Core Insights - M/A-Com's international operations are crucial for assessing its financial strength and growth potential, given the interconnected nature of the global economy [2][3] - The company's total revenue for the quarter ending June 2025 was $252.08 million, reflecting a 32.3% increase year-over-year [4] International Revenue Analysis - Other Countries contributed 18.4% of total revenue, amounting to $46.28 million, which was a surprise of +7.8% compared to expectations [5] - China generated $70.97 million, representing 28.2% of total revenue, exceeding projections by +8.68% [6] - Asia Pacific (excluding China) accounted for $29.54 million, or 11.7% of total revenue, also surpassing analyst expectations by +3.78% [7] Future Revenue Projections - Analysts forecast total revenue of $258.33 million for the current fiscal quarter, indicating a 28.7% increase from the prior year [8] - For the full year, expected total revenue is $961.17 million, marking a 31.7% increase compared to last year [9] Market Performance - M/A-Com's stock has declined by 11.2% over the past month, contrasting with a 2.7% increase in the Zacks S&P 500 composite [14] - Over the last three months, the company's shares have decreased by 2%, while the S&P 500 has increased by 13.2% [14]

Key Takeaways MTSI posted Q3 earnings of $0.90 per share and $252M in revenues, both beating consensus estimates.Revenues grew year over year in telecom, data center, and defense, with data center up 54.7%.MTSI projects Q4 revenues of $256M-$264M and EPS of $0.91-$0.95, both near consensus expectations.MACOM Technology Solutions Holdings, Inc. (MTSI) reported third-quarter fiscal 2025 earnings of 90 cents per share, which beat the Zacks Consensus Estimate by a penny. The company reported earnings of 66 cent ...

M/A-Com (MTSI) reported $252.08 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 32.3%. EPS of $0.90 for the same period compares to $0.66 a year ago.The reported revenue represents a surprise of +0.81% over the Zacks Consensus Estimate of $250.06 million. With the consensus EPS estimate being $0.89, the EPS surprise was +1.12%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

LOWELL, Mass., Aug. 08, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, has announced that Director Susan Ocampo will be retiring from MACOM’s Board of Directors (the “Board”), effective August 31, 2025. Mrs. Ocampo has served as a Director on the Board since August 2010, joining after she and her late husband John Ocampo acquired MACOM in 2009. During her fifteen year tenure, Mrs. Ocampo has been an integral part of ...

For the quarterly period ended July 4, 2025 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35451 MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0306875 (State ...

MACOM Solutions (MTSI) Q3 2025 Earnings Call August 07, 2025 08:30 AM ET Company ParticipantsStephen Ferranti - Vice President of Corporate Development & Investor RelationsStephen Daly - President, CEO & ChairmanJohn Kober - SVP & CFOBlayne Curtis - Managing DirectorThomas O'Malley - Director - Equity ResearchKarl Ackerman - MD - Equity Research, Semiconductors & IT HardwareTore Svanberg - MD - SemiconductorsHarlan Sur - Executive Director - Equity ResearchConference Call ParticipantsQuinn Bolton - Senior A ...

MACOM Solutions (MTSI) Q3 2025 Earnings Call August 07, 2025 08:30 AM ET Speaker0Welcome to MACOM's Third Fiscal Quarter twenty twenty five Conference Call. This call is being recorded today, Thursday, 08/07/2025. At this time, all participants are in a listen only mode. I will now turn the call over to Mr. Steve Ferranti, MACOM's Vice President of Corporate Development and Investor Relations.Mr. Ferranti, please go ahead.Speaker1Thank you, Olivia. Good morning, and welcome to our call today to discuss MACO ...

MACOM Reports Fiscal Third Quarter 2025 Financial Results LOWELL, MA, August 7, 2025 – 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 July 4, 2025. Third Quarter Fiscal Year 2025 GAAP Results Third Quarter Fiscal Year 2025 Adjusted Non-GAAP Results Management Commentary "Our team did a great job this quarter," said Stephen G. Daly, President and Chief Executive Officer, ...

LOWELL, Mass., Aug. 07, 2025 (GLOBE NEWSWIRE) -- 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 July 4, 2025. Third Quarter Fiscal Year 2025 GAAP Results Revenue was $252.1 million, an increase of 32.3%, compared to $190.5 million in the previous year fiscal third quarter and an increase of 6.9% compared to $235.9 million in the prior fiscal quarter;Gross margin was 55. ...

Company Overview - MACOM Technology Solutions Holdings, Inc. has assumed full operational control of a wafer fabrication facility in Research Triangle Park, North Carolina, ahead of schedule by approximately six months [1][3] - The facility specializes in GaN-on-SiC process technologies for RF power devices and monolithic microwave integrated circuits (MMICs), primarily serving telecommunications and defense electronics sectors [2] Operational Focus - MACOM's leadership is focused on improving the facility's performance and key operational metrics, with expectations for better results in the future [3] - The facility is recognized as a Trusted Foundry by the United States Department of Defense, indicating its importance in defense-related applications [2] Product and Market Position - MACOM designs and manufactures high-performance semiconductor products across various industries, including Telecommunications, Industrial, Defense, and Datacenter [3] - The company services over 6,000 customers annually and has a broad product portfolio that includes RF, Microwave, Analog, Mixed Signal, and Optical semiconductor technologies [3]