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.
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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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.
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. […]
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 […]
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.
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.
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.
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.
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.