Highest-materiality recent filing
MACOM Q2 revenue $289M (+22.5% YoY); adj EPS $1.09; guides Q3 rev $331-339M
Revenue $289.0M, up 22.5% YoY and 6.4% sequentially; GAAP net income $46.3M ($0.60 diluted EPS).
MACOM holds 2026 annual meeting; all director nominees elected, say-on-pay and auditor ratified
All eight director nominees elected with 63M-69M votes For; highest withhold at 6.6M for Jihye Whang Rosenband.
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.
MACOM appoints Bryan Ingram as independent director effective Jan 12, 2026
Bryan Ingram appointed to MACOM Board as independent director; will stand for election at 2026 annual meeting.
MACOM promotes Robert Dennehy to COO effective November 25, 2025
Robert Dennehy, formerly SVP Operations since 2013, appointed SVP & COO.
MACOM Q4 revenue up 30% YoY to $261.2M; adj. EPS $0.94; guides Q1 rev $265M-$273M
Q4 GAAP net income $45.1M ($0.59 diluted EPS) vs $29.4M ($0.39) a year ago.
MACOM director Susan Ocampo to retire effective August 31, 2025
Susan Ocampo notified the Board on August 4, 2025, of her retirement effective August 31, 2025.
MACOM posts 32% revenue growth in Q3 FY2025; adj. EPS $0.90; Q4 guidance $256-264M
Revenue $252.1M, +32.3% YoY; GAAP net income $36.5M ($0.48 diluted EPS).
MACOM Q2 FY2025 revenue $235.9M +30% YoY, adj EPS $0.85 vs $0.59
GAAP net income $31.7M ($0.42 diluted), up from $15.0M ($0.20) YoY; prior quarter had $167.5M loss on debt extinguishment.
MACOM shareholders elect all director nominees and approve say-on-pay at 2025 annual meeting
All five director nominees elected: Peter Chung, Geoffrey Ribar, John Ritchie, Jihye Whang Rosenband, Murugesan Shanmugaraj.
MACOM Q1 revenue up 38.8% YoY to $218.1M; adjusted EPS $0.79
Revenue $218.1M (+38.8% YoY, +8.7% QoQ); GAAP net loss $167.5M ($2.30 loss per share) includes $193.1M loss on debt extinguishment.
MACOM issues $344.3M 0% convertible notes due 2029; exchanges $257.7M of existing notes
Issued $344.3M aggregate principal of 0.000% convertible senior notes due December 2029.
MACOM refinances ~65% of 2026 convertibles with 0% notes due 2029 and common stock
Exchanges $288.8M of 0.25% notes due 2026 for $257.7M of 0% notes due 2029 and ~1.6M shares.
MACOM Q4 revenue $200.7M (+33.5% YoY), adjusted EPS $0.73; guides Q1 above Q4 run rate
Q4 revenue $200.7M (+33.5% YoY); GAAP EPS $0.39, adjusted EPS $0.73 (vs $0.56 YoY).
MACOM Q3 FY2024 revenue $190.5M (+28% YoY); guides Q4 $197-203M
Revenue $190.5M (+28.3% YoY, +5.1% QoQ); GAAP diluted EPS $0.27 vs $0.17 YoY.
MACOM Q2 FY2024 revenue $181.2M (+7% YoY) but GAAP EPS $0.20 vs $0.36; guides Q3 rev $187-193M
Revenue $181.2M (+7% YoY, +15.3% sequential); GAAP net income $15.0M ($0.20 diluted EPS).
MACOM stockholders approve board declassification and annual director elections
Shareholders approved amendment to declassify board of directors and phase-in annual elections; effective March 12, 2024.
MACOM completes Wolfspeed RF acquisition; provides acquired business financials
Acquired RF business had revenue of $163.7M for FY ended June 25, 2023.
MACOM Q1 revenue $157.1M (-12.7% YoY), adj. EPS $0.58; guides Q2 rev $178-$184M
GAAP net income $12.5M ($0.17/diluted), down from $29.5M ($0.41) a year ago.
MACOM appoints Raj Shanmugaraj (former Acacia CEO) to board as independent director
Raj Shanmugaraj appointed to MACOM Board effective January 4, 2024.
On January 4, 2024, the Board of Directors (the “Board”) of MACOM Technology Solutions Holdings, Inc. (the “Company”) appointed Murugesan “Raj” Shanmugaraj to the Board as a Class III director to hold office until the 2024 annual meeting of stockholders.
Max materiality 0.80 · Median 0.70 · Most common event earnings