Marvell Technology: FY26 Q4 earnings call, Mar 5, 2026
On its Mar 5, 2026 earnings call (FY26 Q4), Marvell Technology said 5 of the 11 words Kalshi listed; Parrot’s count agreed with all 11 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
11 words · 5 settled yes · our count agreed on 11 of 11- 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 |
|---|---|---|---|---|---|---|
| Celestial | Yes | 13 | 14 | ✓ | 79%transcripts from the transcript model | – |
| Hyperscaler | Yes | 8 | 8 | ✓ | 90%n=1+tx from settlement history blended with transcripts | – |
| Inference | Yes | 3 | 3 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Electro-Optic / Electro Optic | Yes | 2 | 3 | ✓ | 89%n=1+tx from settlement history blended with transcripts | – |
| Storage | Yes | 2 | 2 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – |
| LPO | No | 0 | 0 | ✓ | 69%n=1+tx from settlement history blended with transcripts | – |
| AWS / Amazon | No | 0 | 0 | ✓ | 57%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | No | 0 | 0 | ✓ | 29%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 25%n=1+tx from settlement history blended with transcripts | – |
| Microsoft | No | 0 | 0 | ✓ | 23%n=1+tx from settlement history blended with transcripts | – |
| Trainium | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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.
8 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
…customers and expect to supply DCI modules to all five major U.S. hyperscalers this year. We see significant long-term growth in this market, as the…
…AEC market, we have secured design wins with 3 Tier 1 U.S. hyperscalers and several additional customers, including model builders and hardware OEMs. We are…
…also supporting near-memory compute operations. A recent white paper from a leading hyperscaler on next-generation LLM inference architectures highlighted, near-memory processing is a key…
…are seeing an unprecedented level of activity across multiple new engagements as hyperscalers increased their cadence of custom chip development. We are engaged in deep…
…across the entire ecosystem, extremely strong position with the top four U.S. hyperscalers and then the next level. And each of them, we have a…
Where the listed words were said
…afternoon, everyone. Let me begin by extending a warm welcome to the Celestial AI and XConn team. We recently closed both acquisitions and the teams…
…our concentration. I mean by design because of the top four U.S. hyperscalers is spending the bulk of the CapEx, that's where the dollars are…
…PCIe is also adopted for XPU to XPU connectivity, particularly in AI inference systems and small- to medium-sized clusters. CXL is rapidly becoming essential for…
…for this year, a big part of that change is in that electro-optics portfolio. We had been calling it kind of closer to CapEx as…
…This performance was driven by robust demand for our interconnect, switching and storage products, along with a strong ramp in our custom business, which doubled…
Agents: this page as TSV at /api/v1/appearances/marvell-technology:2026-03-05:earnings_call · words: /api/v1/brief?appearance=marvell-technology:2026-03-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP