MRVLMarvell Technology

Technology · Semiconductors · Nasdaq

Marvell Technology, Inc., together with its consolidated subsidiaries (“Marvell,” “MTI,” the “Company,” “we,” or “us”) is a leading supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. 10-K, Item 1

Employees: 7,480
Headquarters: Wilmington, DE
CEO: Matthew J. Murphy
Next results: around Mar 4, 2027

Compare with peers → Embed

The biggest changes in the 10-K filed 2026-03-11, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.

Operating margin

-12.5% → 16.1% (+28.6 pts) Big change FY to 2026-01-31 vs 2025-02-01

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Gross margin

41.3% → 51.0% (+9.7 pts) Big change FY to 2026-01-31 vs 2025-02-01

“Cost of goods sold as a percentage of net revenue decreased for fiscal 2026 compared to fiscal 2025, which was primarily due to impairment charges of $357.9 million for acquired intangible assets, inventories, property and equipment, and other non-current assets associated with restructuring actions during fiscal 2025.”
Read it in the 10-K ↗

“The decrease in cost of goods sold as a percentage of net revenue was also due to better cost absorption driven by higher revenues, partially offset by a shift in product mix.”
Read it in the 10-K ↗

Revenue

+42.1% Big change FY to 2026-01-31 vs 2025-02-01

“Strong revenue growth from our data center market was driven by AI-related demand for our custom products and electro-optics portfolio.”
Read it in the 10-K ↗

“Sales from the communications and other end market also increased by 31%, which has continued to recover due to normalizing customer inventory levels and strong adoption of our products, partially offset by a decrease in sales from our automotive ethernet product portfolio due to the divestiture of our automotive ethernet business at the beginning of the third quarter of fiscal 2026.”
Read it in the 10-K ↗

Cash from operations

+4.1% FY to 2026-01-31 vs 2025-02-01

The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.

Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗

Work on MRVL in a spreadsheet: Excel workbook (a sheet per section, ten years by column, charts, links to the filings) · CSV. For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/MRVL/export.csv") into a cell.