Core Viewpoint - MACOM Technology Solutions Holdings, Inc. has promoted Robert Dennehy to Chief Operating Officer, a role that will see him oversee global operations, manufacturing, supply chain, and operational strategies as the company continues to grow and serve its diverse customer base [1][3] Group 1: Leadership and Management - Robert Dennehy has been with MACOM since 2006, serving in various roles including Senior Vice President of Operations since October 2013 and Vice President of Operations since March 2011 [2] - The creation of the COO position reflects the expanded scope and complexity of MACOM's operations due to its growth [3] Group 2: Company Overview - MACOM designs and manufactures high-performance semiconductor products for industries including Industrial and Defense, Data Center, and Telecommunications, servicing over 6,000 customers annually [4] - The company has achieved certifications in various quality and environmental management standards, including IATF16949, AS9100D, ISO9001, and ISO14001 [4] - MACOM operates facilities across the United States, Europe, and Asia, with its headquarters located in Lowell, Massachusetts [4]

Core Insights - MACOM Technology Solutions Holdings, Inc. reported strong financial results for the fiscal fourth quarter and fiscal year ended October 3, 2025, with significant revenue growth and improved operational metrics [1][6]. Financial Performance - **Fourth Quarter Fiscal Year 2025 GAAP Results**: Revenue reached $261.2 million, a 30.1% increase from $200.7 million in the same quarter last year. Net income was $45.1 million, or $0.59 per diluted share, compared to $29.4 million, or $0.39 per diluted share, in the previous year [7][8]. - **Fourth Quarter Fiscal Year 2025 Adjusted Non-GAAP Results**: Adjusted net income was $71.4 million, or $0.94 per diluted share, up from $54.2 million, or $0.73 per diluted share, in the prior year [7][8]. - **Fiscal Year 2025 GAAP Results**: Total revenue for the year was $967.3 million, a 32.6% increase from $729.6 million in fiscal year 2024. However, the company reported a net loss of $54.2 million, or $0.73 loss per diluted share, primarily due to a one-time charge of $193.1 million related to debt refinancing [7][8]. - **Fiscal Year 2025 Adjusted Non-GAAP Results**: Adjusted net income for the year was $263.4 million, or $3.47 per diluted share, compared to $188.2 million, or $2.56 per diluted share, in fiscal year 2024 [7][8]. Business Outlook - For the fiscal first quarter ending January 2, 2026, MACOM expects revenue to be between $265 million and $273 million, with an adjusted gross margin anticipated between 56.5% and 58.5% [7][8]. Management Commentary - The CEO, Stephen G. Daly, expressed optimism about the company's strong foundation and future growth as they enter fiscal 2026 [6]. Company Overview - MACOM designs and manufactures high-performance semiconductor products for various industries, including Industrial and Defense, Data Center, and Telecommunications. The company serves over 6,000 customers annually and has a broad product portfolio [10].

Core Insights - MACOM Technology Solutions Holdings, Inc. plans to announce its financial results for the fourth quarter and fiscal year 2025 on November 6, 2025, before market open [1] - A conference call will be held at 8:30 a.m. Eastern Time on the same day, hosted by the President and CEO, Stephen G. Daly, and the Senior Vice President and CFO, John F. Kober [1] Company Overview - MACOM designs and manufactures high-performance semiconductor products for 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] - MACOM has achieved multiple certifications, including IATF16949 for automotive, AS9100D for aerospace, ISO9001 for international quality, and ISO14001 for environmental management [3] - The company operates facilities across the United States, Europe, and Asia, with its headquarters located in Lowell, Massachusetts [3]

Group 1 - MACOM Technology Solutions Holdings, Inc. announced the retirement of Director Susan Ocampo from its Board of Directors, effective August 31, 2025, after a fifteen-year tenure [1][2] - Susan Ocampo has been a significant contributor to MACOM's development since joining the Board in August 2010, following the acquisition of MACOM by her and her late husband in 2009 [1][2] - The company provides high-performance semiconductor products for various industries, including Industrial and Defense, Data Center, and Telecommunications, serving over 6,000 customers annually [2] Group 2 - MACOM has achieved multiple certifications, including IATF16949 for automotive, AS9100D for aerospace, ISO9001 for quality, and ISO14001 for environmental management [2] - The company operates facilities across the United States, Europe, and Asia, with its headquarters located in Lowell, Massachusetts [2]

Company Overview - MACOM Technology Solutions Holdings, Inc. designs and manufactures high-performance semiconductor products for various industries including Telecommunications, Industrial, Defense, and Datacenter [3] - The company services over 6,000 customers annually with a broad product portfolio that includes RF, Microwave, Analog, Mixed Signal, and Optical semiconductor technologies [3] - MACOM has achieved multiple certifications including IATF16949 for automotive, AS9100D for aerospace, ISO9001 for international quality, and ISO14001 for environmental management [3] - The company operates facilities across the United States, Europe, and Asia, with its headquarters located in Lowell, Massachusetts [3] Upcoming Financial Results - MACOM plans to announce its financial results for the third quarter ended July 4, 2025, before market open on August 7, 2025 [1] - A conference call will be conducted at 8:30 a.m. Eastern Time on the same day, hosted by the President and CEO, Mr. Stephen G. Daly, and the Senior Vice President and CFO, Mr. John F. Kober [1] Investor Relations - Interested parties can register for a user-specific access code for the live call or access the live webcast through MACOM's Investor Relations Website [2] - A replay of the call will be available within 24 hours and will remain accessible for approximately 90 days [2]

Core Insights - MACOM Technology Solutions Inc. will showcase its extensive range of high-performance RF, microwave, and mmWave solutions at the International Microwave Symposium (IMS) 2025, scheduled for June 15 to 20, 2025, in San Francisco, California [1] - The company will feature 16 hands-on technology demonstrations at Booth 943, highlighting new products for electronic warfare (EW), radar, and SATCOM applications [2] - MACOM's Foundry Services will be presented at Booth 1143, emphasizing its expertise in Gallium Nitride (GaN) and Gallium Arsenide (GaAs) process technologies, supporting the entire product development lifecycle [3] - MACOM has been selected to present several technical sessions during IMS 2025, covering advanced topics such as GaN power amplifier waveform engineering and high-efficiency power amplifiers for 6G applications [4] Event Details - The IMS 2025 will take place at the Moscone Center in San Francisco, with specific hours for the exhibition from June 17 to June 19, 2025 [4] - Technical sessions will include discussions on harmonic balance simulation techniques, diamond-metal composite packages, and innovations in low-noise amplifiers and power amplifiers [5] Company Overview - MACOM designs and manufactures high-performance semiconductor products for various industries, including Telecommunications, Industrial and Defense, and Data Centers, serving over 6,000 customers annually [7] - The company has achieved multiple certifications, including IATF16949 for automotive, AS9100D for aerospace, ISO9001 for quality, and ISO14001 for environmental management [7] - MACOM operates facilities across the United States, Europe, and Asia, with its headquarters located in Lowell, Massachusetts [7]