Highest-materiality recent filing
MACOM Q3 revenue $342.2M (+35.8% YoY); guides Q4 revenue $415-425M, adj. EPS $1.97-$2.03
Revenue $342.2M (+35.8% YoY, +18.4% QoQ); GAAP diluted EPS $1.28 vs $0.48 YoY.
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 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 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 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 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 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 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 completes $75M cash + stock acquisition of Wolfspeed's RF business
Completed acquisition of Wolfspeed's RF business on Dec 2, 2023 for $75M cash and 711,528 shares of MTSI common stock.
MACOM Q4 revenue down 15.6% YoY to $150.4M; adj EPS $0.56 vs $0.77 last year
GAAP net income $24.5M ($0.34/diluted) vs $239.3M ($3.36) in prior-year Q4 which included a $202.8M tax benefit.
MACOM to acquire Wolfspeed's RF business for $75M base cash purchase price
Base cash purchase price of $75 million, subject to working capital adjustment.
MACOM to acquire Wolfspeed's RF business for $125M; expects ~$150M annual revenue
Total consideration of $125M: $75M cash at close plus $50M in MACOM common stock (711,528 shares).
MACOM Q3 revenue $148.5M (-13.8% YoY); GAAP EPS $0.17, adjusted $0.54; Q4 guidance soft
Revenue $148.5M, down 13.8% YoY from $172.3M; GAAP net income $11.9M ($0.17 diluted EPS).
MACOM reports Q2 FY2023 revenue $169.4M (+2.6% YoY); guides Q3 revenue $145-150M
GAAP diluted EPS $0.36 vs $0.42 YoY; adjusted diluted EPS $0.79 vs $0.68 YoY.
MACOM Q1 revenue $180.1M (+12.8% YoY); adjusted EPS $0.81; Q2 guidance below Q1
GAAP net income $29.5M ($0.41 diluted EPS); prior year included $118.2M gain on equity sale.
MACOM Q4 revenue $178.1M (+14.8% YoY); adjusted EPS $0.77 vs $0.61
GAAP net income $239.3M includes $202.8M tax-benefit from valuation-allowance release.
MACOM Q3 FY2022 revenue $172.3M (+12.9% YoY); adjusted EPS $0.73; guides Q4 rev $175-180M
GAAP net income $32.2M ($0.45 EPS) vs $15.0M ($0.21 EPS) a year ago.
MACOM Q2 FY2022 revenue $165.1M (+9.7% YoY); adj. EPS $0.68 vs $0.51 YoY
Revenue $165.1M, up 9.7% YoY and 3.5% sequentially; GAAP net income $29.6M ($0.42 EPS).
MACOM Q1 revenue $159.6M (+7.5% YoY); GAAP EPS $1.95, adjusted $0.64; guides Q2 rev $161-165M
Revenue $159.6M, up 7.5% YoY from $148.5M; gross margin improved to 59.0% from 54.0%.
MACOM sells Ampere stake for $127.7M cash; expects substantial gain
Sold entire non-controlling equity interest in Ampere (under 10%) to an Oracle affiliate on Dec 23, 2021.
MACOM Q4 revenue $155.2M (+5.4% YoY), adj. EPS $0.61; guides Q1 rev $157-161M
Q4 revenue $155.2M, up 5.4% YoY; GAAP net income $17.1M ($0.24 diluted EPS).
MACOM Q3 revenue $152.6M (+11.2% YoY); adjusted EPS $0.57 beats prior year $0.33
GAAP net income $15.0M ($0.21 diluted EPS) vs. net loss of $25.0M a year ago.
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.
Dr. Douglas Carlson notified the Company of his decision to retire from his position as the Company’s Senior Vice President, Technology.
On January 19, 2023, after discussion with the Board, Mr. VanLunsen agreed to change his retirement date to align with the Company’s annual meeting of stockholders to be held on March 2, 2023, with his retirement to be effective March 5, 2023.
On September 8, 2022, the Board of Directors (the “Board”) of MACOM Technology Solutions Holdings, Inc. (“MACOM”) appointed Jihye Whang Rosenband to the Board as a Class III director to hold office until the 2024 annual meeting of stockholders.
On September 8, 2022, Gil VanLunsen notified MACOM of his decision to retire from the Board, effective January 31, 2023.
Max materiality 0.85 · Median 0.70 · Most common event earnings