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Marvell Technology, Inc. (MRVL) Q2 2027 Earnings Call Transcript

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Marvell Technology, Inc. (MRVL) Q2 2027 Earnings Call August 27, 2026 4:45 PM EDT

Company Participants

Ross Seymore – Senior Vice President of Investor Relations
Matthew Murphy – CEO & Chairman
Daniel Durn – CFO, Executive VP & Principal Financial Officer

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Conference Call Participants

Thomas O’Malley – Barclays Bank PLC, Research Division
Harlan Sur – JPMorgan Chase & Co, Research Division
Vivek Arya – BofA Securities, Research Division
Aaron Rakers – Wells Fargo Securities, LLC, Research Division
Joseph Moore – Morgan Stanley, Research Division
Benjamin Reitzes – Melius Research LLC
Christopher Muse – Cantor Fitzgerald & Co., Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Quinn Bolton – Needham & Company, LLC, Research Division

Presentation

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Operator

Good afternoon, and welcome to Marvell Technology Inc. Second Quarter of Fiscal Year 2027 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded.

I will now turn the conference over to Mr. Ross Seymore, Senior Vice President of Investor Relations. Thank you. You may begin.

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Ross Seymore
Senior Vice President of Investor Relations

Thank you, and good afternoon, everyone. Welcome to Marvell’s Second Fiscal Quarter 2027 Earnings Call. Joining me today are Matt Murphy, Marvell’s Chairman and CEO; Dan Durn, CFO; Chris Koopmans, President and COO; and Sandeep Bharathi, President of our Data Center Group. Let me remind everyone that certain comments made today include forward-looking statements, which are subject to significant risks and uncertainties that could cause our actual results to differ materially from management’s current expectations.

Please review the cautionary statements and risk factors contained in our earnings press release, which we filed with the SEC today and posted on our website as well as our most recent 8-K, 10-K, 10-Q and other documents that we file from time to time with the SEC. We do not intend to update our forward-looking statements. During our call today, we will refer

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