Replay available

MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 Earnings Call

MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) Q2 2026 earnings conference call, held 2026-05-07. Replay captured from the company's public earnings webcast.

Thu, May 7, 2026 at 8:30 AMendedReplay
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2026 Earnings Call

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Featured presenters

Steve Ferranti

Senior Vice President of Corporate Development and Investor Relations

Steve Daly

President and Chief Executive Officer

Jack Kober

Chief Financial Officer

Blaine Curtis

Analyst, Jefferies & Company

Tom O'Malley

Analyst, Barclays Capital

Quinn Bolton

Analyst, Nehan & Company

Christopher Rowland

Analyst, Susquehanna

Unknown Analyst

Analyst

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.978 Welcome to MACOM's second fiscal quarter 2026 conference call. 00:00:04.978 -- 00:00:09.364 This call is being recorded today, Thursday, May 7, 2026. 00:00:09.364 -- 00:00:12.768 At this time, all participants are on a listen-only mode. 00:00:12.768 -- 00:00:17.014 I will now turn the call to Mr. Steve Ferranti, MACOM's Senior Vice President of Corporate 00:00:17.014 -- 00:00:21.640 Development and Investillation. Mr. Ferranti, please go ahead. 00:00:21.640 -- 00:00:26.026 Thank you, Olivia. Good morning, and welcome to our call to discuss MACOM's financial 00:00:26.026 -- 00:00:29.968 results for the second fiscal quarter of 2026. 00:00:30.035 -- 00:00:33.639 I would like to remind everyone that our discussion today will contain forward-looking 00:00:33.639 -- 00:00:38.283 statements, which are subject to certain risks and uncertainties, as defined in the Safe 00:00:38.283 -- 00:00:42.227 Harbor for Forward-Looking Statements contained in the Private Securities Litigation 00:00:42.227 -- 00:00:47.613 Reform Act of 1995. Actual results may differ materially from those discussed 00:00:47.613 -- 00:00:52.177 today. For a more detailed discussion of the risks and uncertainties that can result 00:00:52.177 -- 00:00:57.085 in those differences, we refer you to MACOM's filings with the SEC. 00:00:57.085 -- 00:01:01.529 Management statements during this call will also include a discussion of certain adjusted 00:01:01.529 -- 00:01:04.172 non-GAAP financial information. 00:01:04.172 -- 00:01:08.816 A reconciliation of GAAP to adjusted non-GAAP results are provided in the company's press 00:01:08.816 -- 00:01:12.940 release and related Form 8K, which was filed with the SEC today. 00:01:12.940 -- 00:01:18.566 With that, I'll turn over the cal...