MRVL News
5 R40 articles on Marvell Technology, Inc. (MRVL), the latest published Sep 9, 2026.
R40 Coverage
Amazon Pays $4.03 Billion to Exercise. Our Model Sits 25% Under Qualcomm's $5 Billion Target.
Qualcomm gave Amazon 25m warrant shares at $161.26. The $4.03B is what Amazon pays in; 85% is unvested; our base case sits $1.2B under the $5B target.
MRVL Q2 FY2027 reported earnings analysis
Marvell guided October to $3.150B and raised two fiscal years in one call — then fell 5.7% after hours on a GAAP miss and a communications half guided down.
Marvell Q2: The Next $3B Matters More
Marvell reports 27 August with consensus at guidance midpoint: $2.71B and $0.93. The open question is whether Q3 clears roughly $3B as custom AI silicon ramps.
Google's $12.2B Marvell Warrant Vests Against $120B of Revenue—Not Equity Value.
Marvell's Google warrant covers 58.97M shares, but only 1.36M vest on time. The rest need one $500M revenue tranche each — $120B total, against an $11.5B guide.
Marvell Q1 FY2027: Record Revenue on Custom AI Silicon, Nvidia Calls It a Future Trillion-Dollar Company
Marvell posted record fiscal Q1 2027 revenue of $2.42 billion (+28% YoY) on surging custom AI XPU demand, beat on non-GAAP EPS, guided Q2 higher, and expanded its Nvidia collaboration on custom silicon and optics. We break down how Marvell fits alongside Broadcom in the custom-ASIC side of the AI capex story.