earnings
confidence high
sentiment positive
materiality 0.85
MACOM Q3 revenue $342.2M (+35.8% YoY); guides Q4 revenue $415-425M, adj. EPS $1.97-$2.03
MACOM Technology Solutions Holdings, Inc.
- Revenue $342.2M (+35.8% YoY, +18.4% QoQ); GAAP diluted EPS $1.28 vs $0.48 YoY.
- Adjusted diluted EPS $1.40 vs $0.90 YoY; adjusted gross margin 59.7% vs 57.6% YoY.
- Q4 guidance: revenue $415-425M, adjusted gross margin 60-61%, adjusted EPS $1.97-$2.03.
- GAAP net income $100.7M vs $36.5M YoY; operating income $77.1M (22.5% of revenue).
- CEO cites 'excellent progress' on growth strategy; conference call Aug 6 at 8:30am ET.