Marvell to Host Webinar on the Future of Custom Silicon Technology for AI Infrastructure; Postpones Investor Day | MRVL Stock News

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May 06, 2025
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  • Marvell Technology (MRVL, Financial) has scheduled a webinar on custom silicon technology for AI infrastructure on June 17, 2025.
  • The company has postponed its Investor Day from June 10, 2025, to 2026 due to economic uncertainties.
  • Marvell reaffirmed Q1 2026 revenue guidance of approximately $1.875 billion, tightening the range from ±5% to ±2%.

Marvell Technology, Inc. (MRVL) has announced a focused webinar centered on the future of custom silicon technology for AI infrastructure. This event will be held on June 17, 2025, from 10:00 am to 12:00 pm Pacific Time. The webinar will highlight advancements in Marvell's technological platform, specifically for the next generation of AI infrastructure, and will align with the company's annual senior technical leadership conference. The event will include presentations on AI technology development, followed by a Q&A session for participants.

In a strategic decision, Marvell has postponed its initially planned Investor Day from June 10, 2025, to a future date in 2026, citing the current uncertain macroeconomic climate as the primary reason. This move indicates a cautious approach to long-term investor communications amid challenging economic conditions.

Despite these circumstances, Marvell has reaffirmed its revenue expectations for the first quarter of fiscal 2026. The company forecasts net revenue to be approximately $1.875 billion, tightening its guidance range from ±5% to ±2%. This adjustment reflects improved internal visibility into market demands and supply chain logistics, offering investors a clearer understanding of short-term performance expectations.

Marvell's upcoming webinar and the reaffirmed financial outlook underscore the company's commitment to advancing its custom AI silicon business, while the postponed Investor Day suggests a careful consideration of broader economic pressures. Investors can participate in the webinar through a live stream available on Marvell's Investor Relations website, with a replay accessible after the event.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.