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Macom Technology Solutions Holdings Inc   (NASDAQ: MTSI)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Macom Technology Solutions Holdings Inc's Customers Performance

MTSI



 
MTSI's Source of Revenues Macom Technology Solutions Holdings Inc's Corporate Customers have recorded a rise in their cost of revenue by 21.66 % in the 2 quarter 2026 year on year, sequentially costs of revenue were trimmed by -13.8 %. During the corresponding time, Macom Technology Solutions Holdings Inc recorded a revenue increase by 22.5 % year on year, sequentially revenue grew by 6.39 %. While revenue at the Macom Technology Solutions Holdings Inc 's corporate clients recorded rose by 20.3 % year on year, sequentially revenue fell by -7.5 %.

List of MTSI Customers




Macom Technology Solutions Holdings Inc's Customers have recorded a rise in their cost of revenue by 21.66 % in the 2 quarter 2026 year on year, sequentially costs of revenue were trimmed by -13.8 %, for the same period Macom Technology Solutions Holdings Inc recorded revenue increase by 22.5 % year on year, sequentially revenue grew by 6.39 %.

List of MTSI Customers

Macom Technology Solutions Holdings Inc's Business Units
United States    104.89 % of total Revenue
China and Hong Kong    92.97 % of total Revenue
Asia Pacific, excluding China    30.46 % of total Revenue
Industrial Defense    35.47 % of total Revenue
Reportable    263.79 % of total Revenue




   
Customers Net Income grew in Q2 by Customers Net margin grew to
38.37 % 13.37 %
Customers Net Income grew in Q2 by 38.37 %


Customers Net margin grew to 13.37 %



Macom Technology Solutions Holdings Inc's Customers, Q2 2026 Revenue Growth By Industry
Customers in Aerospace & Defense Industry      8.67 %
Customers in Construction Services Industry      17.2 %
Customers in Miscellaneous Manufacturing Industry      32.74 %
Customers in Ship & Boat Building Industry      10.29 %
Customers in Conglomerates Industry      8.74 %
Customers in Electronic Parts & Equipment Industry      31.03 %
Customers in Auto & Truck Parts Industry      4.4 %
Customers in Coal Mining Industry -3.65 %   
Customers in Miscellaneous Financial Services Industry -28.03 %   
Customers in Medical Laboratories Industry      27.27 %
Customers in Laboratory Analytical Instruments Industry      10.01 %
Customers in Communications Services Industry      18.6 %
Customers in Communications Equipment Industry      24.75 %
Customers in Computer Hardware Industry      29.77 %
Customers in Computer Networks Industry      12.04 %
Customers in Computer Peripherals & Office Equipment Industry      26.7 %
Customers in IT Infrastructure Industry      31.56 %
Customers in Cloud Computing & Data Analytics Industry      3.31 %
Customers in Semiconductors Industry      10.62 %
Customers in Software & Programming Industry      16.55 %
Customers in Consumer Electronics Industry      2.69 %
     
• Customers Valuation • Customers Mgmt. Effect.


Macom Technology Solutions Holdings Inc's Comment on Sales, Marketing and Customers



The company serves over 6,000 end customers across three primary markets: (1) Industrial and Defense (I&D), including military and commercial radar, RF jammers, electronic countermeasures, communication data links, space-related electronics, and various wired and wireless applications in industrial, medical, test and measurement, and scientific sectors; (2) Data Center, covering intra-Data Center and Data Center Interconnect (DCI) applications with speeds ranging from 100G to 1.6T and higher, providing analog integrated circuits and photonic components for high-speed connectivity; and (3) Telecom, encompassing carrier infrastructure such as long-haul and metro networks, 5G and 6G infrastructure, satellite communications (SATCOM), and Fiber-to-the-X (FTTx)/passive optical networks (PON). The company supplies electronic components integrated into larger systems including wireless base stations, high-capacity optical networks, data center networks, radar, medical systems, satellite networks, and test and measurement equipment. Product life cycles vary from less than five years to over twenty years. The company aims to expand its addressable markets, product portfolio, and customer relationships to increase market share.





Macom Technology Solutions Holdings Inc’s Comment on Sales, Marketing and Customers


The company serves over 6,000 end customers across three primary markets: (1) Industrial and Defense (I&D), including military and commercial radar, RF jammers, electronic countermeasures, communication data links, space-related electronics, and various wired and wireless applications in industrial, medical, test and measurement, and scientific sectors; (2) Data Center, covering intra-Data Center and Data Center Interconnect (DCI) applications with speeds ranging from 100G to 1.6T and higher, providing analog integrated circuits and photonic components for high-speed connectivity; and (3) Telecom, encompassing carrier infrastructure such as long-haul and metro networks, 5G and 6G infrastructure, satellite communications (SATCOM), and Fiber-to-the-X (FTTx)/passive optical networks (PON). The company supplies electronic components integrated into larger systems including wireless base stations, high-capacity optical networks, data center networks, radar, medical systems, satellite networks, and test and measurement equipment. Product life cycles vary from less than five years to over twenty years. The company aims to expand its addressable markets, product portfolio, and customer relationships to increase market share.








MTSI's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Macom Technology Solutions Holdings Inc 20,858.42 1,073.82 176.75 2,000
Preformed Line Products Company 1,910.17 697.09 34.30 3,734
Osi Systems inc 3,254.55 1,805.38 152.22 7,806
Ondas Inc 3,837.38 70.74 327.73 495
Okta Inc 30,504.64 2,687.00 40.00 6,366
Optical Cable Corporation 121.74 77.60 6.07 201
SUBTOTAL 17,626,301.95 3,385,523.85 413,040.77 5,832,718
105 more clients available

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Sources: Macom Technology Solutions Holdings Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Macom Technology Solutions Holdings Inc’s corporate clients.
For your research, we’ve provided 9 tables on Macom Technology Solutions Holdings Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
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