Marvell Technology Inc (NAS:MRVL)
$ 73.14 1.32 (1.84%) Market Cap: 63.31 Bil Enterprise Value: 66.84 Bil PE Ratio: 0 PB Ratio: 4.37 GF Score: 83/100
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Marvell Technology Inc at Deutsche Bank Technology Conference Transcript

Sep 01, 2022 / 06:45PM GMT
Release Date Price: $45.97 (-1.82%)
Ross Clark Seymore
Deutsche Bank AG, Research Division - MD

All right. Good. I guess it's still good morning out here in Las Vegas. Good afternoon to everybody else. We'll kick it off with the next company here up on stage with me from Marvell. We have Ashish Saran, who is the Senior Vice President of Investor Relations. I didn't want to miss the S and the VP side of things. So Ashish, thank you for coming and visiting us in Vegas. You guys just reported very, very recently and gave the third quarter guide.

There was definitely some moving parts on the supply-demand side of things, more on the supply side in your instance.

Questions & Answers

Ross Clark Seymore
Deutsche Bank AG, Research Division - MD

But the biggest question I've received post earnings is on your data center segment. It was about flat in the second quarter. People expected a little bit of growth in the third quarter, but you guys guided it down mid-single digit percent. So talk a little bit about the supply versus the demand side and then we'll go into the cloud versus

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