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.
4 matches for “Scale Across”; 4 quoted, at least 25 words apart.
…offer the industry's broadest and comprehensive high-speed connectivity portfolio, addressing scale out, scale across, and scale up networking. In our scale-out PAM franchise, demand remains…
…are now introducing a second generation with integrated MACsec security. Turning to scale across interconnects, a technology we pioneered with our 100-gig DCI modules, we…
…MACsec. To that end, earlier today, we announced our latest innovations and scale across interconnects, including the industry's first Secure 1.6T ZR and ZR+ DCI…
…are seeing strong growth from our existing franchises and scale out and scale across AI as well as custom, and we are investing to drive…
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…
…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…
…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