UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 3, 2025 OR ☐ 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 (S ...

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What Happened? Shares of network chips maker MACOM Technology Solutions (NASDAQ: MTSI) jumped 6.6% in the morning session after the company reported solid financial results for its third quarter and provided an optimistic forecast for the upcoming quarter. MACOM announced revenue of $261.2 million, a 30.1% increase year on year, meeting analyst expectations. The company's adjusted earnings per share of $0.94 also surpassed Wall Street's estimates. Looking ahead, the semiconductor supplier issued strong g ...

Key Takeaways MACOM Technology posted Q4 EPS of $0.94, topping estimates and rising 28.8% year over year.Revenues rose 32.3% to $261.2 million, exceeding the consensus and marking sustained growth momentum.MTSI projects Q1 revenues of $265-$273 million and EPS between $0.98 and $1.02.MACOM Technology Solutions Holdings, Inc. (MTSI) reported fourth-quarter fiscal 2025 earnings of 94 cents per share, which beat the Zacks Consensus Estimate by a penny. The bottom line grew 28.8% year over year.MACOM Technology ...

Core Viewpoint - M/A-Com (MTSI) reported quarterly earnings of $0.94 per share, exceeding the Zacks Consensus Estimate of $0.93 per share, and showing an increase from $0.73 per share a year ago, indicating a positive earnings surprise of +1.08% [1][2] Financial Performance - The company achieved revenues of $261.17 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.40% and up from $200.71 million year-over-year [2] - Over the last four quarters, M/A-Com has consistently exceeded consensus EPS estimates and revenue estimates [2] Stock Performance - M/A-Com shares have increased approximately 15.2% since the beginning of the year, slightly underperforming the S&P 500's gain of 15.6% [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.95 for the upcoming quarter and $4.03 for the current fiscal year [7] - The Zacks Rank for M/A-Com is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Semiconductor - Analog and Mixed industry, to which M/A-Com belongs, is currently ranked in the top 24% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

Financial Data and Key Metrics Changes - Revenue for Q4 FY2025 was $261.2 million, with adjusted EPS at $0.94 per diluted share. For the full year, FY2025 revenue reached $967 million, representing a more than 32% increase year over year, and EPS was $3.47, up more than 35% year over year [5][23][24] - Free cash flow generated was $193 million, with cash and short-term investments totaling approximately $786 million at year-end [5][31] - The adjusted operating margin for FY2025 grew by 140 basis points to 25.4%, and cash flow from operations increased by 45% to $235.4 million [23][24] Business Line Data and Key Metrics Changes - Q4 revenue performance by end market included industrial and defense at $115.6 million, telecom at $66 million, and data center at $79.6 million. Industrial and defense revenues were up approximately 7% sequentially, while data center revenues increased by about 5% sequentially [6][24] - The company launched over 200 new products in FY2025, which contributed to revenue growth and improved gross margins [7][8] Market Data and Key Metrics Changes - U.S. domestic customers represented approximately 43% of Q4 FY2025 revenue, with full fiscal year 2025 U.S.-based revenue at around 44% [24] - The defense market saw over 50% year-over-year revenue growth, driven by high-power GaN components [11][12] Company Strategy and Development Direction - The company aims to achieve $1 billion in annual revenues, with a focus on technology and product differentiation, particularly in high-frequency and high-power IC products [7][8] - Plans to open two additional IC design centers in Southern California and Central Europe to enhance R&D capabilities and support growth opportunities [8][9] - The strategic agreement with HRL to license the 40-nanometer GaN on silicon carbide process is expected to enhance the company's capabilities in high-frequency applications [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving revenue growth in FY2026, with expectations of sequential growth across all end markets, particularly in data centers [34][35] - The company anticipates continued strength in the defense business and a rebound in telecom, with a strong backlog and positive booking trends [52][64] Other Important Information - The company expects adjusted gross margin improvements of 25 to 50 basis points as production volumes increase and operational efficiencies are realized [25][72] - Capital expenditures for FY2026 are estimated to be between $50 million and $55 million, aimed at upgrading production equipment and expanding capacity [31] Q&A Session Summary Question: Insights on telecom business outlook - Management highlighted 5G growth and satellite communications as key drivers for the telecom business in FY2026, with expectations of continued growth in metro long-haul segments [38] Question: Demand trends between 100G and 200G solutions - The company noted stable growth in the 100G business, with significant growth expected in the 200G segment, particularly for 1.6T applications [42][43] Question: Update on HRL IP license agreement - The HRL technology is expected to enhance capabilities in high-frequency SATCOM bands, transitioning from PHEMT GaAs technology to GaN technology, which offers higher power density and efficiency [46][47] Question: Drivers of growth in FY2026 - Growth is primarily driven by the rollout of 1.6T and 800G platforms, along with a rebound in telecom and strength in the defense sector [52] Question: Size of the LEO satellite market - The LEO business is expected to grow significantly over the next 12-18 months, potentially reaching hundreds of millions of dollars, with the company supporting various levels of the supply chain [54] Question: Competitive landscape post-merger of competitors - Management does not anticipate a direct impact from the merger, as the companies involved are not customers or suppliers, but sees potential opportunities arising from restructuring [81]

MACOM Solutions (NasdaqGS:MTSI) Q4 2025 Earnings Call November 06, 2025 08:30 AM ET Company ParticipantsNone - Company RepresentativeNone - Company RepresentativeQuinn Bolton - Managing Director of Equity ResearchStephen Ferranti - VP of Corporate Development and Investor RelationsJack Kober - CFOBlayne Curtis - Managing Director of Equity ResearchSteve Daly - President and CEONone - Company RepresentativeConference Call ParticipantsHarsh Kumar - Managing Director and Senior Research AnalystDavid Williams - ...

MACOM Solutions (NasdaqGS:MTSI) Q4 2025 Earnings Call November 06, 2025 08:30 AM ET Speaker1Welcome to MACOM's fourth fiscal quarter 2025 conference call. This call is being recorded today, Thursday, November 6, 2025. At this time, all participants are on the 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.Speaker2Thank you, Livia. Good morning and welcome to our call today to discuss ...

MACOM Reports Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results LOWELL, MA, November 6, 2025 – 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 October 3, 2025. Fiscal Year 2025 GAAP Results Fiscal Year 2025 Adjusted Non-GAAP Results • Revenue was $261.2 million, an increase of 30.1%, compared to $200.7 million in the previous year fiscal fourt ...

LOWELL, Mass., Nov. 06, 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 fourth quarter and fiscal year ended October 3, 2025. Fourth Quarter Fiscal Year 2025 GAAP Results Revenue was $261.2 million, an increase of 30.1%, compared to $200.7 million in the previous year fiscal fourth quarter and an increase of 3.6% compared to $252.1 million in the prior fiscal quarte ...