Marvell QApr25
- Revenue up q/q for 4th straight quarter; will grow in QJul too; 4% q/q & 63% y/y - AI revenue continued to be 50%+ of DC revenue/not yet 50% of total company but will get there- No update on AI revenue run-rate; It was $680M exit run-rate in FY25- DC revenue up q/q for 8 straight quarters and will grow again in QJul; Grew 46% H/H in 2H - Custom silicon GM dilutive but accretive to OPMSource: Sravan Kundojjala
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