NASDAQ$MRVL

Marvell Technology Group Ltd · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported record revenue with growth in all five end markets.

Marvell Technology, Inc. reported financial results for the fourth quarter and full fiscal year 2022. The company's Q4 net revenue was $1.343 billion, a 68% year-over-year increase, exceeding the midpoint of the company's guidance. GAAP net income for the quarter was $6 million, or $0.01 per diluted share, while non-GAAP net income was $429 million, or $0.50 per diluted share.

  • Q4 net revenue was $1.343 billion, up 68% year-over-year.
  • GAAP gross margin was 51.1%; non-GAAP gross margin was 65.3%.
  • GAAP diluted income per share was $0.01; non-GAAP diluted income per share was $0.50.
  • Revenue grew in all five end markets, with strong contributions from cloud, 5G and auto.

Headline financials

Total Revenue

$1.34B

Previous: $798M+68.3%
EPS (adj)

$0.50

Previous: $0.29+72.4%
Non-GAAP gross margin

65.3%

No prior period
GAAP gross margin

51.1%

No prior period
Capital Expenditures

$38.8M

Previous: $18.6M+109.3%
Free Cash Flow

$346M

Previous: $140M+147.8%
Net Income

$6M

Previous: $16.5M-63.7%
Operating Income

$34.7M

Previous: -$1.74M+2096.1%
Gross Profit

$686M

Previous: $421M+63.0%
Cash & Equivalents

$614M

Previous: $748M-18.0%
Total Assets

$22.1B

Previous: $10.8B+105.4%
Stock-Based Comp

$135M

Previous: $59.5M+126.6%

Revenue & EPS history

Marvell · Revenue · Quarterly

$1.34B

Q4 2022+68.3%vs Q4 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Marvell · $2.22B total across 2 segments · Q4 2026

  • Data center
    $1.65B
  • Communications and other
    $567M

Forward guidance

Marvell expects net revenue of $1.425 billion +/- 3% for the first quarter of fiscal year 2023. GAAP gross margin is expected to be between 49.6% and 50.6%, while non-GAAP gross margin is expected to be between 65% and 66%.

Tailwinds

  • Net revenue is expected to be $1.425 billion +/- 3%.
  • GAAP gross margin is expected to be 49.6% to 50.6%.
  • Non-GAAP gross margin is expected to be 65% to 66%.
  • GAAP diluted income per share is expected to be $0.01 +/- $0.04 per share.
  • Non-GAAP diluted income per share is expected to be $0.51 +/- $0.03 per share.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+0.5%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+1.9%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+42.5%

Q1 2024

Best reaction

-19.8%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2027
Q4 2026+0.0%-2.1%+22.3%
Q3 2026+2.6%-1.0%-3.8%
Q2 2026-18.7%-19.3%+7.7%
Q1 2026-5.6%+4.0%+21.1%
Q4 2025-19.8%-25.5%-45.2%
Q3 2025+22.0%+17.2%+17.2%
Q2 2025+11.4%+2.3%+3.7%
Q1 2025-9.2%-12.4%-7.8%
Q4 2024-7.3%-11.8%-10.7%
Q3 2024-5.9%-9.6%+7.5%
Q2 2024-13.0%-8.7%-15.0%
Q1 2024+42.5%+37.9%+25.8%
Q4 2023-2.9%-9.4%-4.5%
Q3 2023-3.9%-11.7%-20.4%
Q2 2023-4.0%-8.1%-17.1%
Q1 2023+12.7%+9.6%-10.6%
Q4 2022-6.3%-4.7%+5.0%
Q3 2022+17.8%+29.0%+23.3%
Q2 2022-2.9%-3.2%+0.6%
Q1 2022+4.2%+7.0%+16.4%
Q4 2021-16.2%-16.2%+3.8%
Q3 2021-4.9%-4.3%+4.2%
Q2 2021+7.4%+10.1%+6.9%
Q1 2021+6.3%+12.7%+8.2%
Q4 2020+17.0%+4.3%+5.3%
Q3 2020-7.3%-6.4%+6.1%
Q2 2020+1.7%-1.2%+5.0%
Q1 2020+1.3%+6.4%+8.4%
Q4 2019-4.7%+1.0%+8.7%
Q3 2019-1.8%-5.7%-3.7%
Q2 2019-5.0%-8.2%-9.2%
Q1 2019+0.8%+0.2%-2.5%
Q4 2018+2.7%-3.2%-13.4%
Q3 2018-5.0%-5.1%-6.4%
Q2 2018+7.3%+8.6%+12.5%
Q1 2018+5.3%+3.5%+5.3%
Q4 2017+1.0%+0.1%-4.2%
Q3 2017+10.2%+10.3%+6.6%
Q2 2017-2.9%-5.4%+1.3%
Q1 2017+2.1%+1.8%+5.4%
Q4 2016+11.5%+16.2%+15.6%
Q3 2016-8.9%
Q2 2016-18.3%
Q1 2016-7.1%
Q4 2015+0.4%
Q3 2015+4.6%
Q2 2015+2.4%
Q1 2015+2.9%
Q4 2014-1.1%
Q3 2014+9.6%
Q2 2014-6.6%
Q1 2014-0.2%
Q4 2013+7.0%
Q3 2013+4.3%
Q2 2013-1.7%
Q1 2013+0.7%
Q4 2012+1.3%
Q3 2012-4.0%
Q2 2012+0.3%
Q1 2012-0.9%
Q4 2011+2.1%
Q3 2010+1.2%
Q2 2010+2.4%
Q1 2010-4.7%
Q4 2009+6.4%

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