10/06/2024, 11:04 AM UTC
顺风之下，Marvell即将腾飞？Marvell's Soaring Potential Amid Favorable Winds?
➀ Marvell在2025年第一季度业绩发布后，其加速增长的可见性变得更加清晰；➁ 数据中心（DC）部门在最近一个季度实现了7.9%的环比收入增长，比2025年第一季度的6.7%环比增长加快了120个基点；➂ 数据中心投资没有放缓的迹象，包括微软签署的核反应堆协议和贝莱德推出的价值超过300亿美元的人工智能投资基金；➃ 2025年第二季度，Marvell的800G PAM和400ZR数据中心互连产品订单量稳定，并提高其用于AEC的800G DSP的产量；➄ 分析师预计Marvell的EBITDA在25财年增长27%，在26财年增长60%，目前增长率约为26亿美元。➀ Marvell's visibility of accelerated growth became clearer after the Q1 2025 earnings release; ➁ The Data Center (DC) division saw a sequential revenue growth of 7.9%, accelerating from 6.7% in Q1 2025; ➂ No signs of slowing down in数据中心 investments, with recent highlights including Microsoft's agreement and BlackRock's AI fund; ➃ Marvell's order volume of 800G PAM and 400ZR data center interconnect products remained stable in Q2 2025, and production of 800G DSP for AEC will increase; ➄ Analysts expect Marvell's EBITDA to grow 27% in FY25 and 60% in FY26, with a current growth rate of about $26 billion.
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