MACOM Surges with Strong Q3 Results | Business and Finance News

MACOM’s Q3 2026 results are a powerhouse: $342.2M in revenue and $1.40 EPS, fueled by surging demand across data centers, industrial/defense, and telecom. Their record book-to-bill ratio of 1.6x signals strong future orders, while 20+ enterprise customers now spend over $10M annually—up from just 8 two years ago. With a $15B TAM forecast by 2027 and heavy R&D investment, MACOM is scaling its high-power, high-frequency tech to capture market share. Data centers lead with 40% sequential growth, driven by 800G/1.6T products, while industrial/defense hit record highs and telecom shows promise via satellite broadband. Looking ahead, Q4 revenue is projected between $415M–$425M, with EPS between $1.97–$2.03, and all key markets poised for continued expansion. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/62281bd6723b5829