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Marvell Technology Group Seems Reasonably ValuedStockBaller • Tue, May 28 -
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Marvell Technology Group Q1 2011 Earnings Call TranscriptFri, May 21, 2010
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Marvell Technology Group, Ltd. Q3 2010 Earnings Call TranscriptThu, Dec 3, 2009
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Marvell Technology Group Ltd. F2Q10 (Qtr End 08/01/09) Earnings CallThu, Aug 27, 2009
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Marvell Technology Group Ltd. F4Q08 Earnings Call TranscriptFri, Mar 7, 2008
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PR Newswire (Jun 3, 2013)
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PR Newswire (Jun 3, 2013)
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at MarketWatch.com (May 24, 2013)
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at MarketWatch.com (May 24, 2013)
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PR Newswire (May 24, 2013)
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at CNBC.com (May 24, 2013)
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at MarketWatch.com (May 23, 2013)
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at MarketWatch.com (May 23, 2013)
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at CNBC.com (May 23, 2013)
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PR Newswire (May 23, 2013)
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at MarketWatch.com (May 23, 2013)
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at CNBC.com (May 16, 2013)
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PR Newswire (May 7, 2013)
MRVL vs. ETF Alternatives
Company Description
We are a fabless semiconductor provider of high-performance application-specific standard products. Our core strength of expertise is the development of complex System-on-a-Chip, or SoC, devices leveraging our extensive technology portfolio of intellectual property in the areas of analog,... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, June 12, 4:32 PM Spreadtrum (SPRD) raises its Q2 revenue guidance range to $270M-$278M, well above a prior range of $220M-$228M and a $224.1M consensus. The Chinese baseband chipmaker cites "continuing strong demand throughout the quarter for low-cost smartphones" in China and other emerging markets, and says it's "also benefiting from the continuing expansion of our smartphone portfolio." Those were a couple of the positive catalysts SA Pro contributor Ashraf Eassa recently mentioned in a bullish write-up. Shares are halted. Marvell (MRVL), which competes with Spreadtrum in the TD-SCDMA 3G baseband space, is up 1.8% AH. 2 Comments [Tech, Earnings, On the Move, Breaking News]
- Thursday, May 23, 4:48 PM More on Marvell (MRVL) 2014 FQ1 earnings: FQ2 revenue guidance of $770M-$810M, non-GAAP gross margin of 51.5%-53.5%, non-GAAP operating expenses of $305M-$325M, non-GAAP EPS of $0.17-$0.21. Consensus revenue is $763M, EPS is $0.18. Company puts earnings beat on better than normal seasonal demand and share gains in storage and networking end markets. "We expect growth to be driven by increased traction in areas such as mobile handsets, tablets, connectivity, and SSDs." CC at 4:45 ET. Shares +7.2% AH. (PR) Comment! [Tech, Earnings, On the Move]
- Thursday, May 23, 4:07 PM Marvell (MRVL): Q1 EPS of $0.19 beats by $0.05. Revenue of $734M beats by $12.45M. Shares +6.9% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
- Thursday, February 21, 4:37 PM More on Marvell: FQ1 guidance is for revenue of $700M-$740M and EPS of $0.12-$0.16, somewhat favorable to a consensus of $707.8M and $0.13. FQ4 EPS beat assisted by $283M in buybacks. Company says it gained hard drive controller share (at LSI's expense?). Gross margin was 53.2%, +90 bps Q/Q and -130 bps Y/Y. Opex +9% Y/Y, above rev. growth of 4%. MRVL +4.5% AH, shares have been depressed for a while. CC at 4:45PM ET (webcast). (PR) Comment! [Tech, Earnings]
- Thursday, February 21, 4:04 PM Marvell (MRVL): Q4 EPS of $0.19 beats by $0.06. Revenue of $775M beats by $54.11M. Shares +5.7% AH. (PR) 1 Comment [Earnings, Breaking News, U.S. Economy, Tech, On the Move]
- Thursday, February 21, 12:10 AM Notable earnings after Thursday’s close: ACTG, AIG, ARUN, ATLS, BMRN, BV, CENX, CLGX, COG, CUBE, CYH, DRYS, EXEL, EXR, FIRE, FLS, FTR, GDI, HPQ, INT, INTU, ITMN, JWN, MRVL, NEM, NPSP, ONXX, PSA, SBAC, SWN, TS, WBMD Comment! [Earnings]
- Wednesday, February 20, 5:35 PM Notable earnings after Thursday’s close: ACTG, AIG, ARUN, ATLS, BMRN, BV, CENX, CLGX, COG, CUBE, CYH, DRYS, EXEL, EXR, FIRE, FLS, FTR, GDI, HPQ, INT, INTU, ITMN, JWN, MRVL, NEM, NPSP, ONXX, PSA, SBAC, SWN, TS, WBMD 2 Comments [Earnings]
- Friday, February 1, 1:34 PM Telecom chipmakers Cavium (CAVM +7.5%) and PMC-Sierra (PMCS +13.7%) soar after delivering Q4 beats (I, II), and contribute to a decent rally in chip stocks (SOXX +1.9%). Cavium guided on its Q4 call for Q1 revenue of $68.5M-$70.5M and EPS of $0.17-$0.19 vs. a consensus of $69.1M and $0.17. PMC guided on its call for Q1 revenue of $123M-$132M, largely above a $124.7M consensus. The numbers come amidst growing optimism (I, II) about 2013 telecom capex. Peers Broadcom (BRCM +2%), Marvell (MRVL +3.1%), and LSI (LSI +4.7%) are all doing well. Comment! [Tech, Earnings, On the Move]
- Monday, January 28, 10:41 PM Seagate (STX) guided on its FQ2 call for FQ3 revenue of $3.25B-$3.45B, below a consensus of $3.58B. Gross margin is expected to be at the low end of a range of 27%-32% after coming in at 27.8% in FQ2. "We're trying to give a conservative outlook, because our customers [PC OEMs] are giving us conservative input," says CFO Pat O'Malley. A $40M investment has been made in server flash memory module maker and Fusion-io (FIO) rival Virident. STX -4.8% AH. WDC -2.6%. MRVL -1.4%. FIO -3.8%. (transcript) (WDC guidance) 3 Comments [Tech, Earnings, On the Move]
- Tuesday, January 8, 4:24 PM Seagate (STX) +1.9% AH after stating it expects to report FQ2 (Dec. quarter) revenue of at least $3.6B, above prior guidance of $3.5B and a consensus of $3.53B. Gross margin is expected to come in at 27%, down from FQ1's 28.4%. Seagate adds it bought back a whopping 30M shares in the quarter; it repurchased 20.5M shares in FQ1, and 139M in the whole of calendar 2012. WDC +2.4%. LSI +1.2%. MRVL +0.8%. Seagate's recent rally seems to be tempering the market's enthusiasm. (PR) Comment! [Tech, Earnings, On the Move]
- Friday, November 16, 2012, 9:52 AM Marvell (MRVL -0.7%) can't catch a break. Shares were up strongly AH yesterday after the chipmaker beat FQ3 revenue estimates, but are down slightly after it used its earnings call to guide for FQ4 revenue of $700M-$740M and EPS of $0.11-$0.15, below a consensus of $747.2M and $0.17. Management claimed it's going through a "product transition" in its share-losing mobile baseband chip business, and predicted new chips supporting both TD-SCDMA and W-CDMA 3G networks would provide a lift. (FQ3 warning) Comment! [Tech, Earnings, On the Move]
- Thursday, November 15, 2012, 4:09 PM Marvell Technology Group (MRVL): Q3 EPS of $0.20 in-line. Revenue of $780.9M (-18% Y/Y) beats by $6M. Shares +2.6% AH. (PR) Comment! [Earnings, Tech, On the Move]
- Thursday, November 15, 2012, 12:10 AM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, ATW, DELL, DOLE, FMCN, GPS, INTU, MRVL, SHLD, SINA Comment! [Earnings]
- Wednesday, November 14, 2012, 5:35 PM Notable earnings after Thursday’s close: ADSK, AMAT, ARUN, ATW, DELL, DOLE, FMCN, GPS, INTU, MRVL, SHLD, SINA Comment! [Earnings]
- Tuesday, October 23, 2012, 9:14 AM Western Digital (WDC) -8.7% after issuing poor FQ2 guidance to go with its FQ1 report. CLSA is downgrading shares all the way to Underperform from Outperform, citing weak hard drive demand and a lack of catalysts. During its earnings call, WDC said it expected calendar Q4 industry hard drive shipments of 140M, in-line with a bleak Citi forecast and below a Seagate forecast of 150M-155M. Even after factoring in estimate cuts, shares are likely trading around 4x 2013 EPS exc. cash. STX -5%. Comment! [Tech, Earnings, On the Move]
- Monday, October 22, 2012, 5:33 PM Western Digital (WDC) -3.6% AH after guiding on its FQ1 call (webcast) for FQ2 revenue of $3.55B-$3.7B and EPS of $1.65-$1.85, below a consensus of $4.13B and $2.43. Seagate (STX) -4.5%. Expectations for hard drive shipments have been deteriorating as PC sales dive, but it looks as it they need to fall further still. Controller chip supplier Marvell (MRVL) warned last week. Seagate reports on Oct. 30. 4 Comments [Tech, Earnings, On the Move]
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The Wall Street Transcript
Marvell Technology Group Ltd.'s ($MRVL) Cash Flow Significantly Undervalued; Management Buys Back Stock- http://su.pr/6o8bh7 - View all 0 replies
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SKS1586: sprasad03: Congratulations for $QCOM Buy- per Ashraf's Article-http://seekingalpha.com/a/rfyp
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combatcorpsmanVN: $CF $185/sh may have bottomed. Prospects appear more to the upside after sliding approx $50/sh ($233).
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SKS1586: Robot2012: Thanks a million for distributing your priceless wisdom. You are 101% correct.
LATEST REPLIES
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combatcorpsmanVN: $CF $185/sh may have bottomed. Prospects appear more to the upside after sliding approx $50/sh ($233).
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SKS1586: sprasad03: Congratulations for $QCOM Buy- per Ashraf's Article-http://seekingalpha.com/a/rfyp
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SKS1586: Robot2012: Thanks a million for distributing your priceless wisdom. You are 101% correct.
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DaLatin: Posting for yearson SA warning to get assets outside US.Now with new IRS FATCA rules&Treasury rules it's crazy 2 move offshore.Buena suerte -
Robot2012: a good move... USA getting very scary--Gov is undermining the very things that made this country great...
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Robot2012: cool! me too! love the price action on this, came back down nicely into a good area...best of luck to you (and me).
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Robot2012: Earnings look great, conference call was great, up over 4.5% AH... Broke out to the upside & going much higher!!!
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Robot2012: First target 12 then a correction, then moving onto 15... It's simple folks, just draw an uptrend line... I still like the Mar 10 calls....
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Ashraf Eassa
$MRVL has only lost $500M or so in market cap against a $1.17B (minimum!) ruling. DO NOT TRY TO CATCH THIS KNIFE - View all 13 replies
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Sirvasq: Glad I went opposite you guys, the hour the verdict came in. Stock up 20%. You should follow George. http://bit.ly/KYYN6U
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trendsensor: How about if $MRVL appeals and gets a dismissal? Good chance of that? Bought little on ah @ 7.18 just in case we hear an appeal by $ MRVL
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Mark Hartner: Verdict just out. Marvell just lost the lawsuit to CMU to the tune of $1.2 Billion. That works out to about $2.25 per share. Ouch.
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SA Editor Samir Patel
$MRVL and $NVDA have both been floated around as potential buyout candidates due to their low ex-cash valuations. Who might buy, and why? - View all 3 replies
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SA Editor Samir Patel: And for the sake of balance, are there any factors that might preclude either company from being a takeover target?
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Ashraf Eassa
$MRVL's gotta be up because D. Einhorn added. Phew...I was worried that he may have sold out. Nope. Upped his stake again. - View all 3 replies
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Mark Hartner: Here is the link to Einhorn's 13f filings. Just compare the one filed 11-4 with the one filed 8-14 http://1.usa.gov/Uv5f4o
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Ashraf Eassa
$MRVL near book value - could be a nice time to start a position or add if you had planned to. - View all 18 replies
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Funkengruven: Ash, no apologies or defense necessary for sharing your homework...
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Charles Margolis: check their credit rating, choice hotels issued bonds to pay for theirs... seems doubtful though on semiconductor companies in slump. -
Ashraf Eassa: Yeah, it's not very likely. But these companies both have gigantic cash balances. $MRVL pays a divy, but $NVDA does not.