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 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) (State or other jur ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2022 Results Conference Call November 3, 2022 8:30 AM ET Company Participants Steve Ferranti - VP, Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Harsh Kumar - Piper Sandler Vivek Arya - Bank of America Thomas O'Malley - Barclays Tore Svanberg - Stifel Matt Ramsay - Cowen Quinn Bolton - Needham Harlan Sur - JPMorgan C.J. Muse - Evercore Melissa Fairbanks - Raymond James Richard Shannon - Craig-Hallum ...

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 July 1, 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 (State ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q3 2022 Earnings Conference Call July 28, 2022 8:30 AM ET Company Participants Steve Ferranti ??? Vice President-Strategic Initiatives and Investor Relations Steve Daly ??? President and Chief Executive Officer and Director Jack Kober ??? Senior Vice President and Chief Financial Officer Conference Call Participants Tom O???Malley ??? Barclays C.J. Muse ??? Evercore ISI Quinn Bolton ??? Needham Tore Svanberg ??? Stifel Nicolaus Matt Ramsay ??? Cowen Ma ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2022 Results Conference Call April 28, 2022 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Quinn Bolton - Needham & Company Harsh Kumar - Piper Sandler Jeremy Kwan - Stifel Tom O'Malley - Barclays Vivek Arya - Bank of America Harlan Sur - JP Morgan David Williams - Benchmark C.J. Muse - Evercore Richard Shannon - Craig-Hallum Ruben Roy - W ...

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 April 1, 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 (Stat ...

Financial Performance - Revenue increased by $11.1 million, or 7.5%, to $159.6 million for the three months ended December 31, 2021, compared to $148.5 million for the same period in the previous year[106] - Gross profit for the three months ended December 31, 2021, was $94.1 million, representing a gross margin of 59.0%, up from 54.0% in the prior year[105] - Income from operations rose to $27.1 million for the three months ended December 31, 2021, compared to $12.1 million for the same period in the previous year[103] - Net income for the three months ended December 31, 2021, was $138.8 million, a significant increase from a net loss of $9.0 million in the prior year[103] - Other income increased significantly to $114.9 million, or 72.0% of revenue, primarily due to a gain on the sale of an equity method investment[115] Market Performance - Telecom market revenue increased by $4.3 million, or 8.3%, to $55.8 million for the three months ended December 31, 2021, driven by RF and microwave products[107] - Industrial & Defense market revenue rose by $11.5 million, or 18.7%, to $73.1 million, attributed to new program wins and expansion of product lines[108] - Data Center market revenue decreased by $4.7 million, or 13.3%, to $30.7 million, primarily due to supply constraints affecting high-performance analog products[109] Expenses - Research and development expenses were $35.5 million for the three months ended December 31, 2021, slightly down from $36.9 million in the previous year[103] - Research and development expenses decreased by $1.5 million, or 4.0%, to $35.5 million, representing 22.2% of revenue[111] - Selling, general and administrative expenses increased by $0.4 million, or 1.1%, to $31.6 million, accounting for 19.8% of revenue[112] Cash Flow and Financial Position - Cash and cash equivalents at the end of the period were $273.4 million, up from $156.5 million at the beginning of the period[118] - Cash flow from operating activities was $34.1 million, consisting of a net income of $138.8 million after adjustments[119] - The company plans to use remaining cash and short-term investments for general corporate purposes and potential acquisitions[126] Future Outlook - The company expects revenue growth in the Telecom market driven by 5G deployments and upgrades in communications equipment[95] - Future revenue in the I&D market is anticipated to grow due to an expanding product portfolio for applications such as satellite communications and radar[96] - The Data Center market is expected to see revenue growth from the adoption of cloud-based services and upgrades to higher-speed interconnects[97] COVID-19 Impact - The impact of COVID-19 on operations has been minimal through the three months ended December 31, 2021, but future impacts remain uncertain[90] - The company has over 6,000 end customers across its primary markets: Telecom, Industrial and Defense, and Data Center[89]

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2022 Earnings Conference Call January 27, 2022 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 Tom O???Malley - Barclays Tore Svanberg - Stifel Harsh Kumar - Piper Sandler Chris Caso - Raymond James David Williams - Benchmark Karl Ackerman - Cowen Quinn Bolton - Needham Oper ...

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 1, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No. ...

Financial Data and Key Metrics Changes - Revenue for Q4 2021 was $155.2 million, with adjusted EPS of $0.61 per diluted share, marking a 1.7% increase quarter-over-quarter [7][35] - For the full fiscal year 2021, revenue was $607 million, representing a 14.5% year-over-year growth, and adjusted EPS was $2.15, up from $0.98 in fiscal year 2020 [8][41] - Adjusted operating margin exceeded 30% for the first time since going public, with adjusted operating income for Q4 at $46.8 million, up from $43.9 million in Q3 [10][39] Business Line Data and Key Metrics Changes - Revenue by end market for Q4 included Industrial and Defense (I&D) at $75.1 million, Telecom at $46.6 million, and Data Center at $33.5 million [13] - For fiscal year 2021, I&D revenue increased by 44%, Data Center by 10%, while Telecom revenue decreased by 10% [13] - The company reported a book-to-bill ratio of 1.2:1 for Q4 and a diversified customer base with top 10 customers representing 26.5% of total revenue [10][13] Market Data and Key Metrics Changes - Domestic customers accounted for approximately 46% of revenue in both Q4 and fiscal year 2021, an increase from 36% and 41% in the previous year [36] - The company noted supply chain challenges affecting production capacity, particularly in semiconductor and packaging technologies [12][60] Company Strategy and Development Direction - The company aims to achieve at least 10% year-over-year revenue growth in FY 2022, supported by new product introductions and market share gains [51] - MACOM is focusing on diversifying its technology portfolio and customer base, with significant investments in R&D and production capabilities [28][30] - The company is also expanding its presence in the automotive sector, leveraging its technologies for applications like sensors and autonomous driving [30] Management's Comments on Operating Environment and Future Outlook - Management acknowledged supply chain constraints but emphasized that these are viewed as short-term issues that will not hinder long-term growth [60] - The company is optimistic about its backlog and new product introductions, which are expected to drive future revenue growth [55][56] Other Important Information - The company achieved a net leverage ratio of around 1.7x and gross leverage of 3.1x, down from 3.4x and 5.5x in fiscal 2020 [45] - Standard & Poor's upgraded MACOM's credit rating from B to B+, reflecting operational and financial improvements [46] Q&A Session Summary Question: Growth trajectory towards $1 billion in sales by 2025 - Management remains confident in achieving long-term goals, starting the year with a near-record backlog and a strong product pipeline [54][55] Question: Supply chain bottlenecks - Constraints exist in semiconductor technology and assembly capacity, but these are considered tactical issues manageable by the operations team [60] Question: Data Center business outlook - The Data Center segment is expected to grow 8% to 10% in FY 2022, with strong growth anticipated in 100G and 400G applications despite some legacy business decline [66][70] Question: Telecom segment growth - Telecom is expected to see growth in cable infrastructure and PON, with steady demand for 5G front haul products [77] Question: Revenue left behind due to supply issues - Management does not quantify potential lost revenue but emphasizes that forecasts consider customer schedules and material availability [81][82] Question: Margin structure at $1 billion revenue run rate - While difficult to project, management aims to launch products with above-average margins to drive profitability [90][91] Question: New product introductions and gross margins - The company successfully met its new product introduction targets and expects to accelerate this in FY 2022, focusing on profitability improvements [96][97]