Marvell Technology: FY27 Q1 earnings call, May 27, 2026
On its May 27, 2026 earnings call (FY27 Q1), Marvell Technology said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
14 words · 6 settled yes · our count agreed on 14 of 14- 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 | 8 | 8 | ✓ | 88%n=1+tx from settlement history blended with transcripts | – |
| Nvidia | Yes | 8 | 9 | ✓ | 26%n=2+tx from settlement history blended with transcripts | – |
| Hyperscaler | Yes | 6 | 7 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| Xconn | Yes | 5 | 5 | ✓ | 59%transcripts from the transcript model | – |
| Pipeline | Yes | 2 | 2 | ✓ | 54%transcripts from the transcript model | – |
| Inference | Yes | 1 | 1 | ✓ | 52%n=2+tx from settlement history blended with transcripts | – |
| Electro-Optic / Electro Optic | No | 0 | 0 | ✓ | 88%n=2+tx from settlement history blended with transcripts | – |
| Storage | No | 0 | 0 | ✓ | 81%n=2+tx from settlement history blended with transcripts | – |
| LPO | No | 0 | 0 | ✓ | 43%n=2+tx from settlement history blended with transcripts | – |
| AWS / Amazon | No | 0 | 0 | ✓ | 39%n=2+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 22%n=2+tx from settlement history blended with transcripts | – |
| Microsoft | No | 0 | 0 | ✓ | 21%n=2+tx from settlement history blended with transcripts | – |
| Teralynx | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Trainium | No | 0 | 0 | ✓ | 11%n=2+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 “Celestial”; 5 quoted, at least 25 words apart.
Our acquisition of Celestial AI added photonic fabric technology, including EAM modulators and the industry's leading low power analog SerDes. The solution has already been…
…of approximately $150 million, which was based at that time solely on Celestial AI. Turning to data center switching, we continue to benefit from sustained…
…share was $0.04, lower than our guidance, reflecting the impact of purchase accounting for the Celestial AI and Xconn acquisitions and the related earn-out obligation.
…the prior quarter reflects the full impact of shares issued for the Celestial AI and XConn acquisitions, as well as the shares issued as part…
…non-GAAP operating expense of approximately $2.45 billion, which includes the acquisition of Celestial AI and XConn, both of which close in the first quarter of…
Where the listed words were said
…is, and I think it's been just a home run getting the Celestial team in here and combining them with our own very, very strong…
Now let me turn to the expanded partnership we announced with NVIDIA, which reflects the growing importance of high-speed connectivity, optical interconnect, and accelerated infrastructure…
It increases choice for hyperscalers who will now have complete flexibility to mix and match custom and merchant capabilities across their platforms, with Marvell uniquely…
…have significantly increased our investment, both organically and through the acquisition of XConn. We substantially expanded our team and capabilities. While some customers are currently…
…AI custom silicon event we did last summer, is indicating that broad pipeline of opportunities and sockets. Everything we've laid out, which is the greater…
…particularly in NIC and CXL memory attach use cases, driven by increasing inference KV caching requirements. Third, the ramp of our new Tier 1 XPU…
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