MACOM (MTSI) Q3 FY26 earnings call

MACOM delivered robust Q3 FY26 results, driven by record bookings and strong demand across all end markets, particularly Data Center and Industrial & Defense. The company is actively expanding its product portfolio and manufacturing capacity, focusing on high-power, high-frequency, and high-data-rate solutions. Management anticipates continued sequential improvements in gross and operating margins, with significant growth projected for the Data Center segment into FY27.