[Velar Technology 2027 FY Q2 Results] One chart to understand: Revenue US$2.739 billion; data center revenue US$2.172 billion; Q3 guidance US$3.150 billion
$MRVL The focus of this quarter isn’t just revenue growth of 37%. It’s also that the data center revenue share has risen to 79%, and the Q3 guidance has continued to step up—while revenue realization of AI demand is accelerating. But the more growth is concentrated in data centers, the higher the requirements will be for order continuity and gross margin in the future.
Follow me—I'll keep updating one-chart breakdowns of key earnings reports for companies listed in Hong Kong and the U.S.
#迈威尔科技 #MRVL #美股财报季来袭 #AI基础设施 #半导体
$MRVL The focus of this quarter isn’t just revenue growth of 37%. It’s also that the data center revenue share has risen to 79%, and the Q3 guidance has continued to step up—while revenue realization of AI demand is accelerating. But the more growth is concentrated in data centers, the higher the requirements will be for order continuity and gross margin in the future.
Follow me—I'll keep updating one-chart breakdowns of key earnings reports for companies listed in Hong Kong and the U.S.
#迈威尔科技 #MRVL #美股财报季来袭 #AI基础设施 #半导体
