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MACOM Technologies Goes All-In On AI Optics — 800G & 1.6T Drive The Next Wave!

MACOM Technologies, Inc. reported financial results for the third fiscal quarter of 2026, with continued growth across Data Center, Industrial and Defense, and Telecom. Quarterly revenue reached $342.2 million, up 18.4% sequentially and 35.8% year over year. Adjusted earnings per share rose to $1.40 from $1.09 in the prior quarter, supported by strong demand and operational improvements. The book-to-bill ratio reached a record 1.6:1, indicating robust orders and a growing backlog. Data Center revenue increased 40% sequentially to $137.6 million, driven mainly by 800G and 1.6T PAM4 products, photonic semiconductors, and optical connectivity solutions. Growth spanned multiple data rates, including new-generation transimpedance amplifiers, driver products, and Indium Phosphide lasers and photodetectors. MACOM is progressing toward qualifying a 75-milliwatt continuous wave laser for production in late 2027, while remaining cautious about full-scale manufacturing readiness. Industrial and Defense revenue grew 11% sequentially to $133.