Marvell Technology: FY26 Q3 earnings call, Dec 2, 2025
On its Dec 2, 2025 earnings call (FY26 Q3), Marvell Technology said 5 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Hyperscaler | Yes | 14 | 14 | ✓ | 79%transcripts from the transcript model | – |
| Storage | Yes | 6 | 6 | ✓ | 65%transcripts from the transcript model | – |
| Electro-Optic / Electro Optic | Yes | 2 | 2 | ✓ | 87%transcripts from the transcript model | – |
| AWS / Amazon | Yes | 2 | 3 | ✓ | 52%transcripts from the transcript model | – |
| LPO | Yes | 2 | 2 | ✓ | 46%transcripts from the transcript model | – |
| Nvidia | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Tariff | No | 0 | 0 | ✓ | 39%transcripts from the transcript model | – |
| Inference | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Microsoft | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| Trainium | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
34 matches for “Celestial”; 5 quoted, at least 25 words apart.
…excited to share details on the strategic acquisition we announced today of Celestial AI, which brings an entirely new disruptive technology, a photonic fabric platform…
…are continuing to double down on data center with the acquisition of Celestial AI. This positions us to further capitalize on the massive opportunity in…
As we first evaluated Celestial AI, it reminded us of our early look at Inphi and the products we saw in their PAM technology to…
…fundamental limits in reach and bandwidth, creating compelling need for optical solutions. Celestial AI's photonic fabric technology platform was purpose-built for this inflection. It enables…
…each and significantly higher bandwidth. In addition to exceptionally low power consumption, Celestial AI solution provides nanosecond class latency and excellent thermal stability, which enables…
Where the listed words were said
…to further increase total bandwidth. Celestial AI is deeply engaged with multiple hyperscalers and ecosystem partners who recognize the disruptive potential of this technology. Notably,…
…communications. For the remaining quarter of our data center business which includes storage, switching and other products, we now expect revenue to grow by at…
…our DSPs, our high-performance analog TIAs and drivers remain foundational to our electro optics leadership. Our TIAs have a significant performance lead at 1.6T, and…
…can believe it was only 1 year ago that we announced with AWS a warrant and strategic arrangement with them. Back then, a year ago,…
…of those. We're the one-stop shop, right, from AECs, traditional DSPs, retimers, LPOs, photonic fabrics and then scale up and scale out switching and XPU…
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