Marvell Technology, Inc. (MRVL) Q3 2027 Earnings Call

Scheduled Dec 1, 2026

Dec 1, 2026

Open full screen 8-K

Executive readout · one minute

What the filings say

8-K earnings release · filed Nov 2, 2026: Marvell Technology, Inc. will acquire Lumentum in an all-stock transaction at 4.500 shares per Lumentum share, implying $115 billion enterprise value, approximately $1,132 per share and a 23.9% premium; expected synergies exceed $1 billion annually.

The audio replay and transcript follow the call.

Forward guidance

4 guided metrics

Management's latest ranges and targets are included below.

Research coverage

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8-K earnings release Filed Nov 2, 2026 Company webcastOpen the original investor-relations page

From the 8-K filed Nov 2, 2026.

Metric	Period	Guided	Basis
Annual run-rate cost synergies annual run-rate	annual run-rate	at least $1B	—
Gross Margin* Maintained FQ3’27	FQ3’27	58%	Non-GAAP
Operating Margin* Initiated FQ3’27	FQ3’27	37%	Non-GAAP
Run-rate synergies run-rate	run-rate	at least $1B	—