MACOM (MTSI) Q1 FY26 earnings call

MACOM delivered a strong Q1 FY26, marked by record revenue and operating income, driven by robust demand across all end markets. The company raised its full-year Data Center growth outlook, fueled by 1.6T PAM4 products and expanding photonics portfolio. Management is focused on leveraging strategic opportunities in 5G and SATCOM, while continuing to optimize manufacturing and manage capital effectively.