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MRVL

Events & catalyst calendar

Forward catalysts, dated milestones, and a daily-rebuild changelog. Auto-populated by the rebuild script; supplemented with hand-curated near-term events from the open questions register.

Forward catalysts

5 upcoming · spans 2026-05-29 → 2027-03-08
DATETYPEEVENTQ2Q3Q42027today · 2026-04-272026-05-29EARNINGSQ1 FY27 earnings call…2026-05-29 — Q1 FY27 earnings call (target): First quarterly report since the Apr 22 2026 Polariton acquisition announcement and the Apr 6-8 senior-notes raise ($1.0B / 5.300% / 10-year due 2036). Watch for: (1) custom AI silicon ramp commentary (Trainium 2/3 fully subscribed; Maia ra2026-06-02INDUSTRYMatt Murphy COMPUTEX …2026-06-02 — Matt Murphy COMPUTEX 2026 keynote: CEO Matt Murphy delivers a keynote at COMPUTEX 2026 in Taipei. Positioned as the next narrative reset for Marvell — the first major public address since the Polariton deal announcement and during the active window of Trainium 3 ramp + Googl2026-08-25INDUSTRYHot Chips 2026 (estim…2026-08-25 — Hot Chips 2026 (estimated): Annual symposium for high-performance microprocessor architecture. Expected Marvell presence on DPU (CN20K dev tree per Phoronix Linux upstream) and custom-silicon design methodology. Date estimated from historical late-August cadence.2026-09-21INDUSTRYECOC 2026 — European …2026-09-21 — ECOC 2026 — European Conference on Optical Communication: Major optical-interconnect conference. Marvell presence expected on coherent DSP roadmap (Orion 5nm 800ZR + successor), pluggable PAM4 line evolution, and Polariton POH demonstration data. Date estimated from historical September cadence.2027-03-08INDUSTRYOFC 2027 — Optical Fi…2027-03-08 — OFC 2027 — Optical Fiber Communication Conference: Premier optical-networking conference. Expected Marvell presence on 3.2T pluggable / CPO progress, Polariton POH technology insertion (post-integration), Celestial AI Photonic Fabric updates. Date estimated from historical March cadence.
earningsmarketindustryconferencetechnicalregulatory

Near-term hard catalysts

  1. 2026-05-29
    high
    Q1 FY27 earnings (target)
    First quarterly report since the Apr 22 Polariton announcement and the Apr 6-8 senior-notes raise. Watch: custom AI silicon ramp commentary, Polariton integration milestones, FY28 ~$15B revenue framing reaffirmation.
    earnings
  2. 2026-06-02
    high
    Matt Murphy COMPUTEX 2026 keynote
    First major public address since Polariton; expect optical interconnect roadmap (POH integration timeline) + custom-silicon design-win pipeline narrative.
    industry
  3. 2026-08-25
    medium
    Hot Chips 2026 (estimated)
    Annual symposium on high-performance microprocessor architecture. Expected DPU / CN20K + custom-silicon design-methodology presence.
    conference
  4. 2026-09-21
    medium
    ECOC 2026 (estimated)
    Major optical-interconnect conference. Expected coherent DSP roadmap + POH demonstration data + Celestial AI updates.
    conference
  5. 2027-03-08
    high
    OFC 2027 (estimated)
    Premier optical-networking conference. Expected 3.2T pluggable / CPO progress, Polariton POH technology insertion (post-integration).
    conference
Catalyst impact backtest: awaiting curated data. Populate companies/<ticker>/data/catalyst_backtest.json to render.

Full forward calendar

All dated catalysts in the database. Verify each via primary source before acting.

  • 2026-05-29 Q1 FY27 earnings call (target)
  • 2026-06-02 Matt Murphy COMPUTEX 2026 keynote
  • 2026-08-25 Hot Chips 2026 (estimated)
  • 2026-09-21 ECOC 2026 — European Conference on Optical Communication
  • 2027-03-08 OFC 2027 — Optical Fiber Communication Conference

Daily changelog

RSS feed →

Auto-generated from primary-source diffs each rebuild. Tagged by area.

  1. 2026-04-29
    sitelaunch
    MRVL Research site launched — full KB rendering, EDGAR catalog (2,556 filings), 10 ecosystem company profiles (Polariton, Celestial AI, TSMC, AWS, Microsoft, Google, Meta, NVIDIA, Broadcom, Oracle), 431-filing Form 4 archive 2021-2026, 10-year price history, full earnings-call verbatim corpus.
  2. 2026-04-29
    edgardiscovery
    XConn Technologies acquisition terms confirmed via FY2026 10-K Note 16: $280.0M cash + ~2.1M MRVL shares (~$540M total), closed 2026-02-10. Disclosure path: S-8 (Feb 10) → 8-K Item 8.01 + Ex. 5.1 (Feb 18) → 424B7 for 2,116,573 shares (Feb 18) → Form D for $200M equity portion (Feb 25) → 10-K (Mar 11). No Item 1.01/2.01 acquisition 8-K — deal deemed below materiality threshold. CXL switch/fabric IP.
  3. 2026-04-29
    edgarcorrection
    2008 SEC settlement primary-source verified: SEC v. Marvell + Weili Dai, Case CV 08-2367-HRL N.D. Cal., per SEC Press Release 2008-82 (corrected from earlier 2008-72) and LR-20559: Marvell $10M + permanent injunction; Dai $500K + 5-year officer/director bar. $362M income overstatement across FY2000–FY2006. Sutardja was NOT a named defendant.
  4. 2026-04-29
    regulatorypolariton
    Polariton regulatory closing path resolved: no 8-K filed (zero EDGAR FTS hits Apr 1-29). CFIUS does NOT apply (outbound US M&A is outside CFIUS jurisdiction); Swiss ISA threshold not met (Polariton sub-CHF 100M turnover); EU merger thresholds not met. Pattern implies sub-$1B headline + closed-at-signing. First disclosure window: Q1 FY2027 10-Q (~late Aug 2026).