ARM vs. Marvell Technology: What Revenue Trends for These Artificial Intelligence Companies Tell Investors

ARM: An Uneven but Upward Revenue Trajectory

ARM (NASDAQ:ARM) primarily generates its operating revenue by conceptualizing, engineering, and licensing core computing processing unit designs, graphics processing units, and complementary system intellectual property solutions for various semiconductor manufacturers and original equipment manufacturers operating across multiple global industries.

It collaborated with several partner organizations to develop a capability framework tailored specifically for autonomous systems, and it recently hosted a developer event in California to actively support newly emerging computing architectures across the broader technology landscape.

Marvell Technology: Consistent Quarter-Over-Quarter Revenue Growth

Marvell Technology (NASDAQ:MRVL) primarily generates its revenue by designing and providing data infrastructure semiconductor solutions, integrated analog circuits, storage controllers, and specialized ethernet processors that span from the centralized data center core directly out to the broader network edge.

It officially announced plans to expand its technical engineering workforce and physical facility operations located in India over the next three years, while it also expanded a multi-year manufacturing agreement to increase its overall optical connectivity production capacity.

Why Revenue Matters for Investors

Revenue measures a company's ability to generate baseline sales before accounting for expenses. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.

Quarterly Revenue for ARM and Marvell Technology

$844.0 million (quarter ended Sept. 30, 2024)

$1.5 billion (quarter ended Nov. 2, 2024)

$983.0 million (quarter ended Dec. 31, 2024)

$1.8 billion (quarter ended Jan. 31, 2025)

$1.2 billion (quarter ended March 31, 2025)

$1.9 billion (quarter ended May 3, 2025)

$1.1 billion (quarter ended June 30, 2025)

$2.0 billion (quarter ended Aug. 2, 2025)

$1.1 billion (quarter ended Sept. 30, 2025)

$2.1 billion (quarter ended Nov. 1, 2025)

$1.2 billion (quarter ended Dec. 31, 2025)