{"filings":[{"id":2088318,"accession_number":"0001493594-26-000036","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2026-08-06T11:33:23+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q3 revenue $342.2M (+35.8% YoY); guides Q4 revenue $415-425M, adj. EPS $1.97-$2.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $342.2M (+35.8% YoY, +18.4% QoQ); GAAP diluted EPS $1.28 vs $0.48 YoY.","Adjusted diluted EPS $1.40 vs $0.90 YoY; adjusted gross margin 59.7% vs 57.6% YoY.","Q4 guidance: revenue $415-425M, adjusted gross margin 60-61%, adjusted EPS $1.97-$2.03.","GAAP net income $100.7M vs $36.5M YoY; operating income $77.1M (22.5% of revenue).","CEO cites 'excellent progress' on growth strategy; conference call Aug 6 at 8:30am ET."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93169,"accession_number":"0001493594-26-000024","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q2 revenue $289M (+22.5% YoY); adj EPS $1.09; guides Q3 rev $331-339M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $289.0M, up 22.5% YoY and 6.4% sequentially; GAAP net income $46.3M ($0.60 diluted EPS).","Adjusted EPS $1.09 vs $0.85 YoY; adjusted gross margin 58.5% vs 57.5% YoY.","Q3 FY2026 guidance: revenue $331M-$339M, adj gross margin 59-60%, adj EPS $1.31-$1.37.","CEO Stephen Daly: 'pleased with first half results; expect strong H2 revenue growth and profitability.'"],"consensus_eps_estimate":null,"consensus_eps_actual":1.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":560567000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104571,"accession_number":"0001493594-26-000021","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2026-03-09T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"MACOM holds 2026 annual meeting; all director nominees elected, say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight director nominees elected with 63M-69M votes For; highest withhold at 6.6M for Jihye Whang Rosenband.","Advisory say-on-pay approved with 69.3M For, 0.57M Against, 0.06M Abstain.","Ratification of Deloitte & Touche as FY2026 auditor passed with 71.7M For, 0.18M Against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104570,"accession_number":"0001493594-26-000016","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q1 revenue up 24.5% YoY to $271.6M; adjusted EPS $1.02; guides Q2 rev $281-289M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $48.8M ($0.64 diluted) vs loss of $167.5M ($2.30 loss) a year ago.","Adjusted gross margin 57.6%, adjusted operating margin 27.2%, adjusted EPS $1.02.","Q2 FY2026 outlook: revenue $281-289M, adjusted gross margin 57-59%, adjusted EPS $1.05-1.09.","Revenue growth driven by semiconductor demand; sequential revenue up 4% from prior quarter.","CEO cites solid start to fiscal 2026 and focus on differentiated solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":271612000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104569,"accession_number":"0001493594-26-000002","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2026-01-12T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MACOM appoints Bryan Ingram as independent director effective Jan 12, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan Ingram appointed to MACOM Board as independent director; will stand for election at 2026 annual meeting.","Ingram previously served as SVP/GM of Broadcom's Wireless Semiconductor Division and COO of Avago Technologies.","He brings over 30 years of semiconductor experience including roles at Avago, Broadcom, and Agilent.","Ingram also serves on boards of Penguin Solutions and Aviat Networks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120843,"accession_number":"0001493594-25-000057","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MACOM promotes Robert Dennehy to COO effective November 25, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert Dennehy, formerly SVP Operations since 2013, appointed SVP & COO.","Annual base salary of $525,000; bonus target 90% of base, max 200% of target.","Promotion equity: $200K RSUs (3-year vest), $300K PRSUs (0-300% payout), $400K rTSR RSUs (0-200% payout).","No family relationships or related-party transactions; at-will employment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120842,"accession_number":"0001493594-25-000049","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q4 revenue up 30% YoY to $261.2M; adj. EPS $0.94; guides Q1 rev $265M-$273M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $45.1M ($0.59 diluted EPS) vs $29.4M ($0.39) a year ago.","Q4 adjusted net income $71.4M ($0.94 diluted EPS) vs $54.2M ($0.73) prior year.","FY 2025 revenue $967.3M (+32.6% YoY); GAAP net loss $54.2M includes $193.1M debt extinguishment charge.","FY 2025 adjusted net income $263.4M ($3.47 diluted EPS) vs $188.2M ($2.56) prior year.","Q1 FY2026 guidance: revenue $265M-$273M, adj. gross margin 56.5%-58.5%, adj. EPS $0.98-$1.02."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.73,"consensus_revenue_estimate":null,"consensus_revenue_actual":967258000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137450,"accession_number":"0001493594-25-000042","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"MACOM director Susan Ocampo to retire effective August 31, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Susan Ocampo notified the Board on August 4, 2025, of her retirement effective August 31, 2025.","Ocampo served as director since August 2010, joining after she and her late husband acquired MACOM in 2009.","CEO Stephen G. Daly thanked Ocampo for 15 years of guidance; no disagreement cited for departure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137449,"accession_number":"0001493594-25-000036","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM posts 32% revenue growth in Q3 FY2025; adj. EPS $0.90; Q4 guidance $256-264M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $252.1M, +32.3% YoY; GAAP net income $36.5M ($0.48 diluted EPS).","Adjusted (non-GAAP) net income $68.2M, $0.90 diluted EPS vs $0.66 prior year.","Adjusted gross margin 57.6% vs 57.5% prior year; adjusted op income 25.2% of revenue.","Q4 FY2025 outlook: revenue $256-264M, adj. gross margin 56-58%, adj. EPS $0.91-0.95."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":706088000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154771,"accession_number":"0001493594-25-000027","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q2 FY2025 revenue $235.9M +30% YoY, adj EPS $0.85 vs $0.59","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $31.7M ($0.42 diluted), up from $15.0M ($0.20) YoY; prior quarter had $167.5M loss on debt extinguishment.","Revenue $235.9M, +30.2% YoY and +8.1% sequentially; GAAP gross margin 55.2% vs 52.5% YoY.","Adjusted gross margin 57.5% (flat sequentially); adjusted operating margin 25.4% vs 22.2% YoY.","Q3 guidance: revenue $246-254M, adj EPS $0.87-0.91, adj gross margin 56.5%-58.5%.","CEO Stephen Daly cited exceptional teamwork for solid Q2 performance."],"consensus_eps_estimate":0.9144,"consensus_eps_actual":-1.85,"consensus_revenue_estimate":null,"consensus_revenue_actual":454009000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173281,"accession_number":"0001493594-25-000023","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-03-11T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"MACOM shareholders elect all director nominees and approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees elected: Peter Chung, Geoffrey Ribar, John Ritchie, Jihye Whang Rosenband, Murugesan Shanmugaraj.","Say-on-pay passed with 66.8M votes for (~96% of votes cast).","Stockholders selected \"1 year\" as the frequency for future advisory votes on executive compensation.","Ratification of Deloitte & Touche as auditor for FY2025 approved with 70.2M votes for.","Broker non-votes: 1,974,428 on all director elections and compensation proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":173280,"accession_number":"0001493594-25-000018","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q1 revenue up 38.8% YoY to $218.1M; adjusted EPS $0.79","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $218.1M (+38.8% YoY, +8.7% QoQ); GAAP net loss $167.5M ($2.30 loss per share) includes $193.1M loss on debt extinguishment.","Adjusted gross margin 57.5%; adjusted operating margin 25.4%; adjusted net income $59.5M / $0.79 diluted EPS.","Guidance Q2 FY2025: revenue $227-233M, adjusted gross margin 57-58%, adjusted EPS $0.82-$0.86.","One-time non-cash debt extinguishment charge from refinancing 0.25% convertible notes due 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":218122000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190301,"accession_number":"0001493594-24-000065","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-12-20T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"MACOM issues $344.3M 0% convertible notes due 2029; exchanges $257.7M of existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $344.3M aggregate principal of 0.000% convertible senior notes due December 2029.","Exchanged ~$257.7M of existing 0.250% convertible notes due 2026 for new notes and ~1.58M shares of common stock.","Raised ~$55.5M in new private placement; net cash proceeds of ~$49.9M for general corporate purposes.","Initial conversion price ~$174.03 per share, a 27.5% premium over $136.49 closing on Dec. 12, 2024.","Notes settle in cash up to principal; excess may be settled in cash or stock at company's election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190300,"accession_number":"0001493594-24-000063","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-12-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"MACOM refinances ~65% of 2026 convertibles with 0% notes due 2029 and common stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exchanges $288.8M of 0.25% notes due 2026 for $257.7M of 0% notes due 2029 and ~1.6M shares.","Issues additional ~$86.6M of new 0% notes in a private subscription, raising gross proceeds.","Transactions expected to close Dec 19, 2024; pro forma net leverage neutral, cash +$61.7M.","New notes have initial conversion price ~$174.03, a 27.5% premium to Dec 12 close of $136.49.","J. Wood Capital and Barclays acted as financial advisors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":190299,"accession_number":"0001493594-24-000056","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q4 revenue $200.7M (+33.5% YoY), adjusted EPS $0.73; guides Q1 above Q4 run rate","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $200.7M (+33.5% YoY); GAAP EPS $0.39, adjusted EPS $0.73 (vs $0.56 YoY).","FY2024 revenue $729.6M (+12.5%); GAAP diluted EPS $1.04, adjusted diluted EPS $2.56.","Q1 guidance: revenue $212-$218M, adjusted gross margin 57%-59%, adjusted EPS $0.75-$0.81.","Adjusted operating income $50.7M (25.2% of revenue) vs $37.2M (24.7%) in prior year Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":729578000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206796,"accession_number":"0001493594-24-000050","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q3 FY2024 revenue $190.5M (+28% YoY); guides Q4 $197-203M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $190.5M (+28.3% YoY, +5.1% QoQ); GAAP diluted EPS $0.27 vs $0.17 YoY.","Adjusted diluted EPS $0.66 vs $0.54 YoY; adjusted net income $48.9M.","GAAP gross margin 53.2% (down from 58.0% YoY); adjusted gross margin 57.5%.","Q4 guide: revenue $197-203M, adj. gross margin 57%-59%, adj. EPS $0.70-$0.76."],"consensus_eps_estimate":null,"consensus_eps_actual":0.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":528868000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":224053,"accession_number":"0001493594-24-000037","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q2 FY2024 revenue $181.2M (+7% YoY) but GAAP EPS $0.20 vs $0.36; guides Q3 rev $187-193M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $181.2M (+7% YoY, +15.3% sequential); GAAP net income $15.0M ($0.20 diluted EPS).","GAAP gross margin 52.5% vs 60.6% YoY; adjusted gross margin 57.1% vs 62.1%.","Adjusted net income $43.2M ($0.59 diluted) vs $56.7M ($0.79) YoY.","Q3 FY2024 guidance: revenue $187-193M, adj. gross margin 56-58%, adj. EPS $0.63-0.69.","Management expects continued improvements in H2 fiscal year performance."],"consensus_eps_estimate":null,"consensus_eps_actual":0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":338382000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243416,"accession_number":"0001493594-24-000034","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-03-13T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"MACOM stockholders approve board declassification and annual director elections","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to declassify board of directors and phase-in annual elections; effective March 12, 2024.","Directors elected: John Ritchie, Jihye Whang Rosenband, Murugesan Shanmugaraj (vote tallies provided).","Non-binding advisory vote on 2023 named executive officer compensation approved: 65.7M for, 1.7M against.","Ratification of Deloitte & Touche as independent auditor for FY2024 approved: 68.7M for, 0.5M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243413,"accession_number":"0001493594-24-000031","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K/A","filed_at":"2024-02-02T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"MACOM completes Wolfspeed RF acquisition; provides acquired business financials","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired RF business had revenue of $163.7M for FY ended June 25, 2023.","Operating loss of $105.0M and net loss of $105.5M for that fiscal year.","Total assets of $150.0M and equity of $99.8M as of June 25, 2023.","Transaction closed on Dec 2, 2023; pro forma combined financials also filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243415,"accession_number":"0001493594-24-000024","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q1 revenue $157.1M (-12.7% YoY), adj. EPS $0.58; guides Q2 rev $178-$184M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $12.5M ($0.17/diluted), down from $29.5M ($0.41) a year ago.","Adjusted gross margin 59.2% vs 62.6% YoY; operating margin 24.5% vs 32.7% YoY.","Q2 FY2024 guidance: rev $178M-$184M, adj. gross margin 56%-58%, adj. EPS $0.56-$0.62.","CEO cites solid start and new growth opportunities in Industrial/Defense, Telecom, Data Center."],"consensus_eps_estimate":null,"consensus_eps_actual":0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":157148000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243414,"accession_number":"0001493594-24-000003","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2024-01-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"MACOM appoints Raj Shanmugaraj (former Acacia CEO) to board as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raj Shanmugaraj appointed to MACOM Board effective January 4, 2024.","He will serve on the Compensation and Nominating and Governance Committees.","Shanmugaraj is SVP/GM at Cisco's Coherent Products Group, formerly CEO of Acacia.","Board determined he is independent per Nasdaq listing rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260805,"accession_number":"0001493594-23-000086","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2023-12-04T23:59:59+00:00","items":["2.01","3.02","7.01","9.01"],"status":"ready","headline":"MACOM completes $75M cash + stock acquisition of Wolfspeed's RF business","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Wolfspeed's RF business on Dec 2, 2023 for $75M cash and 711,528 shares of MTSI common stock.","Purchase price includes $50M worth of stock based on trailing 30-day average closing price.","Transaction was previously announced on Aug 22, 2023; financial statements to be filed within 71 days.","CEO Stephen Daly expressed commitment to supporting product and foundry customers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260804,"accession_number":"0001493594-23-000076","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2023-11-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM Q4 revenue down 15.6% YoY to $150.4M; adj EPS $0.56 vs $0.77 last year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $24.5M ($0.34/diluted) vs $239.3M ($3.36) in prior-year Q4 which included a $202.8M tax benefit.","FY2023 revenue $648.4M, down 4.0% YoY; adjusted gross margin 61.3% vs 62.0%.","Adjusted Q4 operating margin 24.7% vs 32.0% a year ago; adjusted net income $40.1M ($0.56/diluted).","Q1 FY2024 guidance: revenue $149-153M; adj gross margin 59-61%; adj EPS $0.55-0.59.","CEO cites focus on highest frequency/power/data rate applications to strengthen position in FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":648407000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278081,"accession_number":"0001493594-23-000070","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K/A","filed_at":"2023-08-29T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"MACOM to acquire Wolfspeed's RF business for $75M base cash purchase price","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Base cash purchase price of $75 million, subject to working capital adjustment.","Acquisition includes assets, contracts, and employees tied to Wolfspeed's RF business.","Agreement includes non-compete and non-solicitation covenants from Wolfspeed.","RTP fab transfer and right of first offer on certain Seller operations are included.","Closing subject to regulatory approvals and other customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":278083,"accession_number":"0001493594-23-000060","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2023-08-22T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"MACOM to acquire Wolfspeed's RF business for $125M; 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GAAP EPS $0.17, adjusted $0.54; Q4 guidance soft","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $148.5M, down 13.8% YoY from $172.3M; GAAP net income $11.9M ($0.17 diluted EPS).","Adjusted net income $38.5M ($0.54 diluted EPS), down from $52.1M ($0.73) in prior year Q3.","Q4 revenue guidance $148-152M; adjusted EPS $0.53-0.57 with ~71.5M diluted shares.","GAAP gross margin 58.0% vs 60.7% YoY; adjusted gross margin 60.1% vs 62.2% YoY.","Management cites weak near-term markets but believes long-term growth drivers intact."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":498032000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296156,"accession_number":"0001493594-23-000049","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"MACOM SVP Technology Douglas Carlson to retire after 33 years; effective start of next fiscal year","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Douglas Carlson notified company of retirement on May 19, 2023, after 33 years of service.","He served as Senior Vice President, Technology; retirement effective beginning of next fiscal year.","Company notes smooth transition planned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":29904129820.760864,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":296155,"accession_number":"0001493594-23-000043","cik":1493594,"company_name":"MACOM Technology Solutions Holdings, Inc.","ticker":"MTSI","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"MACOM reports Q2 FY2023 revenue $169.4M (+2.6% YoY); 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