{"schema_version":"secwatch.filing_event.v1","accession":"0001493594-23-000076","form_type":"8-K","ticker":"MTSI","cik":"0001493594","company_name":"MACOM Technology Solutions Holdings, Inc.","filed_at":"2023-11-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.237878+00:00","generated_at":"2026-06-08T06:33:34.729187+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 Q4 revenue down 15.6% YoY to $150.4M; adj EPS $0.56 vs $0.77 last year","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001493594-23-000076","json":"https://secwatch.observer/filing/0001493594-23-000076.json","markdown":"https://secwatch.observer/filing/0001493594-23-000076.md","text":"https://secwatch.observer/filing/0001493594-23-000076.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/0001493594-23-000076-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/mtsi-20231109.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T06:33:34.729187+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":"58dd7c680482ea2dfebc119e5feecd794275c6df","claim":"MACOM Technology Solutions Holdings, Inc. reported fiscal year ended September 29, 2023 results: revenue $648.4 million, net income $91.6 million, EPS $1.28 per diluted share.","evidence_excerpt":"Revenue was $648.4 million, a decrease of 4.0%, compared to $675.2 million in fiscal year 2022;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/0001493594-23-000076-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year ended September 29, 2023"},{"label":"Revenue","value":"$648.4 million"},{"label":"Net income","value":"$91.6 million"},{"label":"EPS","value":"$1.28 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"5e1c02c54aa1ac1e5609f8441b928ad06923e053","claim":"MACOM Technology Solutions Holdings, Inc. reported fiscal first quarter ending December 29, 2023 results: revenue $149 million to $153 million, EPS $0.55 to $0.59 per diluted share.","evidence_excerpt":"For the fiscal first quarter ending December 29, 2023, MACOM expects revenue to be in the range of $149 million to $153 million. Adjusted gross margin is expected to be between 59% and 61%, and adjusted earnings per diluted share is expected to be between $0.55 and $0.59","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/0001493594-23-000076-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal first quarter ending December 29, 2023"},{"label":"Revenue","value":"$149 million to $153 million"},{"label":"EPS","value":"$0.55 to $0.59 per diluted share"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"ab95111045b80dd7f7b19d2b207b5daa747ddf8d","claim":"MACOM Technology Solutions Holdings, Inc. reported fiscal fourth quarter ended September 29, 2023 results: revenue $150.4 million, net income $24.5 million, EPS $0.34 per diluted share.","evidence_excerpt":"Revenue was $150.4 million, a decrease of 15.6%, compared to $178.1 million in the previous year fiscal fourth quarter and an increase of 1.2% compared to $148.5 million in the prior fiscal quarter;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/0001493594-23-000076-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal fourth quarter ended September 29, 2023"},{"label":"Revenue","value":"$150.4 million"},{"label":"Net income","value":"$24.5 million"},{"label":"EPS","value":"$0.34 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ade0404349104032593e27b0f53cb0b7a4e2664e","claim":"MACOM Technology Solutions Holdings, Inc. reported fiscal fourth quarter ended September 29, 2023 - Adjusted Non-GAAP results: revenue $150.4 million, net income $40.1 million, EPS $0.56 per diluted share.","evidence_excerpt":"t oday announced its financial results for its fiscal fourth quarter and fiscal year ended September 29, 2023. Fourth Quarter Fiscal Year 2023 GAAP Results • Revenue was $150.4 million, a decrease of 15.6%, compared to $178.1 million in the previous year fiscal fourth quarter and an increase of 1.2% compared to $148.5 million in the prior fiscal quarter; •","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1493594/000149359423000076/0001493594-23-000076-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal fourth quarter ended September 29, 2023 - Adjusted Non-GAAP"},{"label":"Revenue","value":"$150.4 million"},{"label":"Net income","value":"$40.1 million"},{"label":"EPS","value":"$0.56 per diluted share"},{"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"}