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.
6 matches for “Storage”; 5 quoted, at least 25 words apart.
…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…
…growing by double digits sequentially on a percentage basis. Our data center storage and switch businesses also posted double-digit sequential revenue growth on a percentage…
…basis and approximately 20% year-over-year. This growth is expected to be driven by a rebound in custom and continued growth in interconnect, switching and storage.
…so excited about our data center business, interconnect switch, XPU, XPU attach, storage, scale up, scale out, we are everywhere in the AI rack. And…
…year. And so -- so optics will grow faster. And then for storage switch and the other part of data center just assume 10% growth…
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,…
…then look, even in a quarter, that other category in switching and storage and other has also floated up. So there's still a lot of…
…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…
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