FMP
May 31, 2024 4:48 PM - Davit Kirakosyan
Marvell Technology (NASDAQ:MRVL) experienced a 12% drop intra-day today despite announcing better-than-expected first-quarter results for 2025.
The company reported earnings per share (EPS) of 24 cents and revenues of $1.16 billion, representing a 12% decline compared to the same period last year. Despite the year-on-year decrease, revenues exceeded the mid-point of the company's guidance provided in March 2024 by $11 million.
Marvell's CEO Matt Murphy highlighted that Q1 revenue was bolstered by higher-than-anticipated demand from the AI sector. The company's data center revenue increased by 87% year-over-year, driven by the launch of their custom AI programs and a strong base in electro-optics revenue.
Murphy expressed optimism for the second half of the fiscal year, anticipating continued growth in data centers and the start of a recovery in enterprise networking and carrier infrastructure.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...