Q1: 2026-05-27 Earnings Summary
EPS of $0.80 beats by $0.01
| Revenue of $2.42B (27.57% Y/Y) beats by $9.99M
Marvell Technology, Inc. (MRVL) 2026 Evercore Global TMT Conference June 2, 2026 6:50 PM EDT
Company Participants
Willem Meintjes – Executive VP & CFO
Ashish Saran – Senior Vice President of Investor Relations
Conference Call Participants
Mark Lipacis – Evercore ISI Institutional Equities, Research Division
Presentation
Mark Lipacis
Evercore ISI Institutional Equities, Research Division
Yes. Okay. Great. Thanks. All right. Well, very excited to have Marvell join us. My name is Mark Lipacis. I’m the senior semiconductor analyst at Evercore ISI. And so today, we have Willem Meintjes — hopefully, I’m getting that name right and who is the CFO; and then Ashish Saran, who is the SVP of Investor Relations. So there’s a lot going on in your sector. So I think let’s just get right to it.
Question-and-Answer Session
Mark Lipacis
Evercore ISI Institutional Equities, Research Division
But maybe just to start out with, you guys just reported last week and maybe if you take a moment and kind of summarize for everybody, like what do you think are the main takeaways?
Willem Meintjes
Executive VP & CFO
Yes. Thanks. It’s really great to be here, Mark. Yes, so we reported last week. And I think if you go back over the last several quarters, we’ve really established a different cadence here, and it’s really driven by the market. What we’ve seen is the end markets that we’re addressing continue to be extremely strong, and it’s really driven by CapEx, right?
And so if you go back to September last year, we, for the first time, sort of indicated some longer-term numbers, right? And for the current year, we sort of took that number to $10 billion. And then outer year to $13 billion, right? And so in a subsequent quarter, we upped that from $10 billion to $11 billion, and then for the outer year from $13 billion to $15 billion. And then just last
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