MTSI Q4 Earnings Call Highlights Data Center Growth and Margin Gains

What happened: MACOM Technology Solutions Holdings ($MTSI) discussed accelerating data center demand, expanding manufacturing capacity and improving profitability on its fourth-quarter fiscal 2026 earnings call, with management outlining growth expectations for fiscal 2027. Key numbers: Q4 revenue $424.8 Why it matters: Management sees fiscal 2027 data center growth above the 74% achieved in fiscal 2026, with about 80% as the base case, and targets roughly $2 billion in total fiscal 2027 revenue without formal guidance. Adjusted operating margin is expected to exceed 40% in fiscal 2027. Market: +9.0% by next close ($230.00 on Nov 9), +40.5% YTD Verified: Q3_2026 (Nov 5) EPS $2.09 vs $2.00 est, +4.5% beat; next print ~Feb 4 Coverage: 3 outlets in 24h

MACOM Technology Solutions Holdings ($MTSI) discussed accelerating data center demand, expanding manufacturing capacity and improving profitability on its fourth-quarter fiscal 2026 earnings call, with management outlining growth expectations for fiscal 2027.

Management sees fiscal 2027 data center growth above the 74% achieved in fiscal 2026, with about 80% as the base case, and targets roughly $2 billion in total fiscal 2027 revenue without formal guidance. Adjusted operating margin is expected to exceed 40% in fiscal 2027. Market: +9.0% by next close ($230.00 on Nov 9), +40.5% YTD Verified: Q3_2026 (Nov 5) EPS $2.09 vs $2.00 est, +4.5% beat; next print ~Feb 4