earnings
confidence high
sentiment positive
materiality 0.75
MACOM Q2 FY2025 revenue $235.9M +30% YoY, adj EPS $0.85 vs $0.59
MACOM Technology Solutions Holdings, Inc.
2025-Q2 EPS
reported -$1.85
vs consensus $0.91
▼ miss
(-302.3%)
- 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.