MACOM Technology Solutions Holdings Earnings Call Transcripts
Fiscal Year 2026
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Q2 delivered record revenue and profitability, led by data center and defense growth, with strong bookings and a robust outlook. FY26 guidance was raised, with data center revenue now expected to grow over 60% and continued margin expansion anticipated.
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Record Q1 revenue and EPS were driven by strong demand across all end markets, with data center growth outlook raised to 35%-40% year-over-year. Sequential margin improvements and robust bookings support continued profitability, while strategic investments and capacity expansions position the company for further growth.
Fiscal Year 2025
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Q4 and FY25 saw record revenue and strong EPS growth, driven by data center and defense. FY26 guidance calls for continued double-digit growth, margin expansion, and robust demand in data center, telecom, and defense, supported by new product launches and capacity investments.
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Record Q3 revenue and EPS driven by strong growth in all end markets, robust cash generation, and new product adoption. Full control of the RTP fab accelerates capacity expansion, with near-term margin headwinds expected to reverse in 2026. Double-digit growth and record earnings are forecast.
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Record Q2 revenue and EPS were driven by strong growth in Data Center, Telecom, and Defense, with robust bookings and a record backlog. Guidance calls for continued sequential growth in all end markets, led by Industrial & Defense, and ongoing investment in R&D and capacity expansion.
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Q1 2025 saw record revenue of $218.1M and strong sequential growth across all end markets, with Data Center and Industrial & Defense at record highs. Guidance for Q2 projects continued growth, led by Data Center, and gross margin stabilization. Backlog and book-to-bill remain robust.
Fiscal Year 2024
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Q4 and FY24 saw record revenue, strong cash flow, and robust growth in data center and defense segments. FY25 guidance projects continued sequential growth, led by data center, with a focus on margin improvement and new product introductions.
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Q3 FY24 revenue rose 5.1% sequentially to $190.5M, with strong growth in data center and telecom, and robust cash flow. Q4 guidance projects continued sequential growth across all end markets, led by data center, and full-year outlook expects data center up ~35% and I&D up ~10%.