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

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WEBVTT 00:00:00.031 -- 00:00:06.759 We do see a lot more diversity in this part of the business in Marvell 00:00:07.784 -- 00:00:11.750 as additional programs ramp, but obviously we were starting from a pretty low base just 00:00:11.750 -- 00:00:13.994 a couple of years back. 00:00:13.994 -- 00:00:14.615 Thanks. 00:00:14.615 -- 00:00:18.722 Helpful. And then just as a follow-up, on the optical business, you're going to double-digit 00:00:18.722 -- 00:00:23.779 growth in the October quarter. You've heard others during this earnings period 00:00:23.779 -- 00:00:26.503 talk about supply constraints, particularly on the laser side. 00:00:26.503 -- 00:00:28.787 You're obviously a component provider that's going into these modules. 00:00:28.787 -- 00:00:33.916 But in terms of the ecosystem, are you seeing any stops and 00:00:33.916 -- 00:00:37.742 starts there in terms of product ramps as well? 00:00:37.742 -- 00:00:42.269 Are you hearing about any component issues or are you relatively immune from that in 00:00:42.269 -- 00:00:43.571 your ramp? 00:00:43.571 -- 00:00:46.576 Yeah, I'll lead off and I'll let Chris comment if it's appropriate. 00:00:46.576 -- 00:00:52.016 I mean, Look, I think we've ramped this optics business just massively 00:00:52.016 -- 00:00:55.920 over the last few years and very successfully, by the way. 00:00:55.920 -- 00:01:00.966 So I want to just echo what Chris said. Our business unit team, sales team, and operations 00:01:00.966 -- 00:01:04.030 team have done a great job. We have deep partnerships 00:01:04.030 -- 00:01:08.635 up and down the supply chain and with the key module companies to really plan our business 00:01:08.635 -- 00:01:13.001 together. So there seems like there's always something going on, but I think we've been 00:01:13.001 -- ...