Marvell Technology, Inc.
MRVL
Jodie read · what matters now
Revenue increased 27.6% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MRVL, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-28 against the comparable filing from 2025-05-30.
What improved
- Revenue increased 27.6% versus the comparable filing period.
What weakened
- Net income decreased 80.6% versus the comparable filing period.
- Net margin fell 8.0 percentage points.
- Operating cash flow was 18.52x net income; review non-cash and one-time items before treating this as recurring conversion.
Filing receipts
“Cost of Goods Sold and Gross Profit Three Months Ended May 2, 2026 May 3, 2025 % Change (in millions, except percentage) Cost of goods sold $ 1,157.0 $ 942.9 23% % of net revenue 47.9 % 49.7 % Gross profit $ 1,260.8 $ 952.4 32% % of net revenue 52.1 % 50.3 % Cost of goods sold as a percentage of net revenue decreased for the three months ended May 2, 2026 compared to the three months ended May 3, 2025, which was primarily due to better cost absorption driven by higher revenues, partially offset by a shift in product mix.”
“For the three months ended May 3, 2025, net cash used in investing activities of $94.1 million was primarily driven by purchases of property and equipment of $118.8 million, partially offset by proceeds from sales of property and equipment of $25.9 million.”
“This was primarily due to a 27% increase in sales from the data center end market which benefited from strong AI-related demand.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MRVL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 33 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MRVL is currently a Early Follower in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.