 34.6%
+49.7%
Non-GAAP Gross Margin
65%
Previous year: 64.8%
+0.3%
Gross Profit
$786M
Previous year: $372M
+111.4%
Cash and Equivalents
$617M
Previous year: $560M
+10.3%
Free Cash Flow
$259M
Previous year: $222M
+16.6%
Total Assets
$22.2B
Previous year: $20.8B
+6.4%

Marvell

Marvell

Forward Guidance

Marvell expects for the third quarter of fiscal year 2023, net revenue to be $1.560 billion +/- 3%, GAAP gross margin is expected to be 51.1% +/- 1.1%, and non-GAAP gross margin is expected to be 65.0% +/- 0.25%.

Positive Outlook

  • Net revenue is expected to be $1.560 billion +/- 3%.
  • GAAP gross margin is expected to be 51.1% +/- 1.1%.
  • Non-GAAP gross margin is expected to be 65.0% +/- 0.25%.
  • GAAP diluted income per share is expected to be $0.09 +/- $0.04 per share.
  • Non-GAAP diluted income per share is expected to be $0.59 +/- $0.03 per share.