Marvell is sitting on an incredibly ‘sticky’ business that could help it unlock a $30 billion opportunity
Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.
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# Marvell's High-Margin Opportunity Marvell Technology has an underappreciated revenue stream in supporting components and optical networking that could unlock a $30 billion market opportunity beyond its core custom chip business, according to analyst commentary. This "sticky" recurring revenue segment, which benefits from high switching costs and margin potential, represents a significant growth driver that the market may be undervaluing in Marvell's stock price.
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