Marvell Technology, Inc. · NASDAQ:MRVL

Marvell Technology — Q4 2026 Earnings Presentation

19 slides from Marvell Technology's earnings presentation, Mar 5, 2026

  1. Slide 1: Corporate Overview

    Corporate Overview March 5, 2026

  2. Slide 2: Forward-looking statements

    Forward-looking statements Except for statements of historical fact, this presentation contains forward -looking statements (within the meaning of the federal securities laws) including statements related to future revenue, future earnings, and the success of our product releases, and the benefits a

  3. Slide 3: Marvell closes previously announced acquisitions

    Marvell closes previously announced acquisitions Pioneer of breakthrough Provider of advanced Photonic Fabric PCIe and CXL interconnect technology switching silicon February 2, 2026 February 10, 2026 © 2026 Marvell. All rights reserved. 3

  4. Slide 4: Overview

    Overview Company founded FY26 revenue 1995 $8.2B Employees Patents worldwide 7,700+ 10,000+ Global fabless semiconductor supplier -100 © 2026 Marvell. All rights reserved. 4

  5. Slide 5: Mission

    Mission We develop and deliver semiconductor solutions that move, store, process and secure the world’s data faster and more reliably than anyone else. © 2026 Marvell. All rights reserved. 5

  6. Slide 6: Marvell data infrastructure end markets

    Data center Marvell data infrastructure end markets Communications and other © 2026 Marvell. All rights reserved. 6

  7. Slide 7: Marvell data center market opportunity

    Marvell data center market opportunity* $94B Accelerated $55.4 custom compute 35% 53% CAGR CAGR $13.2 Switching 17% CAGR $21B $6.6 $19.0 Interconnect 35% CAGR $6.1 $4.3 Storage 9% CAGR $4.2 $6.5 CY23 CY28 *As of Marvell Custom AI Investor Event, June 17, 2025 Source: 650 Group, CignalAI, Dell’Oro, L

  8. Slide 8: Data center portfolio

    Data center portfolio Custom Interconnect Switching Storage XPU | PAM, coherent, coherent-lite and Ethernet, PCIe and CXL switches HDD and SSD controllers | XPU attach (NIC, CXL, AEC DSPs | TIAs, drivers | DCI for scale-out, scale-up, and Storage and memory storage, security) modules | PCIe and Ethe

  9. Slide 9: Scale-up opportunity

    Scale-up opportunity Switch Scale-up domain must move beyond the rack Orchestrates Copper hits reach, bandwidth limits connectivity across scale-up domain Requires purpose-built switch and optical fabric Next-generation AI scale up Multi-rack reach Photonic Fabric Ultra high-bandwidth, Ultra-low lat

  10. Slide 10: Marvell Photonic Fabric technology platform

    Marvell® Photonic Fabric technology platform Photonic Fabric scale-up network ▪ 30x reach of passive copper ▪ 4x bandwidth ▪ 4x lower power Photonic Fabric TM ▪ 4x lower latency • •• ▪ ~1x cost Platform for multi-rack AI scale up * Gen2 PFLink , inc luding SerDes, Tx/Rx electronics and photonics and

  11. Slide 11: Communications and other portfolio

    Communications and other portfolio Compute Interconnect Switching Security Wireless processors | BASE-T PHYs | Enterprise and industrial Hardware security modules | Networking processors High-speed Ethernet PHYs Ethernet switches Security processors © 2026 Marvell. All rights reserved. 11

  12. Slide 12: Essential silicon building blocks and IP

    Essential silicon building blocks and IP High-performance Chip-to-chip (D2D) Ultra-high density Custom HBM Package-integrated SerDes interconnect and low-power SRAM chiplet voltage regulation Advanced 2.5D / 3D / 3.5D+ Advanced 3D SiPho CPC/CPO substrates packaging thermal solutions integration Push

  13. Slide 13: Marvell IP across process technologies

    Marvell IP across process technologies CMOS Silicon germanium Foundries Silicon photonics Process-agnostic. Foundry-ready. Future-proof. © 2026 Marvell. All rights reserved. 13

  14. Slide 14: Delivering leading 5nm, 3nm and 2nm process platforms

    Delivering leading 5nm, 3nm and 2nm process platforms ▪ Optimized power-efficiency ▪ High-bandwidth performance ▪ Hyper-density ▪ Low latency 128G core capable of >40 dB 224G core capable of >40 dB Actively preparing for the Angstrom era © 2026 Marvell. All rights reserved. 14

  15. Slide 15: Flexible R&D models to satisfy customer needs

    Flexible R&D models to satisfy customer needs Buy Partner Build Integrate Custom chiplet Custom Custom Build-to- Standard spec chiplet (Marvell design) (Customer design) Partner chiplets and memory Customer IP Marvell IP © 2026 Marvell. All rights reserved. 15

  16. Slide 16: Global presence

    Global presence Sweden Canada UK Denmark Netherlands Poland Italy Romania United Spain Greece Japan Portugal States Israel China Korea Taiwan India Vietnam Singapore Corporate offices Argentina © 2026 Marvell. All rights reserved. 16

  17. Slide 17: Proven leadership team

    Proven leadership team Matt Murphy Chris Koopmans Sandeep Bharathi Mark Casper Chairman and President and President, Executive Vice President Chief Executive Officer Chief Operating Officer Data Center Group and Chief Legal Officer Joined: July 2016 Joined: June 2016 Joined: February 2019 Joined: Oc

  18. Slide 18: Recent announcements

    Recent announcements MARCH 5, 2026 FEBRUARY 24, 2025 Marvell Extends ZR/ZR+ Leadership with Marvell to Showcase PCIe 8.0 SerDes Industry-first 1.6T ZR/ZR+ Pluggable and 2nm Demonstration at DesignCon 2026 Coherent DSPs NEWS LINK NEWS LINK DECEMBER 9, 2025 DECEMBER 9, 2025 Marvell Launches Strategic

  19. Slide 19: Essential technology, done right

    ya MARVELL Essential technology, done right™

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