Data Center Demand Lifts MACOM's Revenue Outlook
Hardware buyers and data center operators should expect supply for high-speed chips to stay tight through fiscal 2027.
Updated on Nov. 7, 2026 in Corporate Finance
MACOM Technology Solutions Holdings reported fiscal fourth-quarter 2026 revenue of $424.8 million and guided first-quarter fiscal 2027 revenue to $450 million to $460 million. The chipmaker's data center business, which grew 74% in fiscal 2026, is central to the outlook for U.S. operators in the AI infrastructure supply chain.
Why it matters
MACOM's guidance points to continued strong demand for data center semiconductors and optical components, which drive the buildout of AI and cloud infrastructure. For operators in hardware, networking, and data center services, the outlook signals that supplier capacity and pricing in this segment remain tight relative to the broader market.
MACOM reported fiscal fourth-quarter 2026 revenue of $424.8 million and adjusted EPS of $2.09. Its data center revenue grew 74% in fiscal 2026, and its base case calls for about 80% growth in fiscal 2027, with first-quarter revenue guided to $450 million to $460 million.
The players
MACOM Technology Solutions Holdings
A semiconductor company that designs high-speed analog and mixed-signal components used in data center, telecom, and industrial networking equipment.
Stephen Daly
President, CEO and Chairman of MACOM Technology Solutions Holdings, who presented the company's fiscal fourth-quarter 2026 results.
The details
MACOM sells semiconductors used in high-speed data transmission inside data centers, so its revenue tracks the capital spending of companies building AI and cloud capacity. Its gross margin guidance of 62% to 63% for the first quarter indicates how much of each revenue dollar it expects to keep after production costs. Because data center revenue is growing faster than the company overall, mix shift toward this segment is a central driver of the outlook.
Timeline
Fiscal 2026: data center revenue grew 74% year-over-year.
Fiscal fourth-quarter 2026: revenue of $424.8 million and adjusted EPS of $2.09 reported.
First-quarter fiscal 2027: revenue guidance of $450 million to $460 million and 62% to 63% gross margin.
Market Landscape
MACOM's data center growth reflects the hyperscale cloud operators' sustained AI infrastructure spending that has pushed demand for high-speed networking components since 2023. The company's guidance extends that trend into fiscal 2027, placing it among suppliers whose results track the pace of data center capital expenditure.
Operators in hardware procurement and data center services should expect continued tight supply and firm pricing for high-speed networking components through fiscal 2027. Finance teams tracking supplier risk should monitor whether MACOM's guided gross margin of 62% to 63% holds as revenue mix shifts toward data center products.
The takeaway
Operators sourcing high-speed components should treat MACOM's data center growth as a signal that capacity in this segment is being absorbed by hyperscale demand. Procurement teams can track the company's first-quarter fiscal 2027 results against its $450 million to $460 million guidance to judge whether supply conditions are tightening or easing.
Further reading
For broader context on how companies report and guide results, explore Corporate Finance coverage for the United States.
Source note: This article includes information reported by TokenPost.
