MACOM Technology Solutions Q1 Earnings Call Highlights

Daley said demand remains strong and that MACOM is adding manufacturing capacity to keep up with customer forecasts, adding that the company has indications demand could remain strong into calendar 2027. The CEO also said “turns” business was higher than recent quarters due to strong early-quarter bookings.Revenue grew sequentially in all three end markets and was up 24.5% year-over-year , driven by broad-based growth, according to Kober. By segment, MACOM reported:President and CEO Steve Daley said the com ...