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Jan 29, 2022

Marvell Q4 2022 Earnings Report

Reported record revenue with growth in all five end markets.

Key Takeaways

Marvell Technology, Inc. reported financial results for the fourth quarter and full fiscal year 2022. The company's Q4 net revenue was $1.343 billion, a 68% year-over-year increase, exceeding the midpoint of the company's guidance. GAAP net income for the quarter was $6 million, or $0.01 per diluted share, while non-GAAP net income was $429 million, or $0.50 per diluted share.

Q4 net revenue was $1.343 billion, up 68% year-over-year.

GAAP gross margin was 51.1%; non-GAAP gross margin was 65.3%.

GAAP diluted income per share was $0.01; non-GAAP diluted income per share was $0.50.

Revenue grew in all five end markets, with strong contributions from cloud, 5G and auto.

Total Revenue
$1.34B
Previous year: $798M
+68.3%
EPS
$0.5
Previous year: $0.29
+72.4%
GAAP Gross Margin
51.1%
Non-GAAP Gross Margin
65.3%
Gross Profit
$686M
Previous year: $421M
+63.0%
Cash and Equivalents
$614M
Previous year: $748M
-18.0%
Free Cash Flow
$346M
Previous year: $140M
+147.8%
Total Assets
$22.1B
Previous year: $10.8B
+105.4%

Marvell

Marvell

Forward Guidance

Marvell expects net revenue of $1.425 billion +/- 3% for the first quarter of fiscal year 2023. GAAP gross margin is expected to be between 49.6% and 50.6%, while non-GAAP gross margin is expected to be between 65% and 66%.

Positive Outlook

  • Net revenue is expected to be $1.425 billion +/- 3%.
  • GAAP gross margin is expected to be 49.6% to 50.6%.
  • Non-GAAP gross margin is expected to be 65% to 66%.
  • GAAP diluted income per share is expected to be $0.01 +/- $0.04 per share.
  • Non-GAAP diluted income per share is expected to be $0.51 +/- $0.03 per share.