Marvell Technology: FY27 Q2 earnings call, Aug 27, 2026
On its Aug 27, 2026 earnings call (FY27 Q2), Marvell Technology said 8 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 · 8 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 |
|---|---|---|---|---|---|---|
| Inference | Yes | 5 | 7 | ✓ | 61%n=3+tx from settlement history blended with transcripts | – |
| Celestial | Yes | 4 | 5 | ✓ | 92%n=2+tx from settlement history blended with transcripts | – |
| Scale Across | Yes | 3 | 3 | ✓ | 67%transcripts from the transcript model | – |
| Storage | Yes | 3 | 3 | ✓ | 64%n=3+tx from settlement history blended with transcripts | – |
| Prepayment | Yes | 3 | 3 | ✓ | 49%transcripts from the transcript model | – |
| Photonic Fabric | Yes | 2 | 2 | ✓ | 72%transcripts from the transcript model | – |
| Nvidia | Yes | 1 | 2 | ✓ | 60%n=3+tx from settlement history blended with transcripts | – |
| Teralynx | Yes | 1 | 1 | ✓ | 15%n=1+tx from settlement history blended with transcripts | – |
| Xconn | No | 0 | 0 | ✓ | 75%n=1+tx from settlement history blended with transcripts | – |
| Pipeline | No | 0 | 0 | ✓ | 68%n=1+tx from settlement history blended with transcripts | – |
| Polariton | No | 0 | 0 | ✓ | 37%transcripts from the transcript model | – |
| AWS / Amazon | No | 0 | 0 | ✓ | 31%n=3+tx from settlement history blended with transcripts | – |
| India / Indian | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Trainium | No | 0 | 0 | ✓ | 10%n=3+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 “Inference”; 5 quoted, at least 25 words apart.
…programs, including those that attach to the TPU ecosystem, such as AI inference accelerators, storage controllers, network interface controllers, memory interface controllers, and near memory…
…color on what is contributing to that revenue. Obviously, you have an inference accelerator, but you talked a lot about XPU attach, which you guys…
…number of products and product lines, which is very exciting. It includes inference accelerators, as you mentioned, also storage controllers, NICs, memory interface controllers, near…
…quickly customers are adapting. There's also other opportunities where to optimize for inference, as an example, and this was one of the things that was…
…so this stuff really matters. It went from training very quickly to inference and to companies now monetizing this. We're seeing a big pickup in…
Where the listed words were said
…us. Last quarter, the way we framed it was we had the Celestial AI CPO Photonic Fabric solution, which for reference, was about $150 million…
…As we have discussed on prior calls, aggregate bandwidth requirements for these scale-across networks are projected to be more than 10 times greater than those…
…It's not just, quote, "our custom revenue," but it's the solutions underneath we provide, including our networking and our storage and memory in our compute.
…in the second quarter, down slightly quarter-over-quarter, primarily reflecting the higher capacity prepayments to suppliers in support of Marvell's future growth. Inventory at the end…
…Aaron, is really how we think about the business. Certainly, Celestial and Photonic Fabric is a key part of that. But what I want to…
…support all three purpose-built scale-up protocols through our internally developed UAL and ESUN switches, as well as our expanded partnership with NVIDIA around NVLink Fusion.
…on the Ethernet side, we've seen great traction and success with our Teralynx architecture, which came from the acquisition we did of a company called…
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