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迈威尔科技Marvell Technology(MRVL)2026财年第一季度财务与业务业绩报告「NASDAQ」(英文版)(33页).pdf

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1、Financial and Business ResultsQ1 FY26May 29,2025 2025 Marvell.All rights reserved.2Forward-looking statementsExcept for statements of historical fact,this presentation contains forward-looking statements(within the meaning of the federal securities laws)including statements related to future revenue

2、,future earnings,and the success of our product releases that involve risks and uncertainties.Words such as“anticipates,”“expects,”“intends,”“plans,”“projects,”“believes,”“seeks,”“estimates,”forecasts,targets,may,“can,”“will,”“would”and similar expressions identify such forward-looking statements.Th

3、ese statements are not guarantees of results and should not be considered as an indication of future activity or future performance.Actual events or results may differ materially from those described in this presentation due to a number of risks and uncertainties.Forward-looking statements are only

4、predictions and are subject to risks,uncertainties and assumptions that are difficult to predict,including those described in the“Risk Factors”section of our Annual Reports on Form 10-K,Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC.Forward-looking stat

5、ements speak only as of the date they are made.You are cautioned not to put undue reliance on forward-looking statements,and no person assumes any obligation to update or revise any such forward-looking statements,whether as a result of new information,future events or otherwise.2025 Marvell.All rig

6、hts reserved.3Non-GAAP financial measuresDuring this presentation,we may refer to certain financial measures on a U.S.non-GAAP basis.We believe that the presentation of non-GAAP financial measures provides important supplemental information to management and investors regarding financial and busines

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全文主要内容为公司2026财年第一季度的财务报告和展望。以下是关键点: 1. 第一季度营收为18.95亿美元,同比增长63%,环比增长4%。 2. 数据中心营收为14.41亿美元,同比增长76%,环比增长5%,占营收的76%。 3. 非GAAP毛利率为59.8%,非GAAP每股收益为0.62美元,均为历史新高。 4. 企业网络和运营商基础设施市场营收恢复增长,预计第二季度将继续增长。 5. 汽车和工业市场营收下降,主要由于工业市场波动。 6. 消费市场营收下降29%,主要由于游戏季节性影响,但预计第二季度将大幅增长。 7. 公司预计第二季度营收为20亿美元,非GAAP毛利率约为59.5%,非GAAP每股收益为0.67美元。
"Q1FY26业绩亮点有哪些?" "非GAAP财务指标的重要性何在?" "展望Q2,哪些因素会影响业绩?"
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