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.
14 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…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,…
…next-generation scale-up architecture. These PF chiplets will be co-packaged into both the hyperscalers custom XPUs and the scale of switches providing connectivity. This is expected…
…the entire ecosystem. We have also secured several LPO sockets across multiple hyperscalers and are leading this emerging category as well, although deployments remain relatively…
…have secured design wins with significant share positions at 2 Tier-1 U.S. hyperscalers, along with multiple wins at emerging hyperscalers. We are seeing strong demand…
…We are currently engaged with more than 30 customers and partners, including hyperscalers, cable partners and system OEMs and ODMs. We already designed in more…
Where the listed words were said
…These new wins include multiple XPU attached sockets and XPU, an emerging hyperscaler and most recently, a design win for an electrical I/O chiplet inside…
…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…
…scale-up opportunity. Second, our interconnect business is firing on all cylinders. Our electrooptic interconnect platforms continue to lead the market with world-class road maps across…
…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…
Agents: this page as TSV at /api/v1/appearances/marvell-technology:2025-12-02:earnings_call · words: /api/v1/brief?appearance=marvell-technology:2025-12-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP