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.
9 matches for “Nvidia”; 5 quoted, at least 25 words apart.
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…
…enabler of scale-up networking. Second, NVLink Fusion integration. This allows Marvell to build custom chips and networking semiconductors that can seamlessly interface with NVIDIA infrastructure.
…We expect this to create new market opportunities for both Marvell and NVIDIA going forward. Third is AI RAN. Marvell will enhance its existing OCTEON…
…of this collaboration. We deeply appreciate the partnership and the investment from NVIDIA. Okay, let me provide more color on our current business, beginning with…
…developed UALink and ESUN switches, as well as our expanded partnership with NVIDIA around NVLink Fusion. We currently have multiple engagements with Tier 1 customers…
Where the listed words were said
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…
…XConn acquisitions, as well as the shares issued as part of the NVIDIA investment. We anticipate GAAP earnings per diluted share in the range of…
…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…
…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…
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