{"schema_version":"secwatch.filing_event.v1","accession":"0001493594-25-000027","form_type":"8-K","ticker":"MTSI","cik":"0001493594","company_name":"MACOM Technology Solutions Holdings, Inc.","filed_at":"2025-05-08T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.442610+00:00","generated_at":"2026-05-22T03:59:39.021106+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"MACOM Q2 FY2025 revenue $235.9M +30% YoY, adj EPS $0.85 vs $0.59","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001493594-25-000027","json":"https://secwatch.observer/filing/0001493594-25-000027.json","markdown":"https://secwatch.observer/filing/0001493594-25-000027.md","text":"https://secwatch.observer/filing/0001493594-25-000027.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1493594/000149359425000027/0001493594-25-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1493594/000149359425000027/mtsi-20250508.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T03:59:39.021106+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}