Marvell Technology, Inc. (MRVL) Q3 2025 Earnings Call Transcript Summary
Marvell Technology, Inc. (MRVL) Q3 2025 Earnings Call Transcript Summary
The company reported that the data center segment generated record revenue of $1.1 billion, escalating 98% year-over-year and 25% sequentially.The following is a summary of the Marvell Technology, Inc. (MRVL) Q3 2025 Earnings Call Transcript:
以下是邁威爾科技（Marvell Technology, Inc.）2025財年第三季度業績會議電話交易摘要:
Financial Performance:
財務表現：
Marvell Technology reported Q3 2025 revenue of $1.516 billion, a growth of 7% year-over-year and 19% sequentially, driven by strong demand in AI and custom silicon.
Non-GAAP earnings per share stood at $0.43, marking a significant growth of 43% sequentially, highlighting substantial operating leverage.
The company reported that the data center segment generated record revenue of $1.1 billion, escalating 98% year-over-year and 25% sequentially.
邁威爾科技報告2025財年第三季度營業收入爲$15.16億，同比增長7%，環比增長19%，受人工智能和定製硅片需求強勁推動。
非通用會計準則每股收益爲$0.43，環比顯著增長43%，突顯實質性的運營槓桿效應。
該公司報告idc概念板塊創紀錄的$11億營收，同比增長98%，環比增長25%。
Business Progress:
業務進展：
Announced a strategic expansion with AWS through a multi-generational five-year agreement, bolstering its position in data center semiconductors across custom AI products and optical DSPs.
Achieved significant growth in custom AI silicon, with ongoing projects such as the ramp of complex 100 billion-plus transistor chips.
Introduced the industry's first 3-nanometer 1.6T DSP, expecting to enhance energy efficiency significantly and maintain industry leadership in electro-optics.
宣佈與亞馬遜（Amazon）進行戰略擴展，簽署了一項跨多代的五年協議，加強了在數據中心半導體領域的地位，涵蓋定製人工智能產品和光學DSP。
在定製人工智能硅片方面取得顯著增長，其中的項目包括複雜1000億多晶體管芯片的逐步推進。
推出了行業內首款3納米1.6萬億DSP，預計將顯著提高能源效率，並保持在光電子領域的行業領先地位。
Opportunities:
機會：
The wide portfolio of data center semiconductors, including AI solutions and custom products, present growth opportunities, particularly through the strategic partnership with Amazon Web Services.
Product innovations, especially in the electro-optics market, with the launch of the industry's first 1.6T DSP and future advancements in 3-nanometer technology.
包括人工智能解決方案和定製產品在內的數據中心半導體產品組合，通過與亞馬遜網絡服務的戰略合作，提供增長機會。
通過在電光市場推出行業首款1.6萬億DSP和未來在3納米技術方面的進展，產品創新尤其引人注目。
Risks:
風險：
The ASICs market is highly competitive, with a notable emphasis on delivering leading-edge technology. This competitive pressure requires continuous significant investment in R&D and operational execution to maintain and grow market share.
ASIC市場競爭激烈，着重於提供領先技術。這種競爭壓力需要持續大力投資於研發和運營執行，以維持並增長市場份額。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
