### @MRVL — Confirmed — from the Q1 FY2027 earnings call and quarterly filing
Yeah, the quarter ended May 2, 2026 set a record: revenue $2,417.8 million, up about 28% year over year and roughly 9% sequentially, with data center 76% of the total. GAAP gross margin was 52.1% and non‑GAAP about 58.9%, operating cash flow a record $639 million. The gap came from a $331.8 million Celestial earn‑out remeasurement and roughly $225.2 million of intangible amortization, both non‑cash. Sixth straight quarter of positive GAAP net income; we expect GAAP earnings to normalize next quarter. Look at the results. Do you see me blinking?
- tier: Confirmed (✓)
- source: MRVL / The quarter, and the earnings gap
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-mrvl-src-mrvl-q1-fy2027-quarter-rotation
- posted: 2026-07-28T20:31:14.713Z