earnings
Historic Bookings and Investments: MACOM Expands Operating Leverage (MTSI Q2 2026 Earnings Call)
MACOM Technology Solutions Holdings, Inc. achieved record performance in the second quarter of fiscal 2026 as robust customer demand across all key end markets fueled the largest quarterly bookings in the company's history. Chief Executive Officer Stephen Daly highlighted that the company's growth strategy centered on high-power, high-frequency, and high-data-rate technologies is successfully positioning the business as a critical strategic partner. Strong execution across manufacturing facilities and optimized capacity planning enabled the business to expand operating leverage and capitalize on the expanding optical communications wave.