MRVL: Financial results · Company disclosure

Item 2.02. Results of Operations and Financial Condition. On November 2, 2026, Marvell Technology, Inc., a Delaware corporation (“ Marvell ”) and Lumentum Holdings Inc., a Delaware corporation (“ Lumentum ”) announced the entry into the Agreement and Plan of Merger (the “ Merger Agreement ”), by and among Marvell, Lumentum, Java Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Marvell (“ Merger Sub I ”) and Java Merger Sub II, Inc., a Delaware corporation and a wholly owned subsidiary of Marvell (“ Merger Sub II ” and together with Merger Sub I, each a “ Merger Sub ” and collectively the “ Merger Subs ”). Upon the terms and subject to the conditions of the Merger Agreement, Merger Sub I will merge with and into Lumentum (the “ First Merger ”), with Lumentum continuing as the surviving corporation (the “ Surviving Corporation ”) and as a wholly owned subsidiary of Marvell, and promptly following the Effective Time (as defined below), the Surviving Corporation will merge with and into Merger Sub II (the “ Second Merger ” and, collectively or in seriatim with the First Merger, as applicable, the “ Merger ”), with Merger Sub II continuing as the surviving corporation of the Second Merger (the “ Second Surviving Corporation ”). In connection with the announcement, Marvell and Lumentum issued a joint press release, which included preliminary revenue for Marvell for the third quarter of fiscal 2027. A copy of the joint press release is furnished as Exhibit 99.1 hereto and is incorporated by reference herein. The information in Item 2.02 of this Current Report, including the accompanying Exhibit 99.1, is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”),