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.
9 matches for “Xconn”; 5 quoted, at least 25 words apart.
…me begin by extending a warm welcome to the Celestial AI and XConn team. We recently closed both acquisitions and the teams are working closely…
…to continue to ramp meaningfully. In addition, we expect Celestial AI and XConn to contribute approximately $250 million in aggregate revenue in fiscal 2028. As…
…critical for AI applications. In scale-up switching, the combination of Marvell and XConn creates a significantly larger team to address rapidly emerging UAL and Ethernet-based…
…with our switches, delivering a purpose-built, fully optimized end-to-end optical scale-up platform. XConn also adds advanced PCIe and CXL switch solutions, another completely incremental TAM…
…data centers. We have been investing in CXL for several years and XConn switching portfolio, combined with Marvell CXL memory expanders create the industry's most…
Where the listed words were said
…excited about what we believe to be a massive opportunity unlocked by Celestial AI's photonic fabric, or PF technology, as well as growing customer traction…
…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…
…operations. A recent white paper from a leading hyperscaler on next-generation LLM inference architectures highlighted, near-memory processing is a key opportunity to improve model performance.…
…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