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Jan 28, 2023

Marvell Q4 2023 Earnings Report

Marvell's Q4 2023 financial results were reported, showing revenue growth and mixed profitability.

Key Takeaways

Marvell Technology reported Q4 fiscal year 2023 results with a net revenue of $1.419 billion, a 6% year-over-year increase. The company's GAAP net loss was $(15) million, or $(0.02) per diluted share, while non-GAAP net income was $396 million, or $0.46 per diluted share.

Q4 net revenue reached $1.419 billion, a 6% increase year-over-year.

GAAP gross margin was 47.5%, and non-GAAP gross margin was 63.5%.

GAAP diluted loss per share was $(0.02), while non-GAAP diluted income per share was $0.46.

Fiscal year 2023 revenue was $5.92 billion, a 33% increase year-over-year.

Total Revenue
$1.42B
Previous year: $1.34B
+5.7%
EPS
$0.46
Previous year: $0.5
-8.0%
GAAP Gross Margin
47.5%
Previous year: 51.1%
-7.0%
Non-GAAP Gross Margin
63.5%
Previous year: 65.3%
-2.8%
Gross Profit
$673M
Previous year: $686M
-1.9%
Cash and Equivalents
$911M
Previous year: $614M
+48.5%
Free Cash Flow
$298M
Previous year: $346M
-14.1%
Total Assets
$22.5B
Previous year: $22.1B
+1.9%

Marvell

Marvell

Forward Guidance

For the first quarter of fiscal year 2024, Marvell expects net revenue to be $1.300 billion +/- 5% and non-GAAP gross margin to be approximately 60%.

Positive Outlook

  • Net revenue is expected to be $1.300 billion +/- 5%.
  • GAAP gross margin is expected to be 45.1% +/- 1%.
  • Non-GAAP gross margin is expected to be approximately 60%.
  • Non-GAAP operating expenses are expected to be approximately $460 million.
  • Non-GAAP diluted income per share is expected to be $0.29 +/- $0.05 per share.

Challenges Ahead

  • GAAP operating expenses are expected to be approximately $687 million.
  • GAAP diluted loss per share is expected to be $(0.17) +/- $0.05 per share.