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Marvell 公布Q1財報,營收年減12%至11.6億,低於預期的11.8億。EPS $0.24 低於預期的0.25。除了Data Center 營收大增87%以外,其他的部門都經歷慘烈的-58%以上衰退。

Data Center 占了總營收約70%,由於Marvell在運算、互連、交換和儲存方面擁有大量機會,預計整個Data 基礎建設的TAM會年複合成長29%至750億,而Marvell的市佔率預計會從10%翻倍至20%。

Q2預估的EPS在0.29略低於預期的0.3,營收12.5億符合預期的12.4億,換算年減約-7%。基本上是data center 一神帶四坑。

更多內容可以看這篇:
Drunkenmiller也看好的矽光子?
https://ieobserv.com/SiPh



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Marvell 公布Q1財報,營收年減12%至11.6億,低於預期的11.8億。EPS $0.24 低於預期的0.25。除了Data Center 營收大增87%以外,其他的部門都經歷慘烈的-58%以上衰退。

Data Center 占了總營收約70%,由於Marvell在運算、互連、交換和儲存方面擁有大量機會,預計整個Data 基礎建設的TAM會年複合成長29%至750億,而Marvell的市佔率預計會從10%翻倍至20%。

Q2預估的EPS在0.29略低於預期的0.3,營收12.5億符合預期的12.4億,換算年減約-7%。基本上是data center 一神帶四坑。

更多內容可以看這篇:
Drunkenmiller也看好的矽光子?
https://ieobserv.com/SiPh

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