MACOM Technology Solutions Holdings

MACOM Technology Solutions Holdings, Inc. engages in designing, developing, manufacturing, and marketing semiconductors and modules. The firm is involved in the provision of products for telecommunications (Telecom), industrial and defense (I&D), and data center industries. The company was founded on March 25, 2009 and is headquartered in Lowell, MA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

MACOM reports solid Q1 results amidst market challenges and opportunities

MACOM's Q1 performance reflects revenue growth, strong cash flow, and confidence in long-term prospects despite market challenges.
The company's strengths lie in specialized solutions, recent wins, and a flexible manufacturing model, while facing challenges in market headwinds and cost management.
Opportunities include acquisitions, margin improvement strategies, and market potential in China, North America, and Europe, with a focus on high-frequency products.

MACOM reports mixed Q2 results, focuses on growth opportunities

MACOM's Q2 performance showed revenue growth but challenges in bookings and market demand. Despite short-term challenges, the company is focusing on strengthening its position in high-growth markets and improving operational efficiency to drive future growth.

MACOM reports solid Q3 results, eyes data center growth

MACOM's Q3 performance showed strength in Industrial and Defense but challenges in Telecom and China revenue.
The company is poised for growth in data center and GaN technology, with a focus on high-speed connectivity products.
Opportunities lie in expanding defense programs, managing inventory, and advancing technology development in Europe.
Overall, MACOM is navigating market challenges while capitalizing on key growth areas.

MACOM reports steady Q4 revenue, targets $1B revenue by '25

MACOM Technology Solutions Holdings reported steady Q4 revenue and full-year performance, with a focus on industrial, defense, and data center markets. The company aims to expand market share and achieve $1 billion in revenue by late '25 or '26.
Challenges include weakness in the telecom market and expectations for flat revenues in Q1 2024. Opportunities lie in launching new products, targeting market share gains, and focusing on high-growth sectors.
Despite industry challenges, MACOM remains resilient with strategic acquisitions, strong growth in key markets, and a clear vision for future expansion. The company's performance reflects a balanced approach to growth and market positioning.

MACOM reports solid Q1 results, eyes growth in defense and telecom

MACOM's Q1 performance showed revenue growth and strong cash position, with a focus on improving margins and segment-specific revenue growth in Q2.
The company faces challenges in core margins and data center revenue, while opportunities lie in defense, telecom, and the Wolfspeed acquisition.
Strengthening high-performance analog product capacity and targeting growth in key segments present avenues for future success and profitability.
Overall, MACOM is strategically positioned to capitalize on market opportunities and address challenges to drive sustainable growth and profitability.

MACOM reports Q2 revenue of $181.2 million, focuses on data center growth

MACOM's Q2 performance reflects mixed market conditions with a focus on high-speed products and data center growth. While facing challenges in certain segments, the company is leveraging strengths in I&D markets and securing key contracts. Opportunities lie in expanding data center solutions and positioning for future growth.

MACOM reports strong Q3 earnings, eyes growth in Defense and Data Center markets

MACOM's Q3 performance reflects solid financials and market demand, especially in Data Center and Defense sectors.
While facing challenges in certain markets, the company is well-positioned to capitalize on growth opportunities in Telecom and Data Center segments.
Strategic focus on innovation and market expansion will be key to sustaining growth and competitive edge in the future.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

NVIDIA

Semtech

MTSI, NVDA and SMTC are likely to ride on solid growth drivers and government funding initiatives to lead the next tech rally in 2025.

Can These 3 Semiconductor Stocks Lead the Next Tech Rally in 2025?

Here is how M/A-Com (MTSI) and Meta Platforms (META) have performed compared to their sector so far this year.

Has MACOM Technology Solutions (MTSI) Outpaced Other Computer and Technology Stocks This Year?

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM” or the “Company”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced that it has entered into separate, privately negotiated exchange and subscription agreements with a limited number of holders of its 0.25% convertible senior notes due 2026 (the “Existing Convertible Notes”) in each case pursuant to exemptions from registration under the Securities Act of 1933, as amended (the “Securit.

MACOM Refinances Approximately 65% of Existing Convertible Notes with New Notes at 0% Coupon and 27.5% Conversion Premium

Does M/A-Com (MTSI) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why M/A-Com (MTSI) is a Great Momentum Stock to Buy

Carpenter Technology

Leonardo DRS Inc

Ingredion

Masimo

These mid-cap stocks have the potential to become large-caps in 2025. These are: MTSI, MASI, DRS, CRS, INGR.

Buy 5 Mid-Cap Stocks Poised to Turn Into Large Caps in 2025

Explore M/A-Com's (MTSI) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Interpreting M/A-Com (MTSI) International Revenue Trends

MTSI's fourth-quarter fiscal 2024 results reflect robust growth across telecom, data center and industrial end markets, driven by strong product demand.

MACOM Q4 Earnings Match Estimates, Revenues Rise Y/Y, Stock Up

Macom Technology Solutions has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI stock surged this week.

Macom Technology Solutions Joins AI Data Center Chip Parade

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI ) Q4 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Steve Ferranti - Vice President, Corporate Development & Investor Relations Steve Daly - President & Chief Executive Officer Jack Kober - Chief Financial Officer Conference Call Participants David Williams - The benchmark company Harsh Kumar - Piper Sandler Tore Svanberg - Stifel Srini Pajjuri - Raymond James Karl Ackerman - BNP Paribas Peter Peng - JPMorgan Richard Shannon - Craig-Hallum Nick Doyle - Needham & Company Operator Welcome to MACOM's Fourth Fiscal Quarter 2024 Conference Call. This call is being recorded today, Thursday, November 7, 2024.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q4 2024 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $0.73 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.56 per share a year ago.

M/A-Com (MTSI) Meets Q4 Earnings Estimates

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal fourth quarter and fiscal year ended September 27, 2024. Fourth Quarter Fiscal Year 2024 GAAP Results Revenue was $200.7 million, an increase of 33.5%, compared to $150.4 million in the previous year fiscal fourth quarter and an increase of 5.4% compared to $190.5 million in the prior fiscal quarter.

MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2024 Financial Results

LOWELL, Mass.--(BUSINESS WIRE)-- #enginic--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, announced today that it has acquired ENGIN-IC, Inc. (“ENGIN-IC”), a fabless semiconductor company that designs advanced Gallium Nitride (“GaN”) monolithic microwave integrated circuits (“MMICs”) and integrated microwave assemblies located in Plano, Texas and San Diego, California. It is expected that ENGIN-IC's design capabilities will strengthen MACO.

MACOM Expands IC Design Expertise with Acquisition of ENGIN-IC

Get a deeper insight into the potential performance of M/A-Com (MTSI) for the quarter ended September 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.

M/A-Com (MTSI) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its fourth quarter and fiscal year 2024 ended September 27, 2024, before market open on Thursday, November 7, 2024. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, November 7, 2024, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President an.

MACOM to Report Fourth Quarter and Fiscal Year 2024 Financial Results on November 7, 2024

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI), a leading supplier of semiconductor products, announced today that it has recently been added to the PHLX Semiconductor Sector Index (SOX). The PHLX Semiconductor Sector Index is a capitalization-weighted index comprising the 30 largest semiconductor companies traded in the USA, ranked by market capitalization. “It is a milestone to be included in the PHLX Semiconductor Sector Index and I congratulate our.

MACOM Joins the PHLX Semiconductor Sector Index

Understanding M/A-Com (MTSI) Reliance on International Revenue

MACOM's (MTSI) fiscal third-quarter results benefit from solid momentum across the data center, telecom, and industrial & defense markets.

MACOM (MTSI) Q3 Earnings Meet Estimates, Revenues Rise Y/Y

While the top- and bottom-line numbers for M/A-Com (MTSI) give a sense of how the business performed in the quarter ended June 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, M/A-Com (MTSI) Q3 Earnings: A Look at Key Metrics

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI ) Q3 2024 Earnings Call August 1, 2024 8:30 AM ET Company Participants Stephen Ferranti - Vice President, Investor Relations Steve Daly - President and Chief Executive Officer Jack Kober - Chief Financial Officer Conference Call Participants Harsh Kumar - Piper Sandler Vivek Arya - Bank of America Karl Ackerman - BNP Paribas David Williams - Benchmark Company Tore Svanberg - Stifel Peter Peng - JPMorgan Srini Pajjuri - Raymond James Thomas O'Malley - Barclays Richard Shannon - Craig-Hallum Operator Welcome to MACOM's Third Fiscal Quarter 2024 Conference Call. This call is being recorded today, Thursday, August 1, 2024.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2024 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.54 per share a year ago.

M/A-Com (MTSI) Meets Q3 Earnings Estimates

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal third quarter ended June 28, 2024. Third Quarter Fiscal Year 2024 GAAP Results Revenue was $190.5 million, an increase of 28.3%, compared to $148.5 million in the previous year fiscal third quarter and an increase of 5.1% compared to $181.2 million in the prior fiscal quarter; Gross margin was 53.2%.

MACOM Reports Fiscal Third Quarter 2024 Financial Results

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its third quarter fiscal year 2024 ended June 28, 2024, before market open on Thursday, August 1, 2024. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, August 1, 2024, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financ.

MACOM to Report Third Quarter Fiscal Year 2024 Financial Results on August 1, 2024

MACOM Technology Solutions Holdings, Inc. (MTSI) offers more than 2,700 high-performance analog semiconductor solutions and has grown profits by 64.8% in the last five years.

MACOM Technology Profits Drive Share Increases

LOWELL, Mass.--(BUSINESS WIRE)-- #diodes--MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, will showcase its latest RF, microwave and millimeter wave products at Booth #921 and its enhanced foundry services at Booth #744 at the IEEE MTT-S International Microwave Symposium (IMS) in Washington, DC from June 18 to 20, 2024. MACOM will be highlighting more than 14 technology demonstrations at the show, spanning its various product lines, including Diodes, RF Power, MMI.

MACOM to Showcase Extensive RF and Microwave Capabilities and Foundry Services at IMS2024

Evaluate M/A-Com's (MTSI) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

News for MACOM Technology Solutions Holdings Stock (MTSI)