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Marvell10-Q: Major contract win

Marvell Secures Major Custom Chip Deal, Backed by Customer Warrant for ~$12.2B in Stock

What happened

Marvell entered a significant commercial agreement for custom semiconductor development, granting the unnamed customer a warrant to purchase ~59 million shares. This massive, long-term partnership will require substantial R&D, supply chain, and operational investment, creating budget and demand for tools and services that support complex product lifecycles and high-volume manufacturing.

Source

SEC EDGARAug 28, 2026

Quarterly report (Form 10-Q)

Marvell 10-Q

Filing excerpt

On August 18, 2026, the Company issued a warrant (the “Warrant”) to a customer to purchase up to an aggregate of 58,970,907 shares of the Company's common stock at an exercise price of $206.58 per share, in connection with a commercial agreement between the Company and the customer relating to the development of custom semiconductor products (the “Commercial Agreement”).

sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htmRead the full source

Other signals in this filing (3)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Major contract win

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
08/01
Filed
Aug 28, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$12.2B (Notional value of customer warrant (58.9M shares @ $206.58/share) tied to a commercial agreement for custom semiconductor development.)

Details

CIK
1835632
Accession number
0001835632-26-000025
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling needs
Signal category
Revenue

Topics and mentions

Technologies

  • custom semiconductor

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Sep 1, 2026
signal_type
sec-10q
signal_subtype
majorContractWin

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/6e01eebb-1905-41e4-ab36-15aa04d162a1 returns this record as JSON. POST /v1/companies/enrich returns every signal for marvell.com.

{
  "signal_id": "6e01eebb-1905-41e4-ab36-15aa04d162a1",
  "signal_type": "sec-10q",
  "signal_subtype": "majorContractWin",
  "detected_at": "2026-09-01T07:03:41.545+00:00",
  "company": {
    "name": "Marvell",
    "domain": "marvell.com"
  },
  "data": {
    "detail": "Marvell entered a significant commercial agreement for custom semiconductor development, granting the unnamed customer a warrant to purchase ~59 million shares. This massive, long-term partnership will require substantial R&D, supply chain, and operational investment, creating budget and demand for tools and services that support complex product lifecycles and high-volume manufacturing.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Notional value of customer warrant (58.9M shares @ $206.58/share) tied to a commercial agreement for custom semiconductor development.",
      "dollar_millions": 12183
    },
    "summary": "Marvell Secures Major Custom Chip Deal, Backed by Customer Warrant for ~$12.2B in Stock",
    "excerpts": "On August 18, 2026, the Company issued a warrant (the “Warrant”) to a customer to purchase up to an aggregate of 58,970,907 shares of the Company's common stock at an exercise price of $206.58 per share, in connection with a commercial agreement between the Company and the customer relating to the development of custom semiconductor products (the “Commercial Agreement”).",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000025/mrvl-20260801.htm",
    "filing_date": "2026-08-28",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "08/01",
    "sales_relevance": "Scaling needs",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "custom semiconductor"
    ]
  }
}

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