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MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 ...
SA Transcripts · 2026-05-08 · via All Articles on Seeking Alpha

Q2: 2026-05-07 Earnings Summary

EPS of $1.09 beats by $0.02

 | 

Revenue of

$288.96M

(22.50% Y/Y)

beats by $4.36M

MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 Earnings Call May 7, 2026 8:30 AM EDT

Company Participants

Stephen Ferranti - Senior Vice President of Corporate Development & Investor Relations
Stephen Daly - President, CEO & Chairman
John Kober - CFO & Senior VP

Conference Call Participants

Blayne Curtis - Jefferies LLC, Research Division
Thomas O'Malley - Barclays Bank PLC, Research Division
Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division
Quinn Bolton - Needham & Company, LLC, Research Division
Sean O'Loughlin - TD Cowen, Research Division
William Stein - Truist Securities, Inc., Research Division
Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division
Timothy Savageaux - Northland Capital Markets, Research Division
Karl Ackerman - BNP Paribas, Research Division

Presentation

Operator

Welcome to MACOM's Second Fiscal Quarter 2026 Conference Call. This call is being recorded today, Thursday, May 7, 2026. [Operator Instructions]

I will now turn the call to Mr. Steve Ferranti, MACOM's Senior Vice President of Corporate Development and Investor Relations. Mr. Ferranti, please go ahead.

Stephen Ferranti
Senior Vice President of Corporate Development & Investor Relations

Thank you, Olivia. Good morning, and welcome to our call to discuss MACOM's financial results for the second fiscal quarter of 2026.

I would like to remind everyone that our discussion today will contain forward-looking statements, which are subject to certain risks and uncertainties as defined in the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those discussed today. For a more detailed discussion of the risks and uncertainties that could result in those differences, we refer you to MACOM's filings with the SEC.

Management's statements during this call will also include a discussion of certain adjusted non-GAAP financial information. A reconciliation of GAAP to adjusted non-GAAP results are provided in the company's press release and related