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Torrey Sandler

Director and Senior Equity Research Analyst at Stifel

Torrey Sandler is a Director and Senior Equity Research Analyst at Stifel, focusing on the coverage of technology hardware companies, with a particular specialization in the semiconductor and related communications sectors. He provides analysis on firms such as MACOM Technology Solutions, and has been featured on company earnings calls offering industry insights and investment commentary. Sandler has built his career in equity research after obtaining extensive training and credentials, including active FINRA registration and relevant securities licenses. Recognized for his methodical and data-driven approach, he has consistently delivered research that is valued for both accuracy and actionable recommendations in the technology investment landscape.

Torrey Sandler's questions to MACOM Technology Solutions Holdings (MTSI) leadership

Question · Q4 2025

Torrey Sandler asked for directional growth expectations across MACOM's three segments for fiscal 2026, considering the strong growth in data center and telecom in the current year, and inquired about potential capacity tightness or stretching lead times given accelerating growth momentum.

Answer

President and CEO Steve Daly projected double-digit growth for fiscal 2026, with no less than mid-teens on the top line, driven primarily by data center, followed by industrial/defense and telecom, expecting improved operating income and earnings growth. Mr. Daly acknowledged stress points in operations and supply chain due to rapid growth but affirmed the team's effective management, capacity availability, and proactive measures like moving 200 gig PD production to the Lowell facility.

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Question · Q4 2025

Torrey Sandler asked for directional insights into MACOM's growth across its three segments for fiscal year 2026, particularly in light of strong prior-year growth in data center and telecom. He also inquired about potential capacity tightness or stretching lead times given the accelerating growth momentum.

Answer

Steve Daly, President and CEO, MACOM, projected double-digit growth, at least mid-teens, for fiscal 2026 in a base case, with data center as the strongest driver, followed by industrial & defense and telecom. He acknowledged stress points in operations due to rapid growth but affirmed the team's effective management and proactive capacity expansion, citing the relocation of 200 gig PD production to the Lowell facility.

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