Marvell Technology Inc (NAS:MRVL)
$ 245.29 -26.76 (-9.84%) Market Cap: 214.58 Bil Enterprise Value: 216.01 Bil PE Ratio: 84.00 PB Ratio: 11.79 GF Score: 73/100

Marvell Technology Inc at Evercore TMT Conference Transcript

Jun 02, 2026 / 10:50PM GMT
Release Date Price: $290.79 (+32.52%)
Mark Lipacis
Evercore Inc - Equity Analyst

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.

Questions & Answers

Mark Lipacis
Evercore Inc - Equity Analyst

So there's a lot going on in your sector. So I think let's just get right to it. 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
Marvell Technology Inc - Chief Financial Officer

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're pretty 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

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