J P M O R G A N 8 North America Equity Research 04 October 2026 Marvell Technology Inc 2026 Investor Day Preview: Expect Focus on Custom Silicon and DC TAM Sizing; Optical, Switching, and Memory/CXL Add Breadth to the DC Story; Potential Path to >$20 EPS by 2030 Marvell Technology Inc. (MRVL) is set to host its 2026 Investor Day this week, and ahead of the event, we thought it would be useful to briefly outline what we believe to be the most important areas to focus on at the event. See page 5 for analyst c ...