#Gate股票观点挑战 +
$MRVL MRVL Earnings Preview
Earnings will be released after market close tonight. Three key points:
1. Likely to meet expectations, but a "routine beat" will not be enough
Consensus expectations: revenue of $2.71 billion (+35%) and EPS of $0.93 (+39%), almost exactly in line with the midpoint of the company's guidance, so meeting them is not in doubt.
The real test: whether Q3 guidance can exceed $3 billion and whether the full-year outlook will be raised. Options imply ±10% volatility.
2. Most of the Google tailwind is already priced in
The substance of the partnership: