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.
7 matches for “Hyperscaler”; 5 quoted, at least 25 words apart.
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…
…the pluggable DCI market, where the original use case was driven by hyperscalers replacing public WAN connections for intersite connectivity using pluggable modules, with traffic…
…analog SerDes. The solution has already been selected by a Tier 1 hyperscaler for its next generation of XPU scale-up networks. The full strength of…
…and we have already secured design wins with three Tier 1 U.S. hyperscalers, along with several other customers. We are also seeing strong traction for…
…time, we have custom engagements across the board at all the U.S. hyperscalers, and we've had that for some time. Some XPU, some XPU and…
Where the listed words were said
…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…
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…
…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…
…we outlined last June, we continue to close on those. That opportunity pipeline continues to grow in terms of sockets and dollars, by the way.…
…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…
Agents: this page as TSV at /api/v1/appearances/marvell-technology:2026-05-27:earnings_call · words: /api/v1/brief?appearance=marvell-technology:2026-05-27:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP