{"schema_version":"secwatch.filing_event.v1","accession":"0001493594-23-000032","form_type":"8-K","ticker":"MTSI","cik":"0001493594","company_name":"MACOM Technology Solutions Holdings, Inc.","filed_at":"2023-02-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.237753+00:00","generated_at":"2026-06-20T02:14:07.819269+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"MACOM Q1 revenue $180.1M (+12.8% YoY); adjusted EPS $0.81; Q2 guidance below Q1","bullets":["GAAP net income $29.5M ($0.41 diluted EPS); prior year included $118.2M gain on equity sale.","Adjusted non-GAAP net income $58.0M ($0.81 diluted EPS) vs. $45.4M ($0.64) a year ago.","Q2 FY2023 revenue guidance $166M-$170M, below Q1 revenue of $180.1M.","Adjusted gross margin guided 61.5%-63.5%; adjusted EPS guided $0.76-$0.80.","Guidance excludes pending acquisition of OMMIC SAS, a French semiconductor manufacturer."],"urls":{"canonical":"https://secwatch.observer/filing/0001493594-23-000032","json":"https://secwatch.observer/filing/0001493594-23-000032.json","markdown":"https://secwatch.observer/filing/0001493594-23-000032.md","text":"https://secwatch.observer/filing/0001493594-23-000032.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000032/0001493594-23-000032-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000032/mtsi-20230202.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T02:14:07.819269+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"de141d58b3b47d3f9fd2459676bf5b66d43865bf","claim":"MACOM Technology Solutions Holdings, Inc. reported fiscal first quarter ended December 30, 2022 results: revenue $180.1 million, net income $29.5 million, EPS $0.41 per diluted share. Guidance initiated.","evidence_excerpt":"Revenue was $180.1 million, an increase of 12.8%, compared to $159.6 million in the previous year fiscal first quarter and an increase of 1.1% compared to $178.1 million in the prior fiscal quarter; • Gross margin was 61.3%, compared to 59.0% in the previous year fiscal first quarter and 60.9% in the prior fiscal quarter; • Operating income was $38.6 million, or 21.4% of revenue, compared to operating income of $27.1 million, or 17.0% of revenue, in the previous year fiscal first quarter and operating income of $37.0 million, or 20.8% of revenue, in the prior fiscal quarter; and • Net income was $29.5 million, or $0.41 per diluted share, compared to net income of $138.8 million, or $1.95 per diluted share, in the previous year fiscal first quarter and net income of $239.3 million, or $3.36 per diluted share, in the prior fiscal quarter.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000032/0001493594-23-000032-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal first quarter ended December 30, 2022"},{"label":"Revenue","value":"$180.1 million"},{"label":"Net income","value":"$29.5 million"},{"label":"EPS","value":"$0.41 per diluted share"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}