Hollsteen

Marvell

Dependency

Two customers: 51% of revenue

51%37% + 14%, FY2026
●51% of revenue◆13F · Jun 30, 2026■Revenue FY2026CUSTOMERS ●Customer A (not named in the filing)Customer A37%Customer B (not named in the filing)Customer B14%HOLDINGS ◆396,352 shares (13F, as of Jun 30, 2026) / 876,900,000 outstanding common shares (cover page 10-Q 0001835632-26-000025, as of Aug 21, 2026) = 0.0452%Amazon (holds)0045%aREGIONS ■China36%SUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetMarvell$8.2B · FY2026
Marvell$8.2B · FY2026

Customers

Customer A37%
Customer B14%

Holdings

Amazon (holds)0045%a

Regions

China36%

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding (13F, share a) · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

4 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote82%FY2026 (per quote)0.9–
holds a stake in usAmazon0045%aJun 30, 20261.0no
names (role not stated)Cisco–Jan 31, 20260.6no
names us (role not stated)Fortinet–Dec 31, 20250.6no
Region (share)China36.2%a12 months to Jan 31, 20261.0–
Region (share)Other Countries29.2%a12 months to Jan 31, 20261.0–
Region (share)Taiwan20.2%a12 months to Jan 31, 20261.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (2 related-party statements in the 10-K filed Mar 11, 2026, none referring to them).

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 6 competitor mentions not counted as dependencies.

Revenue

Revenue FY2026: +42.1% vs. FY2025

$8.2BFY2026
Revenue · FY2016: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2017: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2018: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2019: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2020: $2.7B · 10-K 0001835632-22-000016 filed Mar 10, 2022Revenue · FY2021: $3.0B · 10-K 0001835632-22-000016 filed Mar 10, 2022Revenue · FY2022: $4.5B · 10-K 0001835632-23-000013 filed Mar 9, 2023Revenue · FY2023: $5.9B · 10-K 0001835632-23-000013 filed Mar 9, 2023Revenue · FY2024: $5.5B · 10-K 0001835632-24-000009 filed Mar 13, 2024Revenue · FY2025: $5.8B · 10-K 0001835632-25-000057 filed Mar 12, 2025Revenue · FY2026: $8.2B · 10-K 0001835632-26-000011 filed Mar 11, 2026missing8.22.7FY2016FY2026FY2021
Revenue · FY2021: $3.0B · 10-K 0001835632-22-000016 filed Mar 10, 2022Revenue · FY2022: $4.5B · 10-K 0001835632-23-000013 filed Mar 9, 2023Revenue · FY2023: $5.9B · 10-K 0001835632-23-000013 filed Mar 9, 2023Revenue · FY2024: $5.5B · 10-K 0001835632-24-000009 filed Mar 13, 2024Revenue · FY2025: $5.8B · 10-K 0001835632-25-000057 filed Mar 12, 2025Revenue · FY2026: $8.2B · 10-K 0001835632-26-000011 filed Mar 11, 20268.23.0FY2021FY2026FY2024

$B per fiscal year. No segment mix chart: Only 1 consecutive fiscal years. FY2016: Segment/product 'mrvl:AutomotiveAndIndustrialMember' is reported in the SEC XBRL data only for FY2020–FY2025 (segment structure changed). FY2017: Segment/product 'mrvl:AutomotiveAndIndustrialMember' is reported in the SEC XBRL data only for FY2020–FY2025 (segment structure changed). FY2018: Segment/product 'mrvl:AutomotiveAndIndustrialMember' is reported in the SEC XBRL data only for FY2020–FY2025 (segment structure changed).

Debt

Total debt FY2026: +22.3% vs. FY2025

$5.0BaInterest expense $203M (FY2026)
Total debt FY2016: not reportedTotal debt FY2017: not reportedTotal debt FY2018: not reportedTotal debt FY2019: not reportedTotal debt FY2020: not reportedTotal debt FY2021: $1.4B – Total debt = short-term Kredite/CP $200M (us-gaap:ShortTermBorrowings, 10-K 0001835632-22-000016) + current portion of long-term debt $200M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-22-000016) + long-term debt $993M (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-22-000016) = $1.4BTotal debt FY2022: $4.6B – Total debt = short-term Kredite/CP $63.0M (us-gaap:ShortTermBorrowings, 10-K 0001835632-23-000013) + current portion of long-term debt $63.0M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-23-000013) + long-term debt $4.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-23-000013) = $4.6BTotal debt FY2023: $5.1B – Total debt = short-term Kredite/CP $584M (us-gaap:ShortTermBorrowings, 10-K 0001835632-23-000013) + current portion of long-term debt $584M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-23-000013) + long-term debt $3.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-23-000013) = $5.1BTotal debt FY2024: $4.2B – Total debt = short-term Kredite/CP $107M (us-gaap:ShortTermBorrowings, 10-K 0001835632-24-000009) + long-term debt $4.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-24-000009) = $4.2BTotal debt FY2025: $4.1B – Total debt = short-term Kredite/CP $130M (us-gaap:ShortTermBorrowings, 10-K 0001835632-25-000057) + long-term debt $3.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-25-000057) = $4.1BTotal debt FY2026: $5.0B – Total debt = short-term Kredite/CP $500M (us-gaap:ShortTermBorrowings, 10-K 0001835632-26-000011) + current portion of long-term debt $500M (us-gaap:LongTermDebtCurrent, 10-Q 0001835632-26-000019) + long-term debt $4.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-26-000011) = $5.0Bnot reported4,970a1,392a5,076aFY2016FY2026FY2021
Total debt FY2021: $1.4B – Total debt = short-term Kredite/CP $200M (us-gaap:ShortTermBorrowings, 10-K 0001835632-22-000016) + current portion of long-term debt $200M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-22-000016) + long-term debt $993M (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-22-000016) = $1.4BTotal debt FY2022: $4.6B – Total debt = short-term Kredite/CP $63.0M (us-gaap:ShortTermBorrowings, 10-K 0001835632-23-000013) + current portion of long-term debt $63.0M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-23-000013) + long-term debt $4.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-23-000013) = $4.6BTotal debt FY2023: $5.1B – Total debt = short-term Kredite/CP $584M (us-gaap:ShortTermBorrowings, 10-K 0001835632-23-000013) + current portion of long-term debt $584M (us-gaap:LongTermDebtCurrent, 10-K 0001835632-23-000013) + long-term debt $3.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-23-000013) = $5.1BTotal debt FY2024: $4.2B – Total debt = short-term Kredite/CP $107M (us-gaap:ShortTermBorrowings, 10-K 0001835632-24-000009) + long-term debt $4.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-24-000009) = $4.2BTotal debt FY2025: $4.1B – Total debt = short-term Kredite/CP $130M (us-gaap:ShortTermBorrowings, 10-K 0001835632-25-000057) + long-term debt $3.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-25-000057) = $4.1BTotal debt FY2026: $5.0B – Total debt = short-term Kredite/CP $500M (us-gaap:ShortTermBorrowings, 10-K 0001835632-26-000011) + current portion of long-term debt $500M (us-gaap:LongTermDebtCurrent, 10-Q 0001835632-26-000019) + long-term debt $4.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-26-000011) = $5.0B4,970a1,392a5,076aFY2021FY2026FY2024

$M per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources). Not reported: FY2016, FY2017, FY2018, FY2019, FY2020.

All metrics →
Sources (17)

Dependency

  • Customers · Largest customer 10-K, filed Mar 11, 2026 0001835632-26-000011
  • Customers · Second-largest customer 10-K, filed Mar 11, 2026 0001835632-26-000011
  • Regions · Largest market: China 10-K, filed Mar 11, 2026 0001835632-26-000011
  • Holdings · Amazon → Marvell (Aktienposition (13F)) 13F-HR, filed Aug 6, 2026 0001104659-26-092052
    396,352 shares (13F, as of Jun 30, 2026) / 876,900,000 outstanding common shares (cover page 10-Q 0001835632-26-000025, as of Aug 21, 2026) = 0.0452%

Relationships (quotes)

  • Customer (share) Customer(s) per quote 10-K, filed Mar 11, 2026 0001835632-26-000011
    “In addition, net revenue from our ten (10) largest customers, inclusive of our distributor and direct customers, represented 82% of our total net revenue for fiscal 2026.”
  • holds a stake in us Amazon 13F-HR, filed Aug 6, 2026 0001104659-26-092052
    “13F-Informationstabelle: nameOfIssuer=MARVELL TECHNOLOGY INC, CUSIP 573874104, titleOfClass=COM, 1 row(n) summiert” · Calculation: 396,352 shares (13F, as of Jun 30, 2026) / 876,900,000 outstanding common shares (cover page 10-Q 0001835632-26-000025, as of Aug 21, 2026) = 0.0452%
  • names (role not stated) Cisco 10-K, filed Mar 11, 2026 0001835632-26-000011
    “In addition, there has been a trend toward customer consolidation in the semiconductor industry through business combinations, including mergers, asset acquisitions and strategic partnerships (for example, Cisco acquired Acacia Communications in 2021).”
  • names us (role not stated) Fortinet 10-K, filed Feb 25, 2026 0001262039-26-000007
    “Our limited source components for particular appliances and suppliers of those components include specific types of CPUs from Intel and AMD, network and wireless chips from Broadcom, Marvell, Qualcomm and Intel, and memory devices from Intel, Micron, ADATA, Toshiba, Samsung and Western Digital.”
  • Region (share) China 10-K, filed Mar 11, 2026 0001835632-26-000011
    “XBRL-Fakt country:CN (id f-435) / Gesamt (id f-474)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:CN] 2,969,900,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 8,194,600,000 (period 2025-02-02–2026-01-31)
  • Region (share) Other Countries 10-K, filed Mar 11, 2026 0001835632-26-000011
    “XBRL-Fakt mrvl:OtherCountriesMember (id f-453) / Gesamt (id f-474)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[mrvl:OtherCountriesMember] 2,393,300,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 8,194,600,000 (period 2025-02-02–2026-01-31)
  • Region (share) Taiwan 10-K, filed Mar 11, 2026 0001835632-26-000011
    “XBRL-Fakt country:TW (id f-441) / Gesamt (id f-474)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:TW] 1,657,300,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 8,194,600,000 (period 2025-02-02–2026-01-31)

Revenue

Debt

  • Total debt FY2024 10-K, filed Mar 13, 2024 0001835632-24-000009
    Total debt = short-term Kredite/CP $107M (us-gaap:ShortTermBorrowings, 10-K 0001835632-24-000009) + long-term debt $4.1B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-24-000009) = $4.2B
  • Total debt FY2025 10-K, filed Mar 12, 2025 0001835632-25-000057
    Total debt = short-term Kredite/CP $130M (us-gaap:ShortTermBorrowings, 10-K 0001835632-25-000057) + long-term debt $3.9B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-25-000057) = $4.1B
  • Total debt FY2026 10-Q, filed May 28, 2026 0001835632-26-000019
    Total debt = short-term Kredite/CP $500M (us-gaap:ShortTermBorrowings, 10-K 0001835632-26-000011) + current portion of long-term debt $500M (us-gaap:LongTermDebtCurrent, 10-Q 0001835632-26-000019) + long-term debt $4.0B (us-gaap:LongTermDebtNoncurrent, 10-K 0001835632-26-000011) = $5.0B
  • Interest expense FY2026 10-K, filed Mar 11, 2026 0001835632-26-000011

Data quality

Legal name
Marvell Technology, Inc.
CIK
0001835632
Period
FY2016 – Q2 FY2027
Coverage
96.0% · 575 reported · 176 derived · 31 missing · 233 not reported

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.