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Kyle Blues

Director-level investment strategist at Barclays

Kyle Blues is a Director-level investment strategist at Barclays, specializing in coverage of real estate credit and structured finance markets. He has covered major companies in the commercial mortgage-backed securities sector, including key real estate investment trusts and property firms, and was instrumental in leading strategy and research in this space at Barclays. Blues began his career at Merrill Lynch (Bank of America) where he worked for eight years on the real estate research team before joining Prima Capital Advisors as Chief Financial Officer, prior to his Barclays tenure. He holds credentials in economics and finance with a degree from Moscow Finance Academy and an MBA from Harvard Business School, and is recognized for his analytical acumen and role as a lead strategist in Barclays’ CMBS division.

Kyle Blues's questions to MACOM Technology Solutions Holdings (MTSI) leadership

Question · Q4 2025

Kyle Blues asked about the performance of the telecom business, inquiring about the biggest pull factors driving its growth through the fiscal year, and sought an update on the progress of ACC engagements with hyperscalers over the past 90 days.

Answer

President and CEO Steve Daly identified 5G and satellite communications (LEO business) as the main pull factors for MACOM's telecom growth, noting continued growth in the metro long-haul segment. Regarding ACC engagements, Mr. Daly confirmed strong interactions with major hyperscalers and excitement about the product set's potential, while adhering to a policy of discussing successes retrospectively.

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Question · Q4 2025

Kyle Blues asked about the outlook for the telecom business through the fiscal year, inquiring about the biggest pull factors, and also sought an update on the progress of ACC engagements over the past 90 days.

Answer

Steve Daly, President and CEO, MACOM, identified 5G and satellite communications/LEO as the main pull factors for telecom, expecting continued growth in metro long-haul. Regarding ACC engagements, Mr. Daly stated MACOM has great engagements with major hyperscalers but does not comment on pre-revenue topics.

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