About Us

Laser Focus World is an industry bedrock—first published in 1965 and still going strong. We publish original articles about cutting-edge advances in lasers, optics, photonics, sensors, and quantum technologies, as well as test and measurement, and the shift currently underway to usher in the photonic integrated circuits, optical interconnects, and copackaged electronics and photonics to deliver the speed and efficiency essential for data centers of the future.

Our 80,000 qualified print subscribers—and 130,000 12-month engaged online audience—trust us to dive in and provide original journalism you won’t find elsewhere covering key emerging areas such as laser-driven inertial confinement fusion, lasers in space, integrated photonics, chipscale lasers, LiDAR, metasurfaces, high-energy laser weaponry, photonic crystals, and quantum computing/sensors/communications. We cover the innovations driving these markets.

Laser Focus World is part of Endeavor Business Media, a division of EndeavorB2B.

Laser Focus World Membership

Never miss any articles, videos, podcasts, or webinars by signing up for membership access to Laser Focus World online. You can manage your preferences all in one place—and provide our editorial team with your valued feedback.

Magazine Subscription

Can you subscribe to receive our print issue for free? Yes, you sure can!

Newsletter Subscription

A Laser Focus World newsletter subscription is free to qualified professionals:

The Daily Beam

Showcases the newest content from Laser Focus World, including photonics- and optics-based applications, components, research, and trends. (Daily)

Product Watch

The latest in products within the photonics industry. (9x per year)

Bio & Life Sciences Product Watch

The latest in products within the biophotonics industry. (4x per year)

Laser Processing Product Watch

The latest in products within the laser processing industry. (3x per year)

Get Published!

If you’d like to write an article for us, reach out with a short pitch to Sally Cole Johnson: [email protected]. We love to hear from you.

Photonics Hot List

Laser Focus World produces a video newscast that gives a peek into what’s happening in the world of photonics.

Following the Photons: A Photonics Podcast

Following the Photons: A Photonics Podcast dives deep into the fascinating world of photonics. Our weekly episodes feature interviews and discussions with industry and research experts, providing valuable perspectives on the issues, technologies, and trends shaping the photonics community.

Social Media

Bluesky • Facebook • Instagram • LinkedIn • YouTube

Meet the Laser Focus World Team

Editorial

Sales

Editorial Advisory Board

  • Professor Andrea M. Armani, University of Southern California
  • Ruti Ben-Shlomi, Ph.D., LightSolver
  • James Butler, Ph.D., Hamamatsu
  • Natalie Fardian-Melamed, Ph.D., Columbia University
  • Justin Sigley, Ph.D., AmeriCOM
  • Professor Birgit Stiller, Max Planck Institute for the Science of Light, and Leibniz University of Hannover
  • Professor Stephen Sweeney, University of Glasgow
  • Mohan Wang, Ph.D., University of Oxford
  • Professor Xuchen Wang, Harbin Engineering University
  • Professor Stefan Witte, Delft University of Technology
My Watchlist
Indicators
Industrial Laser Index
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries

The Top 5 Analyst Questions From Marvell Technology’s Q2 Earnings Call

By: StockStory

MRVL Cover Image

Marvell Technology's second quarter results were met with a negative market reaction, reflecting concerns about the company's near-term growth trajectory. While management highlighted robust year-over-year revenue growth, driven primarily by continued AI demand in the data center segment and a rebound in enterprise networking, investors focused on the challenges ahead. CEO Matthew Murphy noted, “Our data center end market continued its strong momentum, growing 69% year-over-year, fueled by robust AI demand.” However, management also pointed to the lumpiness in custom silicon revenue and a non-linear growth pattern, signaling some near-term volatility in the business mix.

Is now the time to buy MRVL? Find out in our full research report (it’s free).

Marvell Technology (MRVL) Q2 CY2025 Highlights:

  • Revenue: $2.01 billion vs analyst estimates of $2.01 billion (57.6% year-on-year growth, in line)
  • Adjusted EPS: $0.67 vs analyst estimates of $0.67 (in line)
  • Adjusted EBITDA: $782.9 million vs analyst estimates of $784 million (39% margin, in line)
  • Revenue Guidance for Q3 CY2025 is $2.06 billion at the midpoint, below analyst estimates of $2.1 billion
  • Adjusted EPS guidance for Q3 CY2025 is $0.74 at the midpoint, above analyst estimates of $0.72
  • Operating Margin: 14.5%, up from -7.9% in the same quarter last year
  • Inventory Days Outstanding: 96, down from 103 in the previous quarter
  • Market Capitalization: $53.72 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Marvell Technology’s Q2 Earnings Call

  • Ross Clark Seymore (Deutsche Bank) asked about the drivers of near-term lumpiness in custom silicon revenue. CEO Matthew Murphy explained this was due to hyperscale customer build cycles and timing of product ramps, indicating a stronger fourth quarter ahead.
  • Jeremy Lobyen Kwan (Stifel) inquired about the split between new and existing custom product revenue. President and COO Chris Koopmans emphasized that recent design wins are substantial, with several new programs expected to contribute billions in lifetime revenue.
  • Aaron Christopher Rakers (Wells Fargo) questioned customer concentration and diversification in custom silicon. Murphy acknowledged initial revenue was concentrated, but stated that new design wins will expand the base over the next 18–24 months.
  • James Edward Schneider (Goldman Sachs) asked about capital allocation after the automotive divestiture. Murphy and CFO Willem Meintjes explained proceeds would be used for buybacks and selective technology investments, aligning with the company's AI-first focus.
  • Harlan L. Sur (JPMorgan) pressed for updates on 3-nanometer XPU programs amid competitive noise. Murphy declined to discuss specifics, citing sensitivity, but reiterated confidence in execution and continued design win momentum.

Catalysts in Upcoming Quarters

In the coming quarters, our team will monitor (1) the timing and scale of custom silicon program ramps, (2) the revenue impact from next-generation optical and switching solutions, and (3) the pace of enterprise networking and carrier infrastructure recovery. How Marvell manages supply chain coordination and the allocation of capital from the recent divestiture will also be important for tracking execution against its AI and data center strategy.

Marvell Technology currently trades at $62.28, down from $77.29 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it’s free).

High-Quality Stocks for All Market Conditions

When Trump unveiled his aggressive tariff plan in April 2025, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that’s already erased most losses.

Don’t let fear keep you from great opportunities and take a look at Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025).

Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

More News

View More
PayPal Stock: Why Wall Street May Be Undervaluing This Giant
Via MarketBeat
Topics Economy
Tickers PYPL
Why Vertical Aerospace Could Lead the eVTOL Market by 2028
Via MarketBeat
Tickers EVTL VTOL
Is Draganfly's Army Partnership a Game-Changer for Investors?
Via MarketBeat
Tickers DPRO
3 Auto Stocks to Watch as EV and Hybrid Demand Shifts
Via MarketBeat
Topics Economy Stocks World Trade
Tickers F GM TSLA
4 Stocks Set to Benefit From the PDT Rule Change
Via MarketBeat
Topics Regulatory Compliance
Tickers HOOD IBKR SCHW TSLA
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.