Financial Data and Key Metrics Changes - Revenue for Q1 was $157.1 million, up 4.5% sequentially, including approximately $6 million from the RF business acquisition [18][31] - Adjusted gross profit for fiscal Q1 was $93.1 million or 59.2% of revenue, compared to 60.1% in fiscal Q4, due to the RF business acquisition [41] - Adjusted operating income in fiscal Q1 was $38.6 million, up from $37.2 million in fiscal Q4, with an adjusted operating margin of 24.5% [42] - Adjusted earnings per fully diluted share was $0.58, compared to $0.56 in fiscal Q4 [43] Business Line Data and Key Metrics Changes - Industrial and Defense (I&D) revenue was $77 million, down 3% sequentially, while Data Center revenue was $49.5 million, up 22% sequentially, and Telecom revenue was $30.6 million, flat sequentially [10] - The Data Center end-market continues to see strong demand for 100G, 400G, and 800G optical connectivity solutions, with expectations of reduced shipments in Q2 [11][12] - Telecom revenues were down approximately 50% compared to the same quarter last year, with broad-based demand weakness across major sub-segments [34] Market Data and Key Metrics Changes - Revenue from US customers represented approximately 44% of fiscal Q1 results [41] - The RF GaN market is estimated to be a $2 billion serviceable available market (SAM), expected to grow to approximately $3 billion by 2027 [38] Company Strategy and Development Direction - The company is focused on expanding its product lines, including new technologies like KV caps BAW filters and high-frequency GaN, to enhance competitiveness [5] - The acquisition of Wolfspeed's RF business is seen as a strategic move to expand the product portfolio and improve profitability [15][16] - The company aims to improve operational efficiencies and profitability within the RF business over the next 12 to 18 months [39] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding ongoing weakness in the telecom and industrial markets throughout 2024, but believes modest growth in base revenues and profits is achievable in the second half of FY 2024 [24][32] - The company anticipates I&D and Telecom revenues to increase sequentially by approximately 20% and 50%, respectively, in Q2, while Data Center revenues are expected to decline by 15% [24] Other Important Information - The company ended the quarter with approximately $463 million in cash and short-term investments [31] - Capital expenditures totaled $4.7 million for fiscal Q1, with expectations of $30 million to $35 million for the full fiscal year [22] Q&A Session Summary Question: What are the expectations for the RF business acquisition? - Management indicated that the RF business is expected to contribute modestly to earnings in Q2, with significant synergies identified post-acquisition [16][54] Question: How does the company view the telecom market? - Management noted that while the telecom market remains weak, there are positive trends in metro long-haul and SATCOM, and they are optimistic about gaining market share in the 5G space [110] Question: What is the outlook for the Data Center business? - Management acknowledged a dip in Data Center revenues but emphasized strong long-term trends and demand for higher data rates, expecting a recovery in the back half of FY 2024 [72][106]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 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. FORM 10-Q (Mark One) (Exact name of registrant as specified in its charter) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2023 Delaware 27-0306875 ( ...

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 September 29, 2023 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) (State or other jur ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2023 Earnings Conference Call November 9, 2023 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Tore Svanberg - Stifel David Williams - Benchmark Quinn Bolton - Needham & Company Karl Ackerman - BNP Paribas Srini Pajjuri - Raymond James Harlan Sur - J.P. Morgan Mark Lipacis - Jefferies Robert Aguanno - Piper Sandler Lauren Guy - Bank of Amer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 or FORM 10-Q ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 Securities registered pursuant to Section 12(b) of the Act: | Title of each class Trading Symbol(s) | Name of exchange on which registered | | --- | --- | | ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q3 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Tom O'Malley - Barclays C.J. Muse - Evercore ISI Tore Svanberg - Stifel Karl Ackerman - BNP Paribas Harlan Sur - J.P. Morgan Blake Friedman - Bank of America Securities Matt Ramsay - TD Cowen Harsh Kumar - Piper Sandler David Williams - Benchmark Qu ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2023 Results Conference Call May 4, 2023 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Matt Ramsay - Cowen Tom O’Malley - Barclays Harsh Kumar - Piper Sandler Quinn Bolton - Needham & Company Tore Svanberg - Stifel David Williams - Benchmark Karl Ackerman - BNP Paribas Operator Welcome to MACOM’s Second Fiscal Quarter 2023 Conference Call ...

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 For the quarterly period ended March 31, 2023 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 (Sta ...

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 For the quarterly period ended December 30, 2022 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 ( ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2023 Earnings Conference Call February 2, 2023 8:30 AM ET Company Participants Steve Ferranti ??? Vice President-Strategic Initiatives and Investor Relations Steve Daly ??? President and Chief Executive Officer Jack Kober ??? Chief Financial Officer Conference Call Participants Quinn Bolton ??? Needham Tom O???Malley ??? Barclays Blake Friedman ??? Bank of America Harsh Kumar ??? Piper Sandler David Williams ??? Benchmark Tore Svanberg ??? Stifel Se ...