Description

Can MACOM’s Coherent Light Push Unlock The Next Big Data Center Wave?

MACOM Technology Solutions Holdings, Inc. reported financial results for the second fiscal quarter of 2026 reflecting sequential growth across its three core end markets: Data Center, Industrial and Defense (I&D), and Telecom. Revenue totaled $289 million, an increase of 6.4% sequentially and over 22% year-over-year, supported by a backlog at record levels and a book-to-bill ratio of 1.5:1, indicating strong demand momentum. The Data Center segment drove much of the growth with sequential revenue rising approximately 14.5%, reaching record levels alongside the I&D business, which grew 2.5% sequentially. Telecom also increased by 3% sequentially, with expectations for more momentum in the coming fiscal year due to Low Earth Orbit (LEO) satellite programs and other initiatives.