Cavium Inc

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    Earnings Report

    Why Brocade Shares Rose in November 2016

    On November 2, Broadcom announced that it will acquire Brocade for $5.9 billion, including a cash transaction of $5.5 billion and $0.4 billion of net debt.

    By Adam Rogers
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    Company & Industry Overviews

    A Look at Marvell’s Cash and Debt Position

    Marvell Technology (MRVL) improved its profitability significantly in the last year by cutting costs and refocusing its research and development efforts on high-margin, high-growth markets.

    By Puja Tayal
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    Company & Industry Overviews

    What’s Driving Marvell’s Revenue Growth in Fiscal 2018?

    So far in this series, we’ve seen that the semiconductor industry is consolidating to expand in the emerging IoT (Internet-of-Things) and cloud computing markets.

    By Puja Tayal
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    Company & Industry Overviews

    Acquisition Offers Show Semiconductor Companies’ True Value

    The semiconductor industry is in the midst of a consolidation wave that started in 2015 when the volume of deals reached its highest level.

    By Puja Tayal
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    Company & Industry Overviews

    Why the Cavium Deal Is Important for Marvell’s Shareholders

    The Cavium (CAVM) acquisition could lead to several synergies and boost long-term growth for Marvell Technology (MRVL). This acquisition is very important for Marvell.

    By Puja Tayal
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    Company & Industry Overviews

    The Revenue Structure of the Combined Marvell-Cavium

    The acquisition of Cavium (CAVM) by Marvell Technology (MRVL) would mean several revenue and cost synergies and also change the combined company’s revenue structure.

    By Puja Tayal
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    Tech & Comm Services

    Potential Synergies of the Marvell-Cavium Deal

    Marvell Technology (MRVL) is acquiring Cavium (CAVM) to expand in the data center and networking space. The combined company’s complementary portfolio would mean several costs.

    By Puja Tayal
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    Tech & Comm Services

    The Reason for Marvell’s Acquisition of Cavium

    The semiconductor industry continues to see consolidation as the world witnesses the fourth technology shift toward the IoT (Internet-of-Things) and AI (artificial intelligence).

    By Puja Tayal
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    Company & Industry Overviews

    Why Marvell Technology Agreed to Acquire Cavium

    Chipmaker Marvell (MRVL) has planned to acquire its rival Cavium (CAVM) in a deal valued at about $6 billion—for $40 per share and 2.1757 of its common shares for each Cavium share.

    By Sophia Nicholson
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    Tech & Comm Services

    The State of the Broadcom–Brocade Merger

    Broadcom’s $5.9 billion acquisition of Brocade Communications Systems (BRCD), which it announced in November 2016, is facing regulatory scrutiny.

    By Puja Tayal
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    Miscellaneous

    Cisco’s Top 10 Suppliers: The Impact of May’s Earnings

    Amid the market sell-off from the latest Trump fiasco—this time his possible obstruction of justice—Cisco reports tonight after the markets close.

    By Adam Rogers
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    Company & Industry Overviews

    Why Microsoft’s Partnership with Qualcomm Is Worth Mentioning

    The Centriq 2400 processor is manufactured using the 10-nanometer process, which made it possible for Qualcomm to pack 48 processor cores into the chip.

    By Anne Shields
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    Company & Industry Overviews

    What Could Drive Broadcom’s 1Q17 Enterprise Storage Revenue

    Broadcom’s enterprise storage segment In the previous part of this series, we saw that Broadcom (AVGO) is likely to witness seasonal weakness in its wireless revenue. This decline is likely to be offset by flat revenue from its wired segment and strong growth from its enterprise storage segment, which accounts for 14% of the company’s revenue. […]

    By Puja Tayal
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    Miscellaneous

    What Broadcom Aims to Achieve from the Brocade Acquisition

    Broadcom’s acquisition strategy Broadcom (AVGO) has significantly increased its scale and almost doubled its revenue by adding seven businesses to its existing portfolio of 12 businesses. It is now acquiring Brocade Communications Systems (BRCD), as it has few competitors, stable revenue, high gross margins, similar end markets, and complementary products. The company has already secured […]

    By Puja Tayal
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    Miscellaneous

    What’s the Strategy behind Broadcom’s Brocade Acquisition?

    Broadcom is acquiring Brocade in order to benefit from the latter’s strong cash flow. This raises the question of why Brocade agreed to be acquired if its business was profitable.

    By Puja Tayal
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    Company & Industry Overviews

    Marvell Technology Rises 11% on Starboard Value’s Support

    Marvell’s stock fell sharply last year as Glancy Prongay & Murray (or GPM) announced its investigation of potential claims on behalf of Marvell’s investors.

    By Adam Rogers
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    Company & Industry Overviews

    Shares of Apple Suppliers Fell after Revised Analyst Forecasts

    Shares of Apple supplier Skyworks Solutions (SWKS) fell 3.6% on December 14, 2015, after three investment banks lowered Apple’s iPhone estimates.

    By Adam Rogers
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    Earnings Report

    How Did Marvell Technology Group Compare to Its Peers?

    The SPDR S&P Semiconductor ETF (XSD) invests 2.1% of its holdings in Marvell Technology Group. The ETF tracks an equal-weighted index of semiconductor stocks.

    By Gabriel Kane
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    Fund Managers

    Apple Suppliers like Skyworks Solutions See Share Price Dip

    The stock price of Skyworks has declined by 5.60% in the last week of June. The last traded price of the firm on June 30, 2015, was $104.10.

    By Adam Rogers
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