Marvell Technology, Inc. (NASDAQ:MRVL) Q4 2024 Earnings Call Transcript

It’s become much larger of an opportunity than we thought a few years ago, but it’s a market we clearly chose to invest in. We’re expecting a lot of growth in the coming year in our data center business. We’re very excited about that. And some of these programs as I indicated, they’re just getting started, and some of them are ramping in the second half. Some of them are starting to ramp now, but it really gives us a great setup for our fiscal ’26. And kind of final couple of comments. I get a lot of thought about — and we did a lot of work with our customers over the break this past December. And early January, I did a fireside chat with Harlan at JPM, and there was a lot of excitement after that call because we had gained confidence at that point about some of the production ramps.

I would say just a couple of months later now sitting here on this call, our confidence in our growth this year and the robustness of these programs has only gotten stronger and only increased. So we’re very excited about where the company is positioned. I appreciate everybody’s support and interest in Marvell. And I look forward to seeing everybody at the AI Day. Team is working extremely hard, and they will not disappoint. So thanks, everybody. We’ll see you soon. Bye.

Operator: Thank you for attending today’s presentation. You may now disconnect.