---
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"
generated_at: "2026-06-15T21:39:33.910430+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# MACOM reports Q2 FY2023 revenue $169.4M (+2.6% YoY); guides Q3 revenue $145-150M

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: negative
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001493594-23-000043
- JSON: https://secwatch.observer/filing/0001493594-23-000043.json
- Plain text: https://secwatch.observer/filing/0001493594-23-000043.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fiscal second quarter ended March 31, 2023
  - Revenue: $169.4 million
  - Net income: $25.8 million
  - EPS: $0.36 per diluted share
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1493594/000149359423000043/0001493594-23-000043-index.htm
- Earnings Releases
  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.
  - Period: the fiscal third quarter ending June 30, 2023
  - Revenue: $145 million to $150 million
  - EPS: between $0.52 and $0.56
  - Guidance: initiated
  - Result: guidance update
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1493594/000149359423000043/0001493594-23-000043-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.