Citable filing context
MRVL's research view summarizes recent SEC filing context, starting with dividend_change from Sep 25, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 25, 2026 | dividend_change | Marvell Technology declared a quarterly cash dividend of $0.06 per share, payable on October 29, 2026. |
| Aug 27, 2026 | earnings | Marvell reported Q2 fiscal 2027 net revenue of $2.739 billion, a 37% year-over-year increase. |
| Aug 19, 2026 | material_agreement | Marvell entered a commercial agreement with Google and issued Google a warrant to purchase up to 58,970,907 common shares. |
| Aug 27, 2026 | Guidance: eps_gaap | 0.48 to 0.58 |
| Aug 27, 2026 | Guidance: eps_non_gaap | 1.05 to 1.15 |
| Aug 27, 2026 | Guidance: gross_margin_gaap | 52.90 to 53.90 |
| Aug 28, 2026 | mda_quarterly | Marvell Technology reported Q2 fiscal 2027 net revenue of $2.74 billion, up 37% year-over-year, driven by a 46% surge in data center revenue from AI-driven demand across electro-optics, custom silicon, storage, and switching products. Communications and other end markets grew 10% amid inventory normalization, though gains were partially offset by the prior divestiture of the automotive ethernet business. Gross margin expanded to 53.1% due to favorable product mix and improved cost absorption. To bolster its next-generation AI infrastructure connectivity, Marvell acquired Celestial AI for its Photonic Fabric platform and XConn Technologies for PCIe and CXL switching silicon. Marvell also established a strategic AI infrastructure partnership with NVIDIA, backed by NVIDIA’s $2.0 billion investment in Marvell's Series A Convertible Preferred Stock. Balance sheet transactions included issuing $1.0 billion of 5.300% Senior Notes due 2036 and extinguishing $500.0 million in maturing 2026 notes. Total cash and cash equivalents increased to $3.9 billion, supporting six-month capital returns to stockholders comprising $400.0 million in share repurchases and $107.7 million in dividends. Primary risks include customer concentration, with a single distributor representing 44% of net revenue, critical reliance on TSMC for advanced node wafers, foreign trade restrictions involving China, and compliance with OECD Pillar Two global minimum tax regulations. |
| May 28, 2026 | mda_quarterly | During the quarter ended May 2, 2026, MRVL completed several significant equity-related transactions. The company acquired Celestial AI, Inc. on February 2, 2026, issuing 24,523,632 common shares, with potential for additional shares based on revenue milestones. Shortly after, on February 10, 2026, MRVL acquired XConn Technologies, issuing 2,263,077 common shares. Both acquisitions involved unregistered stock issuances. Furthermore, on March 31, 2026, MRVL sold 2,000,000 shares of Series A Convertible Preferred Stock to NVIDIA Corporation in a private placement. These preferred shares are initially convertible into a maximum of 21,778,000 common shares, representing a notable strategic investment. In terms of capital management, MRVL actively engaged in its stock repurchase program. The company repurchased 1.4 million common shares at an average price of $146.58 per share during the quarter. This activity follows a September 2025 board authorization that added $5.0 billion to the program, bringing the total repurchase authority to $9.7 billion. As of May 2, 2026, approximately $5.3 billion remained available under this ongoing program, which began in fiscal 2017. |
Source: SEC EDGAR filing text and events; period Sep 25, 2026; filed Sep 25, 2026.
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