Marvell Technology, Inc. (MRVL) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

We do see a lot more diversity in this part of the business in Marvell as additional programs ramp, but obviously we were starting from a pretty low base just a couple of years back. Thanks. Helpful. And then just as a follow-up, on the optical business, you're going to double-digit growth in the October quarter. You've heard others during this earnings period talk about supply constraints, particularly on the laser side. You're obviously a component provider that's going into these modules. But in terms of the ecosystem, are you seeing any stops and starts there in terms of product ramps as well? Are you hearing about any component issues or are you relatively immune from that in your ramp? Yeah, I'll lead off and I'll let Chris comment if it's appropriate. I mean, Look, I think we've ramped this optics business just massively over the last few years and very successfully, by the way. So I want to just echo what Chris said. Our business unit team, sales team, and operations team have done a great job. We have deep partnerships up and down the supply chain and with the key module companies to really plan our business together. So there seems like there's always something going on, but I think we've been able to just manage through it and continue to grow quite dramatically if you look at the ramp over the last few years. So I think there's always noise in the system, Tom, relative to different pieces of it, but I'd say overall we're tracking really well. Chris, do you have anything to add or did I capture that? I think you captured it. Just very strong partnerships with our customers and trying to stay one step ahead of all the changes and executing very well. Our next question is from Timothy Arcuri with UBS. Thanks a lot. Matt, so you're guiding data center flat an...