MACOM Technology Solutions Holdings, Inc. · MTSI · Next earnings

MACOM Technology Solutions Holdings, Inc. reports Thursday, Feb 4, 2027

MTSI reports before market open with consensus EPS at $2.02 and revenue at $431.0M. Last quarter: MACOM enters FY2027 with strong data-center demand and a capacity buildout

Reports Before market open89 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $2.02 Calendar consensus
Consensus revenue $431.0M Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session Before market open 89 days away

Where MTSI left off: FY2026 Q4

Full report

MACOM enters FY2027 with strong data-center demand and a capacity buildout

EPS surprise +4.5% Reported $2.09 vs $2.00
Revenue surprise +1.1% Reported $424.8M vs $420.4M
Stock move -18.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Management maintained its stated outlook and described a FY2027 target of $2 billion in revenue, with a base case of approximately 80% year-over-year data-center growth. It also expects FY2027 capital spending to rise as it expands capacity.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Capacity expansion or new-product ramps may not proceed as planned.
  • Telecom PON and broadband markets may be soft early in FY2027.
  • Higher raw-material, energy, and labor costs may pressure margins or require pricing actions.
  • Large defense and satellite programs may be delayed.
  • Hyperscaler spending in 2028 remains a source of uncertainty.

Questions analysts left open

  • How durable the gross-margin improvement will be.
  • Whether fab capacity and external SiGe foundry supply will be ready for demand.
  • The timing of telecom growth in FY2027.
  • The timeline for CW laser and near-packaged optics commercialization.
  • Whether higher pricing can offset inflationary costs.

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Recent MTSI quarters

All MTSI earnings
-18.4%FY2026 Q4+14.5%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.