secwatch.observer — SEC 8-K summary ====================================== Issuer: Marvell Technology, Inc. (MRVL) CIK: 0001835632 Form: 8-K Filed at: 2026-05-27T20:06:07+00:00 Accession: 0001835632-26-000014 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Marvell Q1 revenue record $2.418B (+28% YoY); Q2 guide $2.7B; raises FY outlook ------------------------------------------------------------------------------- - Q1 GAAP EPS $0.04, non-GAAP EPS $0.80; revenue beat midpoint by $18M. - Record operating cash flow $638.8M; GAAP gross margin 52.1%, non-GAAP 58.9%. - Q2 revenue guidance $2.7B (+35% YoY), non-GAAP EPS $0.93; FY outlook raised significantly. - CEO cites exceptional AI bookings across optics, switches, XPU solutions; momentum accelerating. - Completed acquisitions of Celestial AI and XConn in Feb 2026; results consolidated. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000014/0001835632-26-000014-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000014/mrvl-20260527.htm HTML page: https://secwatch.observer/filing/0001835632-26-000014 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer