secwatch.observer — SEC 8-K summary
======================================

Issuer:     MACOM Technology Solutions Holdings, Inc. (MTSI)
CIK:        0001493594
Form:       8-K
Filed at:   2026-02-05T23:59:59+00:00
Accession:  0001493594-26-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MACOM Q1 revenue up 24.5% YoY to $271.6M; adjusted EPS $1.02; guides Q2 rev $281-289M
--------------------------------------------------------------------------------

- GAAP net income $48.8M ($0.64 diluted) vs loss of $167.5M ($2.30 loss) a year ago.
- Adjusted gross margin 57.6%, adjusted operating margin 27.2%, adjusted EPS $1.02.
- Q2 FY2026 outlook: revenue $281-289M, adjusted gross margin 57-59%, adjusted EPS $1.05-1.09.
- Revenue growth driven by semiconductor demand; sequential revenue up 4% from prior quarter.
- CEO cites solid start to fiscal 2026 and focus on differentiated solutions.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000016/0001493594-26-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000016/mtsi-20260205.htm
  HTML page:      https://secwatch.observer/filing/0001493594-26-000016

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