Market PositionMACOM's lasers and high-performance connectivity solutions play a key role in important new categories such as active copper cables and linear pluggable optics, with its CW laser portfolio well positioned to gain share as silicon photonics proliferates.
Revenue GrowthQ4 revenue guidance of $260M at the midpoint was ahead of the $253.5M expectation with EPS of $0.93 about a penny ahead of consensus, despite the $0.02 negative impact from the fab transition.
Strategic ExecutionThe MACOM management team has transformed the company from a money-losing operation to one poised to generate significant earnings and revenue through strategic execution.