Early Access

10-KPeriod: FY2025

Marvell Technology, Inc. Annual Report, Year Ended Feb 1, 2025

Filed March 12, 2025For Securities:MRVL

Summary

Marvell Technology, Inc. reported fiscal year 2025 revenues of $5.8 billion, a 4.7% increase over fiscal year 2024, driven primarily by a significant 88% surge in its data center segment, fueled by robust demand from AI applications. This growth was partially offset by declines in other segments like carrier infrastructure (-68%), enterprise networking (-49%), consumer (-49%), and automotive/industrial (-17%), which are navigating inventory corrections and softer market conditions. The company incurred substantial restructuring charges of $711.8 million in fiscal year 2025, primarily related to increased R&D investment in the data center market and reduced investment in other areas, including impairment of intangible assets and technology licenses. Despite a net loss for the year, Marvell continues to focus on its high-growth data center and AI opportunities, supported by its custom ASIC and interconnect product portfolios, while also returning capital to shareholders through stock repurchases and dividends.

Financial Statements
Beta
Revenue$5.98B
Cost of Revenue$2.94B
Gross Profit$3.03B
R&D Expenses$1.54B
SG&A Expenses$569.10M
Operating Expenses$2.11B
Operating Income$918.50M
Interest Expense$139.50M
Net Income$2.27B
EPS (Basic)$2.64
EPS (Diluted)$2.61
Shares Outstanding (Basic)861.10M
Shares Outstanding (Diluted)869.90M

Key Highlights

  • 1Net revenue for fiscal year 2025 reached $5.8 billion, a 4.7% increase from fiscal year 2024.
  • 2The data center segment experienced significant growth, with sales up 88% year-over-year, largely driven by AI-related demand.
  • 3Restructuring charges of $711.8 million were recognized in fiscal year 2025, reflecting strategic shifts and impairments.
  • 4Marvell returned $932.5 million to stockholders in fiscal year 2025 through $725.0 million in stock repurchases and $207.5 million in dividends.
  • 5The company's R&D expenses increased by 2.9% to $1.95 billion, underscoring continued investment in technology development.
  • 6Despite revenue growth, the company reported a net loss of $885.0 million for fiscal year 2025.

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