{"id":5382,"date":"2026-06-03T02:01:41","date_gmt":"2026-06-03T02:01:41","guid":{"rendered":"https:\/\/www.fintechpulse8.com\/?p=5382"},"modified":"2026-06-03T02:01:41","modified_gmt":"2026-06-03T02:01:41","slug":"marvell-technology-inc-mrvl-presents-at-2026-evercore-global-tmt-conference-transcript","status":"publish","type":"post","link":"https:\/\/www.fintechpulse8.com\/?p=5382","title":{"rendered":"Marvell Technology, Inc. (MRVL) Presents at 2026 Evercore Global TMT Conference Transcript"},"content":{"rendered":"<p><\/p>\n<div>\n<header class=\"flex flex-col items-start justify-between\"\/>\n<div class=\"relative mb-18 flex items-start justify-between\" data-test-id=\"author-brief\">\n<div class=\"relative z-0 mr-18 flex\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><img decoding=\"async\" alt=\"\" class=\"text-transparent flex w-full items-center justify-center overflow-hidden text-black-5 rounded-full h-full bg-black-5 dark:bg-black-30\" data-test-id=\"user-pic\" height=\"36\" loading=\"lazy\" src=\"https:\/\/seekingalpha.com\/images\/users_profile\/000\/101\/639\/big_pic.png?io=w72 2x\" width=\"36\"\/><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex items-center justify-center select-none hover:no-underline transition-colors motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 min-h-36 border text-medium-b px-16 py-1 whitespace-nowrap break-words rounded-8 cursor-pointer\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<blockquote class=\"Qozfr w-full border-l-6 border-l-orange-60 bg-black-5 py-18 pl-18 pr-24 text-x-large-2-r dark:bg-black-95 print:break-inside-avoid mb-24 lg:mb-30\" data-test-id=\"transcript-player\">\n<h3 class=\"text-4x-large-b lg:text-2x-large-b mb-8\" data-test-id=\"transcript-title\">Q1: 2026-05-27 Earnings Summary<\/h3>\n<p>EPS of $0.80 <span class=\"text-teal\">beats by $0.01 <\/span><\/p>\n<p>\u00a0|\u00a0<!-- -->Revenue of <!-- -->$2.42B<!-- --> (27.57% Y\/Y)<!-- --> <span class=\"text-teal\">beats by $9.99M<\/span><\/p>\n<\/blockquote>\n<div>\n<div class=\"paywall-full-content R6FbO flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block mb-32\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Marvell Technology, Inc. (<span class=\"ticker-hover-wrapper\">MRVL<\/span>) 2026 Evercore Global TMT Conference June 2, 2026 6:50 PM EDT<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Willem Meintjes &#8211; Executive VP &amp; CFO<\/span><br \/><span>Ashish Saran &#8211; Senior Vice President of Investor Relations<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>Mark Lipacis &#8211; Evercore ISI Institutional Equities, Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>Mark Lipacis<\/strong><\/span><br \/><span><i>Evercore ISI Institutional Equities, Research Division<\/i><\/span><\/p>\n<p>Yes. Okay. Great. Thanks. All right. Well, very excited to have Marvell join us. My name is Mark Lipacis. I&#8217;m the senior semiconductor analyst at Evercore ISI. And so today, we have Willem Meintjes &#8212; hopefully, I&#8217;m getting that name right and who is the CFO; and then Ashish Saran, who is the SVP of Investor Relations. So there&#8217;s a lot going on in your sector. So I think let&#8217;s just get right to it.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"transcript-qna\">\n<p class=\"transcript-qna-title\"><strong>Question-and-Answer Session<\/strong><\/p>\n<div class=\"transcript-qna-section question\" seq=\"1\">\n<p class=\"transcript-qna-section-title\"><span class=\"question\"><strong>Mark Lipacis<\/strong><\/span><br \/><span><i>Evercore ISI Institutional Equities, Research Division<\/i><\/span><\/p>\n<p>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?<\/p>\n<\/p><\/div>\n<div class=\"transcript-qna-section answer\" seq=\"2\">\n<p class=\"transcript-qna-section-title\"><span class=\"answer\"><strong>Willem Meintjes<\/strong><\/span><br \/><span><i>Executive VP &amp; CFO<\/i><\/span><\/p>\n<p>Yes. Thanks. It&#8217;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&#8217;ve really established a different cadence here, and it&#8217;s really driven by the market. What we&#8217;ve seen is the end markets that we&#8217;re addressing continue to be extremely strong, and it&#8217;s really driven by CapEx, right? <\/p>\n<p>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<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"\/><\/div>\n<p>#Marvell #Technology #MRVL #Presents #Evercore #Global #TMT #Conference #Transcript<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Q1: 2026-05-27 Earnings Summary EPS of $0.80 beats by $0.01 \u00a0|\u00a0Revenue of $2.42B (27.57% Y\/Y) beats by $9.99M Marvell Technology, Inc. (MRVL) 2026 Evercore Global TMT Conference June 2,&hellip; <\/p>\n","protected":false},"author":1,"featured_media":656,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[242],"tags":[1726,7806,485,6357,7871,4894,1114,7807,535],"class_list":["post-5382","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-editors-pick","tag-conference","tag-evercore","tag-global","tag-marvell","tag-mrvl","tag-presents","tag-technology","tag-tmt","tag-transcript"],"_links":{"self":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/5382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5382"}],"version-history":[{"count":0,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/posts\/5382\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=\/wp\/v2\/media\/656"}],"wp:attachment":[{"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fintechpulse8.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}