secwatch.observer — SEC 8-K summary
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Issuer:     MACOM Technology Solutions Holdings, Inc. (MTSI)
CIK:        0001493594
Form:       8-K
Filed at:   2025-05-08T23:59:59+00:00
Accession:  0001493594-25-000027
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MACOM Q2 FY2025 revenue $235.9M +30% YoY, adj EPS $0.85 vs $0.59
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1493594/000149359425000027/0001493594-25-000027-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1493594/000149359425000027/mtsi-20250508.htm
  HTML page:      https://secwatch.observer/filing/0001493594-25-000027

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer