secwatch.observer — SEC 8-K summary ====================================== Issuer: Marvell Technology, Inc. (MRVL) CIK: 0001835632 Form: 8-K Filed at: 2026-08-27T20:05:59+00:00 Accession: 0001835632-26-000022 Event type: earnings Sentiment: positive Materiality: 0.90 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Marvell posts record Q2 revenue $2.739B, up 37% YoY; raises FY27/28 outlook --------------------------------------------------------------------------- - Q2 net revenue $2.739B (record, +37% YoY); GAAP EPS $0.33, non-GAAP EPS $0.94. - Data Center revenue accelerated 46% YoY; AI bookings remain exceptionally robust per CEO. - Q3 guidance: revenue $3.15B ±5%, non-GAAP EPS $1.10 ±$0.05; raised FY27/28 revenue outlook. - GAAP gross margin 53.1%, non-GAAP 58.9%; operating cash flow $605.5M. - Investor Day scheduled Oct 6, 2026 to detail AI infrastructure strategy. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/0001835632-26-000022-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/mrvl-20260827.htm HTML page: https://secwatch.observer/filing/0001835632-26-000022 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer