{"schema_version":"secwatch.filing_event.v1","accession":"0001493594-23-000043","form_type":"8-K","ticker":"MTSI","cik":"0001493594","company_name":"MACOM Technology Solutions Holdings, Inc.","filed_at":"2023-05-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.035451+00:00","generated_at":"2026-06-15T21:39:33.910430+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"MACOM reports Q2 FY2023 revenue $169.4M (+2.6% YoY); guides Q3 revenue $145-150M","bullets":["GAAP diluted EPS $0.36 vs $0.42 YoY; adjusted diluted EPS $0.79 vs $0.68 YoY.","Adjusted gross margin 62.1% (vs 61.7% YoY); adjusted operating margin 33.4%.","Q3 FY2023 guidance: revenue $145M-$150M, adjusted gross margin 59-61%, adjusted EPS $0.52-$0.56.","CEO expects second half more challenging; pending OMMIC SAS acquisition excluded from guidance.","Sequential revenue decline of 5.9% from Q1; GAAP operating income $35.9M (21.2% of rev)."],"urls":{"canonical":"https://secwatch.observer/filing/0001493594-23-000043","json":"https://secwatch.observer/filing/0001493594-23-000043.json","markdown":"https://secwatch.observer/filing/0001493594-23-000043.md","text":"https://secwatch.observer/filing/0001493594-23-000043.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000043/0001493594-23-000043-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000043/mtsi-20230504.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T21:39:33.910430+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":"561b034ff04cfe1bdb0d99d984f46a9fea4da28e","claim":"MACOM Technology Solutions Holdings, Inc. reported the fiscal second quarter ended March 31, 2023 results: revenue $169.4 million, net income $25.8 million, EPS $0.36 per diluted share.","evidence_excerpt":"Second Quarter Fiscal Year 2023 GAAP Results • Revenue was $169.4 million, an increase of 2.6%, compared to $165.1 million in the previous year fiscal second quarter and a decrease of 5.9% compared to $180.1 million in the prior fiscal quarter; • Gross margin was 60.6%, compared to 59.9% in the previous year fiscal second quarter and 61.3% in the prior fiscal quarter; • Income from operations was $35.9 million, or 21.2% of revenue, compared to income from operations of $32.6 million, or 19.7% of revenue, in the previous year fiscal second quarter and income from operations of $38.6 million, or 21.4% of revenue, in the prior fiscal quarter; and • Net income was $25.8 million, or $0.36 per diluted share, compared to net income of $29.6 million, or $0.42 per diluted share, in the previous year fiscal second quarter and net income of $29.5 million, or $0.41 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/1493594/000149359423000043/0001493594-23-000043-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal second quarter ended March 31, 2023"},{"label":"Revenue","value":"$169.4 million"},{"label":"Net income","value":"$25.8 million"},{"label":"EPS","value":"$0.36 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"79fc626674c76ccc8c2f9835403e5f662c4a27b9","claim":"MACOM Technology Solutions Holdings, Inc. reported the fiscal third quarter ending June 30, 2023 results: revenue $145 million to $150 million, EPS between $0.52 and $0.56. Guidance initiated.","evidence_excerpt":"For the fiscal third quarter ending June 30, 2023, MACOM expects revenue to be in the range of $145 million to $150 million. Adjusted gross margin is expected to be between 59.0% and 61.0%, and adjusted earnings per diluted share is expected to be between $0.52 and $0.56 utilizing an anticipated non-GAAP income tax rate of 3% and 71.5 million fully diluted shares outstanding.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000043/0001493594-23-000043-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal third quarter ending June 30, 2023"},{"label":"Revenue","value":"$145 million to $150 million"},{"label":"EPS","value":"between $0.52 and $0.56"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}