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Sentiment · FY2027 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ross Seymore | Deutsche Bank | 8 | 13% |
| Harsh Kumar | Piper Sandler | 7 | 14% |
| Vivek Arya | Bank of America | 7 | 14% |
| Harlan Sur | JPMorgan | 7 | 0% |
| Tom O'Malley | Barclays | 7 | 0% |
| Tim Arcuri | UBS | 6 | 0% |
| Tore Svanberg | Stifel | 5 | 0% |
| Aaron Rakers | Wells Fargo | 5 | 0% |
| Blayne Curtis | Jefferies | 5 | 0% |
| Chris Caso | Wolfe Research | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Deutsche Bank | 1 | 8 | 13% |
| Stifel | 2 | 7 | 0% |
| Bank of America | 1 | 7 | 14% |
| Piper Sandler | 1 |
| 7 |
| 14% |
| JPMorgan | 1 | 7 | 0% |
| Barclays | 1 | 7 | 0% |
| UBS | 1 | 6 | 0% |
| Wells Fargo | 1 | 5 | 0% |
Marvell delivered record revenue of $2.418 billion (+28% YOY) in FY2027-Q1, powered by data center strength at $1.8 billion representing 76% of total revenue. Management raised FY27 full-year revenue guidance to approximately $11.5 billion (~40% YOY growth) and FY28 guidance to $16.5 billion (~45% YOY growth, $1.5 billion above prior outlook), with data center growth projections accelerating from 46% in FY26 to 50% in FY27 to 55% in FY28. Interconnect growth expectations for FY27 were raised from 50% to more than 70% YOY, while custom silicon is on track to more than double in FY28 with management reaffirming line of sight to $10 billion+ in custom revenue by FY29. An expanded NVIDIA partnership spanning silicon photonics, NVLink fusion, and AI RAN further broadened the addressable market.
Cloud & AI | Revenue Growth | Competitive Dynamics | Innovation & R&D | Demand | Guidance Reliability | Margin | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 11 | 7 | 6 | 4 | 2 | 1 | 1 | |
| 2025Q4 | 10 | 5 | 2 | 4 | 2 | 2 | ||
| 2026Q1 | 13 | 4 | 4 | 3 | 5 | 2 | ||
| 2026Q2 | 10 | 5 | 3 | 3 | 3 | 1 | 1 | |
| 2026Q3 | 6 | 4 | 3 | 2 | 3 | 2 | ||
| 2026Q4 | 10 | 8 | 3 | 2 | 4 | 2 | 2 | 1 |
| 2027Q1 | 6 | 5 | 4 | 2 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | '27Q1 | |
|---|---|---|---|---|---|---|---|
| Cloud & AI | 11 | 10 | 13 | 10 | 6 | 10 | |
| Revenue Growth | 7 | 5 | 4 | 5 | 4 | 8 | 6 |
| Competitive Dynamics | 6 | 2 | 4 | 3 | 3 | 3 | 5 |
| Innovation & R&D | 4 | 4 | 3 | 3 | 2 | 2 | 4 |
| Demand | 2 | 2 | 5 | 3 | 4 | 2 | |
| Guidance Reliability | 1 | 2 | 1 | 3 | 2 | ||
| Margin | 1 | 2 | 2 | ||||
| M&A | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MRVL Marvell Technology | 10 | +27.6% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| AVGO Broadcom Inc. | 9 | +29.5% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |