$Marvell Technology(MRVL)$ The-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Marvell Technology(MRVL)$ The market is way too focused on $Alphabet(GOOGL)$ when looking at MRVL's FY28 outlook. Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon.

Look at what's happening underneath the Google headlines:

• 800G is strong

• 1.6T is ramping up rapidly

• 51.2T switching is strong growth

• NPO & CPO accelerating

• Scale-up switching opportunities expanding

• Scale-across represents another enormous bandwidth opportunity

Marvell described multiple tier-one switching engagements that each may represent multi-billion-dollar lifetime opportunities.

Of course Google matters too. But if the entire MRVL story gets reduced to the timing of one customer's custom silicon program, I think we're missing a substantial part of what changed in MRVL's outlook. Google will be a huge add in the future. But right now connectivity is driving huge growth.

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Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon.</p>\n<p>Look at what's happening underneath the Google headlines:</p>\n<p>• 800G is strong</p>\n<p>• 1.6T is ramping up rapidly</p>\n<p>• 51.2T switching is strong growth</p>\n<p>• NPO &amp; CPO accelerating</p>\n<p>• Scale-up switching opportunities expanding</p>\n<p>• Scale-across represents another enormous bandwidth opportunity</p>\n<p>Marvell described multiple tier-one switching engagements that each may represent multi-billion-dollar lifetime opportunities.</p>\n<p>Of course Google matters too. But if the entire MRVL story gets reduced to the timing of one customer's custom silicon program, I think we're missing a substantial part of what changed in MRVL's outlook. Google will be a huge add in the future. But right now connectivity is driving huge growth.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a>The market is way too focused on <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a> when looking at MRVL's FY28 outlook. Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon.</p>\n<p>Look at what's happening underneath the Google headlines:</p>\n<p>• 800G is strong</p>\n<p>• 1.6T is ramping up rapidly</p>\n<p>• 51.2T switching is strong growth</p>\n<p>• NPO &amp; CPO accelerating</p>\n<p>• Scale-up switching opportunities expanding</p>\n<p>• Scale-across represents another enormous bandwidth opportunity</p>\n<p>Marvell described multiple tier-one switching engagements that each may represent multi-billion-dollar lifetime opportunities.</p>\n<p>Of course Google matters too. But if the entire MRVL story gets reduced to the timing of one customer's custom silicon program, I think we're missing a substantial part of what changed in MRVL's outlook. Google will be a huge add in the future. But right now connectivity is driving huge growth.</p></body></html>","text":"$Marvell Technology(MRVL)$ The market is way too focused on $Alphabet(GOOGL)$ when looking at MRVL's FY28 outlook. Marvell raised its FY28 revenue outlook by roughly $1.5B, and something getting overlooked is how much of that increase is being driven by connectivity — scale-up optics, switching, and related products, not just Google/custom silicon. Look at what's happening underneath the Google headlines: • 800G is strong • 1.6T is ramping up rapidly • 51.2T switching is strong growth • NPO & CPO accelerating • Scale-up switching opportunities expanding • Scale-across represents another enormous bandwidth opportunity Marvell described multiple tier-one switching engagements that each may represent multi-billion-dollar lifetime opportunities. Of course Google matters too. But if the entire MRVL story gets reduced to the timing of one customer's custom silicon program, I think we're missing a substantial part of what changed in MRVL's outlook. Google will be a huge add in the future. 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