Futurum analysts Daniel Newman and Todd R. Weiss dive into Marvell Technology’s Q4 and FY2022 earnings, which saw impressive 68 percent and 50 percent revenue gains respectively as the company continues the growth of its data infrastructure business strategy.
The new Marvell OCTEON 10 DPU solution is positioned to gain rapid traction in meeting the burgeoning security, networking, and storage workload demands of the data center, cloud, 5G, carrier, and enterprise realms as the sampling process unfolds in H2 2021. Futurum’s Ron Westfall examines why Marvell’s new OCTEON 10 DPU is clearly differentiated and why the solution is well-suited to advance processing capabilities such as parsing, classification, and inline IPSec applications using hardware accelerators to provide ML and vector packet processing as well as Terabir switching key to delivering performance and power efficiency breakthroughs.
Marvell launches new Atlas and 5nm Alaska chipsets developed to deliver unparalleled data center connectivity capabilities, including PAM4 innovations, key to dramatically improving data workload performance, scalability, and power efficiencies, particularly inside cloud data centers. Futurum’s Ron Westfall assesses why Marvell’s Atlas and Alaska offerings are clearly differentiated and why that are ready to deliver cloud data center connectivity breakthroughs.
Marvell Technology has released its first quarter results for fiscal year 2022, delivering an impressive beat for both revenue of $832 million versus $807 million expected and earnings of $0.29 per share (non-GAAP diluted) versus $$0.27 per share expected. Futurum Research breaks down the numbers and Marvell’s extremely strong guidance for the upcoming quarter.
Marvell launches its new Bravera SC5 controller family aimed at delivering Cloud SSD agility with any NAND vendor, in support of any NAND type, and across any form factor that fulfill the emerging scalability, performance, architectural flexibility, security, and data protection demands of the storage server and compute server data center market segments. Futurum’s Ron Westfall examines how the new Marvell Bravera SC5 solution delivers the PCIe 5.0 & NVMe 1.4b SSD Controller, 16Ch ES.1 Form Factor, flexible usage model, and Elastic SLA Enforcer capabilities that are key to driving data center flash storage innovation across the demanding cloud SSD controller space.
Applied Materials and Micron Technology are among a quartet of companies that fly under the radar where semiconductors are concerned.
Marvell introduces its new automotive multi-gig automotive Ethernet PHY, the 88Q4346, to advance the availability of smarter, secure, safer, and environmentally sound vehicles as well as bolster its IVN market influence. Futurum’s Ron Westfall explores the competitive advantages of the new Marvell 10G Ethernet PHY offering and why it strengthens Marvell’s automotive Ethernet portfolio, especially in areas like security, power operations, and speed, as well as Marvell’s influence across the automotive networking industry.
Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.