Atlas Research Note

Marvell Investor Day: Increased Confidence in Connectivity and Revenue Upside

Ben Bajarin · October 7, 2026

Event Coverage | October 6, 2026 | Marvell 2026 Investor Day Our Read We are raising our 2030 Marvell revenue estimate from $31.8 billion to $56 billion because Marvell is selling far more silicon around the accelerator than our prior model captured. The company can earn from the XPU and the optical network, while memory connectivity and system management add further sockets inside the same accelerator domain. Our networking and CXL models support the size of that opportunity.

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Notes

Marvell Investor Day: Increased Confidence in Connectivity and Revenue Upside

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