{
  "url": "https://struct.news/briefs/marvells-ai-boom-is-widening-margins-but-it-is-also-absorbing-more-capital",
  "title": "Marvell's AI boom is widening margins, but it is also absorbing more capital",
  "summary": "Accounts receivable rose 53% in six months, faster than revenue, as Marvell spent $1.6 billion on acquisitions and equipment.",
  "published_at": "2026-08-28T20:12:15.928408+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Marvell Technology, Inc.",
    "ticker": "MRVL",
    "cik": "1835632",
    "sector": "Technology",
    "industry": "Semiconductors"
  },
  "source_filing": {
    "form": "10-Q",
    "filed": "2026-08-28",
    "accession": "0001835632-26-000025",
    "url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm"
  },
  "comparison_filing": {
    "form": "10-Q",
    "filed": "2025-08-29",
    "url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563225000189/mrvl-20250802.htm"
  },
  "reported_figures": [
    {
      "group": "Marvell's latest annual operating profile",
      "label": "Revenue",
      "value": 8194600000,
      "display": "$8.2B",
      "unit": "usd",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "sec_filing",
        "label": "Filed company results",
        "form": "10-Q",
        "accession": "0001835632-26-000025",
        "filing_date": "2026-08-28"
      }
    },
    {
      "group": "Marvell's latest annual operating profile",
      "label": "Revenue YoY",
      "value": 42.08728521145078,
      "display": "+42.1%",
      "unit": "percent",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001835632-26-000025",
        "filing_date": "2026-08-28"
      }
    },
    {
      "group": "Marvell's latest annual operating profile",
      "label": "Gross margin",
      "value": 51.017743391989846,
      "display": "+51.0%",
      "unit": "percent",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001835632-26-000025",
        "filing_date": "2026-08-28"
      }
    },
    {
      "group": "Marvell's latest annual operating profile",
      "label": "Operating margin",
      "value": 16.143557952798187,
      "display": "+16.1%",
      "unit": "percent",
      "period": "2026-01-31",
      "detail": null,
      "source": {
        "kind": "jodie_calculation",
        "label": "Calculated from filed company results",
        "form": "10-Q",
        "accession": "0001835632-26-000025",
        "filing_date": "2026-08-28"
      }
    }
  ],
  "watch_next": [
    {
      "type": "demand",
      "statement": "Data-center sales rose on strong AI-related demand, making that end market the clearest current revenue driver.",
      "importance": "medium",
      "evidence": "This was primarily due to a 37% increase in sales from the data center end market which benefited from strong AI-related demand.",
      "source_date": "2026-08-28"
    }
  ],
  "related_tickers": [
    "MRVL"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}