Marvell Technology Group Ltd.: Will The Anticipated Recovery in Enterprise Networking and Carrier Business Pan Out? 

Marvell Technology, Inc.’s Q1 2025 earnings report reflects a strong start to the fiscal year with revenue of $1.16 billion, surpassing the midpoint of guidance. The overachievement was largely driven by higher-than[1]predicted results from the company’s data center operations, which reported $816 million in revenue for the quarter. The company anticipates such performance and growth to continue throughout the fiscal year, especially in light of initial shipments of their custom AI compute programs. These programs are expected to build momentum in the second half of 2025 and essentially support high-volume production in 2026.