MACOM Technology updates worth following

RF, microwave and optical semiconductors. TickerStar monitors official filings, investor releases, earnings, and call updates for MACOM Technology. Subscribe to MTSI alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

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WebcastEarnings call webcastAug 10, 2026

MTSI Post-Call: 1.6T/800G Ramp Drives Record Backlog; CW Laser Confidence High

MACOM’s fiscal Q3 call reinforced a powerful growth narrative, with management highlighting a record 1.6-to-1 book-to-bill ratio and a massive sequential jump in Data Center revenue. Beyond the immediate Q4 guidance raise, the discussion centered on MACOM’s expanding Served Addressable Market (SAM) to $15B by 2027, underpinned by a doubling of R&D spending over three years and critical technical milestones in high-power CW lasers and Indium Phosphide photonics that position the company to capture significant mar...

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SEC filingSEC filingAug 6, 2026

MTSI 10-Q filed 2026-08-06 | Key takeaways

MTSI filed its 10-Q; the most relevant disclosure change is added Long-term investments (IQE plc): New Long-Term Investments line on the balance sheet of $102.1M as of July 3, 2026, comprising a $90.0M equity-method investment in IQE plc (approximately 12% ownership) and a $12.1M convertible loan note, both accounted for under the fair value option with cha. Customer concentration: Customer A represented 23% of revenue; Customer A represented 19% of revenue.

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EarningsOfficial company sourceAug 6, 2026

MACOM reports fiscal Q3 2026 results: revenue $342.2M (+35.8% YoY), GAAP EPS $1.28, and Q4 FY2026 revenue guidance of $415-$425M

MACOM Technology Solutions Holdings reported fiscal third quarter 2026 revenue of $342.2 million, up 35.8% year-over-year and 18.4% sequentially, with GAAP diluted EPS of $1.28 and non-GAAP diluted EPS of $1.40. GAAP operating margin expanded to 22.5% and adjusted operating margin to 31.5%, while nine-month operating cash flow rose 21.6% to $201.6 million. For fiscal fourth quarter 2026, MACOM guided revenue of $415 million to $425 million, adjusted gross margin of 60.0% to 61.0%, and adjusted diluted EPS of $1....

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