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

Applied Materials

Ichor Hlds

KLA-Tencor

QUALCOMM

The possibility of the signing of the phase-one trade deal between the United States and China in early January significantly boosted investors' sentiment.

5 Stocks to Tap Likely Phase-One Trade Deal in January

Cirrus Logic

NVIDIA

Qorvo

Synaptics

Department of Commerce grants 90-day license extension to U.S. firms, allowing them to sell non-sensitive products to Huawei.

90-Day US License Extension to Boost Chip Stocks: 5 Picks

MACOM's (MTSI) fourth-quarter fiscal 2019 results benefit from sequential improvement in end markets. However, the results bore the brunt of sluggish PON sales and Huawei ban.

MACOM (MTSI) Earnings & Revenues Surpass Estimates in Q4

MACOM Technology Solutions Holdings, Inc. (MTSI) CEO Stephen Daly on Q4 2019 Results - Earnings Call Transcript

M/A-Com (MTSI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: M/A-Com (MTSI) Q4 Earnings Expected to Decline

Alphabet

Lattice Semiconductor

Intellectual property theft by Chinese companies in the guise of producing goods for the American tech giants is the rationale behind the Trump administration's imposition of  tariffs.

5 Tech Stocks to Buy on a Likely US-China Interim Trade Deal

Ambarella

Micron Technology

Here we have picked five semiconductor stocks that are poised to gain from the emerging opportunities in IoT, 5G wireless technology and autonomous automobiles.

5 Semiconductor Stocks Poised to Grow Despite Macro Woes

M/A-Com (MTSI) reported earnings 30 days ago. What's next for the stock?

Why Is M/A-Com (MTSI) Down 0.2% Since Last Earnings Report?

MACOM's (MTSI) fiscal third-quarter results bear the impact of weak momentum across all the end-market.

MACOM's (MTSI) Q3 Loss In Line, Revenues Miss Estimates

MACOM Technology Solutions Holdings, Inc. (MTSI) CEO Stephen Daly on Q3 2019 Results - Earnings Call Transcript

M/A-Com (MTSI) delivered earnings and revenue surprises of 0.00% and -1.97%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?

M/A-Com (MTSI) Reports Q3 Loss, Misses Revenue Estimates

Earnings Preview: M/A-Com (MTSI) Q3 Earnings Expected to Decline

MACOM stock rallied after trading in an uptrend for weeks.

What To Do After MACOM's Strong Rally

An analyst's upgrade buoyed investors' hopes for a turnaround at the semiconductor product specialist.

Why MACOM Technology Stock Popped 12% Wednesday

Multiple long-term catalysts have created a well-rounded playing field for MACOM, the firm is ideally placed to take advantage of the demand factors.

Multiple Catalysts Can Drive MACOM Technology Solutions Forward

Itron

Teradyne

MACOM Technology Solutions Holdings (MTSI) has recently come up with a restructuring plan that involves laying off 20% of the total workforce.

MACOM Lays Off 250 Employees as Part of Restructuring Plan

Why Is M/A-Com (MTSI) Down 4% Since Last Earnings Report?

MACOM's (MTSI) fiscal second-quarter results bear the impact of softness in datacenter and telecom markets.

MACOM (MTSI) Q2 Loss Wider Than Expected, Revenues Fall Y/Y

Revenue declined a bit less than expected, and the company sees recovery ahead in the second half.

Why Shares of MACOM Technology Jumped Today

MACOM Technology Solutions Holdings, Inc. (MTSI) CEO John Croteau on Q2 2019 Results - Earnings Call Transcript

M/A-Com (MTSI) delivered earnings and revenue surprises of -12.50% and 0.34%, respectively, for the quarter ended March 2019. Do the numbers hold clues to what lies ahead for the stock?

News for MACOM Technology Solutions Holdings Stock (MTSI)