Description
Marvell Technology Acquires Celestial AI & Buys Into the Future of AI—$3.25 Billion Says It’s Serious!
Marvell Technology Inc.’s latest financial results for the third quarter of fiscal year 2026 highlight both strengths and challenges that would inform an investment thesis. Marvell reported record revenue of $2.075 billion, marking a 37% year-over-year growth and a 3% sequential increase. This growth was primarily driven by the data center segment, which saw a substantial 38% year-over-year growth due to robust demand for Artificial Intelligence (AI) products. On the favorable side, Marvell’s data center business is performing exceptionally well, with expected revenue growth exceeding 25% next fiscal year. The company’s strategic acquisition of Celestial AI signifies a substantial investment to fortify its data center capabilities, especially in handling next-generation scale-up interconnects which have become critical due to increasing AI workloads.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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