MACOM (MTSI) Q2 FY26 earnings call

MACOM delivered a strong second fiscal quarter, marked by record bookings and robust sequential growth across all end markets, particularly in Data Center. The company is benefiting from its diversified product portfolio and strategic investments in high-growth areas like 1.6T optical modules and advanced GaN technologies. Management expects continued momentum into the second half of FY26, driven by Data Center and Industrial & Defense, with Telecom growth anticipated to accelerate in FY27.