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NBIS compared with MRVL: revenue, margins and what each company keeps, and the suppliers and customers both name
NBIS
Nebius Group N.V.
Change
Mkt cap
Revenue
Revenue
MRVL
Marvell Technology, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
NBIS
Nebius Group N.V.
vs
MRVL
Marvell Technology, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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NBIS
Nebius Group N.V.
Change
129.50
▲
+7.58%
· post 130.75
Mkt cap
$32.8B
Revenue
—
Revenue
—
MRVL
Marvell Technology, Inc.
Change
141.07
▲
+5.63%
· post 142.00
Closed
Nov 6 '26
Mkt cap
$123.8B
Revenue
$2.7B
Q2 FY27
Revenue
$8.2B
FY26
vs
Compare
Closed
Nov 6 '26
NBIS
Nebius Group N.V.
vs
MRVL
Marvell Technology, Inc.
129.50
▲
+7.58%
post 130.75
Price
141.07
▲
+5.63%
post 142.00
$32.8B
Mkt cap
$123.8B
—
Revenue
$2.7B
Q2 FY27
—
Revenue
$8.2B
FY26
Change
Change
NBIS
129.50
▲
+7.58%
vs
MRVL
141.07
▲
+5.63%
Closed
Nov 6 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NBIS, solid
MRVL, dashed
Supply-chain overlap
Revenue flow
NBIS: latest quarter not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NBIS
13
NVDA
Nvidia
supplier
MSFT
Microsoft
customer
META
Meta Platforms
customer
UBER
Uber
customer
9 more · NBIS chain
›
Shared
0
No shared counterparties.
Only MRVL
2
FTNT
Fortinet
customer
RMBS
Rambus
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR