MACOM delivered a stunning quarter with book-to-bill hitting a record 1.5. Riding the 1.6T ramp and AI infrastructure build-out, it sharply raised its data center revenue guidance, with optical communications and high-frequency GaN set to drive the next wave of explosive growth.

MACOM posted a record quarter with all three end markets growing and book-to-bill at an all-time-high 1.6. It sells chips, not modules, yet sits inside every optical interconnect architecture. Here are the hard numbers and management's real signals in three minutes.