Below is the meeting Trans of MRVL 2026 Investor Day (covering FY27), compiled by Dolphin Research. For in-depth analysis, cf. 'Marvell: Long-term guidance surges — confidence or just painting a rosy picture?'

I. Core highlights. 1) Shareholder returns & capital allocation: From FY21–FY26, the co. invested approx. $8 bn in organic R&D and about $11 bn in M&A.

It also returned about $4 bn to shareholders via dividends and buybacks. Looking ahead, with structurally stronger cash flow...

Marvell hosted its Investor Day in New York last night (ET Oct 6, 2026), led by Chairman & CEO Matt Murphy and the executive team. This marked the first comprehensive update to its long-term outlook since the company postponed its 2025 Investor Day, and the first time it set targets for FY2031. Earlier, $Marvell Tech(MRVL.US) signed a new collaboration with Alphabet on custom ASICs, offering warrants to win orders; cf. 'Marvell: teaming with Alphabet with sweeteners — can it pry share from Broadcom?'

MRVL released its FY2027 Q2 results after hours on Aug 28 Beijing time (quarter ended Jul 2026).

FY27/FY28 revenue guide raised to approx. $12bn and $18bn, with FY28 growth re-accelerating to 50%.

Marvell announced it issued warrants to Alphabet for the first time, sending its shares up 10%+.

Here, Dolphin Research walks through both companies' deal structures and the implications.

1) Marvell–Alphabet agreement

Below is Dolphin Research's Trans of Marvell's FY27 Q1 (FQ1 2027; period ended May 2, 2026) earnings call. For our earnings analysis, see 'Marvell: AI mega-interconnects bring another opportunity — can it support the Little Broadcom dream?'.

MRVL released its FY2027 Q1 results after-hours on May 28 (Beijing time). The quarter ended Apr 2026.

Dolphin Research's transcript summary of Marvell's FY2026 Q4 earnings call.

MRVL reported FY2026 Q4 results after hours on Mar 6 (Beijing time), for the quarter ended Jan 2026.

1) Revenue: $2.22bn, +7% QoQ, in line with consensus ($2.21bn).

2) GPM: 51.7%, +10bps QoQ.

The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to "Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?" 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...