Marvell Technology Inc (FRA:9MW)
€ 78.35 -0.31 (-0.4%) Market Cap: 67.22 Bil Enterprise Value: 70.50 Bil PE Ratio: 0 PB Ratio: 5.15 GF Score: 81/100

Marvell Technology Inc at Citi Global Technology Conference Transcript

Sep 07, 2022 / 03:15PM GMT
Release Date Price: €44.94 (-1.53%)
Atif Malik;Citi Investment Research

My name is Atif Malik. I cover U.S. semiconductors and semiconductor equipment stocks here at Citi. It's my pleasure to welcome Matt Murphy, President and CEO; and Ashish Saran, your friendly neighborhood IR from Marvell.

Questions & Answers

Atif Malik;Citi Investment Research

Matthew, we're just talking about, for the fireside chat, the last time you were at Citi Conference was back in 2016. I clearly remember hosting you and Rick Hill on the stage. At that time, you were taking over what I would call Marvell 1.0. It was a storage embedded WiFi-rented company. Fast-forwarded today, you've done a great job in transforming the company from a consumer-oriented storage to a data-centric infrastructure. Story on the way, you've added 2 significant chapters through acquisitions of Cavium and Inphi.

The question I think most investors have right now is what's most exciting to you right now? If you fast forward 3 to 5 years, what will Marvell look like? Particularly at some point in time, the

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