Marvell Technology, Inc. · NASDAQ:MRVL

Marvell Technology — Lumentum Holdings — Merger or Acquisition (November 2026)

19 slides from Marvell Technology's merger presentation, Nov 2, 2026

  1. Slide 1: Cautionary Note Regarding Forward-Looking Statements

    Important Information for Investors and Shareholders Cautionary Note Regarding Forward-Looking Statements This communication contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E

  2. Slide 2: Additional Information About the Transaction and Where to Find It

    Important Information for Investors and Shareholders Additional Information About the Transaction and Where to Find It This communication relates to a proposed transaction between Marvell Technology, Inc. (“Marvell”) and Lumentum Holdings Inc. (“Lumentum”) (the “Transaction”). In connection with the

  3. Slide 3: No Offer or Solicitation

    Important Information for Investors and Shareholders No Offer or Solicitation This communication is not a proxy statement or solicitation of a proxy, consent or authorization with respect to any securities or in respect of the Transaction and does not constitute an offer to sell or the solicitation

  4. Slide 4: Matt Murphy, Chairman and CEO, Marvell

    Matt Murphy Chairman and CEO Marvell © 2026 Marvell confidential. All rights reserved. 4

  5. Slide 5: About me

    About me Father of three Trustee, U.S. Olympic and Paralympic Foundation Endurance athlete – multiple Ironman finisher Marvell Chairman and CEO (2016-present) 30 years of leadership experience in semis, including 20 years at Maxim Integrated in executive roles Former Chair of the Semiconductor Indus

  6. Slide 6: Marvell at a glance

    Company founded 1995 FY27 revenue* $12.1B Employees 9,500+ Global fabless semiconductor supplier © 2026 Marvell confidential. All rights reserved. 6

  7. Slide 7: Mission

    Mission We develop and deliver semiconductor solutions that move, store, process and secure the world’s data faster and more reliably than anyone else. © 2026 Marvell confidential. All rights reserved. 7

  8. Slide 8: Where we started

    Where we started Marvell: a data infrastructure pure-playData Infrastructure ~98% Consumer ~2% Data Infrastructure 38% Consumer 62% © 2026 Marvell confidential. All rights reserved. 8

  9. Slide 9: A decade of transformation and growth

    A decade of transformation and growth ~25x Increase in Marvell share price over the last decade $18 CY2016 © 2026 Marvell confidential. All rights reserved. 9

  10. Slide 10: Marvell IP leadership

    Marvell IP leadership Focused investment enables first-to-market advantage © 2026 Marvell confidential. All rights reserved. 10

  11. Slide 11: Data center portfolio

    Data center portfolio Storage Switching Interconnect Custom © 2026 Marvell confidential. All rights reserved. 11

  12. Slide 12: Marvell's core behaviors

    Marvell’s core behaviors Act with integrity and treat everyone with respect Say what you mean, do what you say Be inclusive and embrace the diversity of people and opinions Lying and arrogance are unacceptable Innovate to solve customer needs Understand the customer’s needs and focus innovation to m

  13. Slide 13: Marvell global presence

    Marvell global presence Argentina~390 Europe~310 India~2,500 Vietnam~670 Israel~470 Singapore~610 Taiwan~330 Canada~460 US~3,670 © 2026 Marvell confidential. All rights reserved. 13

  14. Slide 14: Next Steps

    Next Steps © 2026 Marvell confidential. All rights reserved. 14

  15. Slide 15: Timeline

    Timeline November 2 Announce combination Hold employee meetings December Begin integration planning First Half of CY 2028 Expected closing We will keep you informed of our ongoing progress © 2026 Marvell confidential. All rights reserved. 15

  16. Slide 16: Our approach to integration

    Our approach to integration 1 Combining the best of both teams 2 Strategy first, then team, then structure 3 Honor reputation of both companies 4 Deliver on our commitments to customers and other stakeholders © 2026 Marvell confidential. All rights reserved. 16

  17. Slide 17: Marvell and Lumentum will continue operating as separate companies until closing

    Marvell and Lumentum will continue operating as separate, independent companies until closing © 2026 Marvell confidential. All rights reserved. 17

  18. Slide 18: Q&A

    Q&A

  19. Slide 19: Marvell

    MARVELL TM

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