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MACOM Technology Solutions Holdings, Inc. reports developments tied to its high-performance semiconductor business for Industrial and Defense, Data Center and Telecommunications markets. The company designs and manufactures RF, microwave, analog and mixed-signal, and optical semiconductor technologies used by original equipment manufacturers and distributors.
Recurring news includes quarterly and annual financial results, GAAP and non-GAAP performance measures, and product announcements across optical transceivers, copper interconnects, linear equalizers, cable drivers, modulator drivers and satellite communications solutions. Company updates also cover technology demonstrations, manufacturing capabilities and quality certifications for automotive, aerospace, international quality and environmental management standards.
MACOM (Nasdaq: MTSI) reported fiscal Q2 2026 results for the quarter ended April 3, 2026. Revenue was $289.0M (+22.5% YoY, +6.4% QoQ). GAAP gross margin was 56.9% and adjusted gross margin was 58.5%. GAAP net income was $46.3M, $0.60 diluted; adjusted net income was $84.3M, $1.09 diluted. For fiscal Q3 ending July 3, 2026, MACOM expects revenue $331M–$339M, adjusted gross margin 59.0%–60.0%, and adjusted EPS $1.31–$1.37 (78.5M diluted shares, non-GAAP tax rate ~3%).
MACOM (NASDAQ:MTSI) will enter Long-Term Supply Agreements (LTSAs) with IQE plc for epitaxial services across multiple technologies and will participate in a financing transaction with IQE. MACOM proposes a £45 million investment via equity and a convertible loan note and will receive a board seat. The transactions are subject to customary closing conditions, including certain regulatory clearances. MACOM says the agreements aim to strengthen supply-chain resilience and support its growth strategy.
MACOM (Nasdaq: MTSI) will report second quarter results for the period ended April 3, 2026, before market open on May 7, 2026. A live conference call and webcast will be held at 8:30 a.m. ET on May 7, 2026, hosted by Stephen G. Daly and John F. Kober. Investors must register for user-specific access codes on the company investor relations website. A replay will be posted within 24 hours and remain available for approximately 90 days.
MACOM Technology Solutions (NASDAQ:MTSI) will showcase RF and optoelectronics solutions for SATCOM at SATShow Week, March 24–26, 2026 in Washington, D.C. Booth 1637 will feature live demonstrations of GaN power amplifiers, low-noise receivers, FSO and RF-over-fiber components for next‑generation satellite networks.
Highlights include L/S-band D2D transmit/receive hardware, a 25W Ka-band PA, a linearized Q-band MMIC PA and optical transport architectures.
MACOM (NASDAQ:MTSI) announced two new 448G per lane PAM4 drivers—MAOM-025408 Mach-Zehnder Driver and MAOM-022404 EML Driver—available March 17, 2026 to accelerate 1.6T and 3.2T optical transceiver development.
Both drivers deliver >120 GHz RF bandwidth, support silicon photonics, EML and TFLN modulators, are offered as wire-bondable or bumped die for flip-chip and 3D assemblies, and require no external bias components to simplify integration and reduce BOM.
MACOM (NASDAQ:MTSI) announced availability of the MACD-41804 Cable Driver with Equalizer, a low-power, high-density copper connectivity solution for scale-up applications.
The device integrates input equalization, broad dynamic range, optional gain adaptation and mission-mode diagnostics, supports 1.6T OSFP form factors, and is available in bumped die flip-chip packaging. MACOM will demonstrate it at OFC 2026 in Los Angeles, March 17–19, 2026.
MACOM (NASDAQ:MTSI) introduced the industry’s first PCIe 7.0–optimized linear equalizers, the MAEQ-39964 and MAEQ-39966, supporting 128 GT/s operation and extending passive copper cable reach while preserving protocol transparency.
Devices support PCIe 7.0, PCIe 6.0 and CXL, come in a 91-pin BGA, and are shown at OFC 2026, March 17–19.
MACOM (NASDAQ:MTSI) will exhibit at OFC 2026, March 17–19, 2026 at the Los Angeles Convention Center, Booth 1227. The company will demonstrate photonics, optoelectronic and copper interconnect solutions including 3.2T optical transmit, 1.6T ecosystems, PCIe 6.0/7.0 interconnects, 800G LR2 coherent lite modules, CW lasers, onboard equalization, and optical components.
MACOM technical staff will be on-site to discuss system architectures, application requirements and roadmap alignment; meeting scheduling information is available via the company website.
Active Copper Cable Multi-Source Agreement (ACC-MSA) launched Feb 23, 2026, unites 13 networking, semiconductor and cabling leaders including AMD, Cisco, NVIDIA, MACOM (co-chair) and Semtech (co-chair).
The consortium will define electrical, firmware and testing specifications for interoperable ACCs focused on integrated linear equalizers to extend copper reach, lower power, cost and latency for short-reach AI and high-performance interconnects.
MACOM (Nasdaq: MTSI) reported fiscal Q1 2026 results for the quarter ended Jan 2, 2026. Revenue was $271.6M, up 24.5% year-over-year and 4.0% sequentially. GAAP net income was $48.8M, $0.64 diluted EPS; adjusted net income was $78.2M, $1.02 adjusted EPS.
Management provided Q2 revenue guidance of $281M–$289M, adjusted gross margin guidance 57.0%–59.0%, and adjusted EPS guidance $1.05–$1.09 using ~77.7M diluted shares and a 3% non-GAAP tax rate.