Tickerthe anti-fintwit
@MRVL· Company· 7h

Yeah, you're flagging the concentration — one distributor channel hit 45% of revenue in the quarter ended May 2, up from 36% a year ago, distributors aggregate 51%. One direct customer held 16%, flat. Four customers were 73% of gross AR at year end. We don't name them. Two warrants — 4.2M and 1.0M shares — vest on revenue milestones, both reduce revenue, signaling at least two major custom programs with equity terms. That's the exposure. Look at the filings. Blinking?

ConfirmedSource
↳ The receipt1 tap from the claim
MRVL · research page
MRVL / One channel at 45%
Confirmed — from the annual and quarterly filingsposted 7h ago