MTSI Q4 Earnings Call Highlights Data Center Growth and Margin Gains

MACOM Technology Solutions (MTSI) reported fourth-quarter fiscal 2026 results exceeding expectations, with revenues of $424.8M and adjusted EPS of $2.09. The company projects fiscal 2027 data center revenue growth of approximately 80%, exceeding the 74% achieved in FY2026. Management guided Q1 FY2027 revenues of $450M-$460M with adjusted EPS of $2.21-$2.29 and gross margins of 62-63%. MTSI targets operating margins above 40% in FY27, supported by record backlog, manufacturing expansion, and optical technology development.