Wintel Strikes Again: Microsoft Enters The 5G Network Market [Seeking Alpha]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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Source: Seeking Alpha
SummaryMicrosoft has acquired Affirmed Networks for $1.3 billion, a move into the 5G network space.Microsoft currently has its Azure cloud infrastructure. Affirmed Networks specializes in software for cloud-based (5G) networks.The future of the network becomes unequivocally software-defined. Microsoft now has a complete software and cloud package for the network.From the hardware side, this benefits Intel, who sells the chips. This may result in a Wintel-style synergy of Affirmed+Intel.Investment Thesis5G is one of this decade’s next technology battlegrounds, from modem chips for phones and other devices, to the silicon powering the underlying 5G network infrastructure.While SoC designers such as Qualcomm (QCOMXLNXThis provides opportunities both on the hardware and software sides. Intel (INTClaunched its 5G silicon assaultMSFTMore specifically, Microsoft has acquired Affirmed Networks, which provides software-defined mobile networks to telcos. This means Microsoft has entered a new m
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MRVL
News
- SA analyst upgrades/downgrades: TLRY, MRVL, QBTS, OKTA [Seeking Alpha]Seeking Alpha
- Marvell Technology (MRVL) Rose Following Management's Reassurance on Data Center Revenue Growth [Yahoo! Finance]Yahoo! Finance
- Marvell Is Still Mispriced. Buy Before Wall Street Wakes Up [Seeking Alpha]Seeking Alpha
- 2 underappreciated AI chip stocks that can compete with Nvidia [Yahoo! Finance]Yahoo! Finance
- Marvell Technology (MRVL): Reassessing Valuation After Earnings Rebound and Azure Cloud Security Expansion [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 12/2/25 - Beat
MRVL
Sec Filings
- 12/3/25 - Form 10-Q
- 12/2/25 - Form 8-K
- 12/2/25 - Form 8-K
- MRVL's page on the SEC website