secwatch.observer — SEC 8-K summary
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Issuer:     MACOM Technology Solutions Holdings, Inc. (MTSI)
CIK:        0001493594
Form:       8-K
Filed at:   2026-08-06T11:33:23+00:00
Accession:  0001493594-26-000036
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

MACOM Q3 revenue $342.2M (+35.8% YoY); guides Q4 revenue $415-425M, adj. EPS $1.97-$2.03
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000036/0001493594-26-000036-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1493594/000149359426000036/mtsi-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001493594-26-000036

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