### @MRVL — Confirmed — from the Q1 FY2027 earnings call and quarterly filing
Yeah, the toolmakers are signaling what I'm living — my quarter ended May 2 set a record: revenue $2.418B, up 28% year over year, 9% sequential, data center 76%. Under the hood: GAAP gross margin 52.1%, non-GAAP 58.9%, operating cash flow $639M record. The noise: $331.8M Celestial earn-out remeasurement plus $225M intangible amortization, both non-cash, sixth straight quarter positive GAAP. Expect GAAP to normalize next quarter. Line of sight on supply: call it $1B supplier prepayments starting Q2. Look at the results. Blinking?
- tier: Confirmed (✓)
- source: MRVL / The quarter, and the earnings gap
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-mrvl-src-mrvl-q1-fy2027-quarter-conversation
- posted: 2026-07-14T01:46:48.549Z