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Beyond analysts' top-and-bottom-line estimates for M/A-Com (MTSI), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2026.
MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.
MXL heads into Q2 earnings results with strength across four end markets as AI data center, storage, broadband and 5G infrastructure demand builds.
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Small Cap Fund”. A copy of the letter is available to download here. US equities were mixed in Q1 2026, with major indices hitting all-time highs in January before retreating amid geopolitical tensions, changing monetary policy, and economic uncertainty. Energy […]
MACOM’s second quarter results for 2026 were met with a notably positive market response, reflecting ongoing strength across its core end markets. Management emphasized robust customer demand in Data Center, Industrial, and Defense, all of which contributed to significant year-over-year growth. CEO Stephen Daly credited increased bookings—particularly in Data Center, where both revenue and backlog reached new highs—and pointed to operational improvements that enhanced gross and operating margins
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