Facts that name Lumentum, newest first.
Marvell contributes $12.6 billion (FQ3'27 guidance) and Lumentum $5.1 billion (FQ1'27), on a most-recent-quarter annualized basis. Pro forma gross margin is 58% and 53% combine to 57%, and operating margin is 39%.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The combined TAM is shown as Marvell $400B plus Lumentum $90B+ for CY30. Sources cited are Marvell's October 6, 2026 Investor Day and Lumentum's March 17, 2026 OFC briefing.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026
The presentation says the combination pairs Marvell's interconnect with Lumentum's lasers and photonics. It cites $1B+ in run-rate synergies, primarily COGS, and expected accretion to Marvell non-GAAP EPS in year one post-close.
LumentumMarvell Source: Lumentum Holdings Inc. 8-K, filed Nov 2, 2026