MACOM Technology Solutions Holdings

MACOM Technology Solutions Holdings, Inc. engages in designing, developing, manufacturing, and marketing semiconductors and modules. The firm is involved in the provision of products for telecommunications (Telecom), industrial and defense (I&D), and data center industries. The company was founded on March 25, 2009 and is headquartered in Lowell, MA.

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MACOM reports solid Q1 results amidst market challenges and opportunities

MACOM's Q1 performance reflects revenue growth, strong cash flow, and confidence in long-term prospects despite market challenges.
The company's strengths lie in specialized solutions, recent wins, and a flexible manufacturing model, while facing challenges in market headwinds and cost management.
Opportunities include acquisitions, margin improvement strategies, and market potential in China, North America, and Europe, with a focus on high-frequency products.

MACOM reports mixed Q2 results, focuses on growth opportunities

MACOM's Q2 performance showed revenue growth but challenges in bookings and market demand. Despite short-term challenges, the company is focusing on strengthening its position in high-growth markets and improving operational efficiency to drive future growth.

MACOM reports solid Q3 results, eyes data center growth

MACOM's Q3 performance showed strength in Industrial and Defense but challenges in Telecom and China revenue.
The company is poised for growth in data center and GaN technology, with a focus on high-speed connectivity products.
Opportunities lie in expanding defense programs, managing inventory, and advancing technology development in Europe.
Overall, MACOM is navigating market challenges while capitalizing on key growth areas.

MACOM reports steady Q4 revenue, targets $1B revenue by '25

MACOM Technology Solutions Holdings reported steady Q4 revenue and full-year performance, with a focus on industrial, defense, and data center markets. The company aims to expand market share and achieve $1 billion in revenue by late '25 or '26.
Challenges include weakness in the telecom market and expectations for flat revenues in Q1 2024. Opportunities lie in launching new products, targeting market share gains, and focusing on high-growth sectors.
Despite industry challenges, MACOM remains resilient with strategic acquisitions, strong growth in key markets, and a clear vision for future expansion. The company's performance reflects a balanced approach to growth and market positioning.

MACOM reports solid Q1 results, eyes growth in defense and telecom

MACOM's Q1 performance showed revenue growth and strong cash position, with a focus on improving margins and segment-specific revenue growth in Q2.
The company faces challenges in core margins and data center revenue, while opportunities lie in defense, telecom, and the Wolfspeed acquisition.
Strengthening high-performance analog product capacity and targeting growth in key segments present avenues for future success and profitability.
Overall, MACOM is strategically positioned to capitalize on market opportunities and address challenges to drive sustainable growth and profitability.

MACOM reports Q2 revenue of $181.2 million, focuses on data center growth

MACOM's Q2 performance reflects mixed market conditions with a focus on high-speed products and data center growth. While facing challenges in certain segments, the company is leveraging strengths in I&D markets and securing key contracts. Opportunities lie in expanding data center solutions and positioning for future growth.

MACOM reports strong Q3 earnings, eyes growth in Defense and Data Center markets

MACOM's Q3 performance reflects solid financials and market demand, especially in Data Center and Defense sectors.
While facing challenges in certain markets, the company is well-positioned to capitalize on growth opportunities in Telecom and Data Center segments.
Strategic focus on innovation and market expansion will be key to sustaining growth and competitive edge in the future.

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LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced that it has entered into a definitive agreement to acquire the radio frequency (“RF”) business (the “RF Business”) of Wolfspeed, Inc. (“Wolfspeed”). The RF Business includes a portfolio of Gallium Nitride (“GaN”) on Silicon Carbide (“SiC”) products used in high performance RF and microwave applications. The business services a broad cu.

MACOM Announces Definitive Agreement to Acquire the RF Business of Wolfspeed, Inc.

Wolfspeed

DURHAM, N.C.--(BUSINESS WIRE)--Wolfspeed, Inc. (NYSE: WOLF) today announced that Wolfspeed has entered into a definitive agreement to sell its radio frequency business (Wolfspeed RF) to MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI) for approximately $75 million in cash, subject to a customary purchase price adjustment, and 711,528 shares of MACOM common stock, valued at $50 million based on the 30 trading day average for MACOM's common stock through August 21, 2023. The company expec.

Wolfspeed to Sell RF Business to MACOM for $125 Million

MACOM's (MTSI) third-quarter fiscal 2023 results reflect sluggishness in the Telecommunications and Data Center markets.

MACOM (MTSI) Q3 Earnings Match Estimates, Revenues Fall Y/Y

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.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2023 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $0.54 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.73 per share a year ago.

M/A-Com (MTSI) Q3 Earnings Meet Estimates

LOWELL, Mass.--(BUSINESS WIRE)--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 June 30, 2023. Third Quarter Fiscal Year 2023 GAAP Results Revenue was $148.5 million, a decrease of 13.8%, compared to $172.3 million in the previous year fiscal third quarter and a decrease of 12.3% compared to $169.4 million in the prior fiscal quarter; Gross margin was 58.0%,.

MACOM Reports Fiscal Third Quarter 2023 Financial Results

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced that it has utilized approximately $121 million of its $588 million of available cash and short-term investments as of June 30, 2023 to pay off the remaining balance of its outstanding term loans. The term loans have a maturity date of May 2024. “In this current high interest rate environment, we believe it is prudent to retire this fl.

MACOM Pays Off Outstanding Term Loans

LOWELL, MA--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced the appointment of Wayne Struble as Senior Vice President, Advanced Semiconductor Technology, effective immediately. Mr. Struble has served as a MACOM Distinguished Fellow of Technology since joining MACOM in 2010. Mr. Struble is an expert in Radio Frequency (“RF”), microwave and millimeter wave integrated circuit (“IC”) design, semicondu.

MACOM Appoints Wayne Struble as Senior Vice President, Advanced Semiconductor Technology

M/A-Com (MTSI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate M/A-Com (MTSI) to Report a Decline in Earnings: What to Look Out for

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI) plans to announce financial results for its third quarter fiscal year 2023 ended June 30, 2023, before market open on Thursday, August 3, 2023. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, August 3, 2023, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financ.

MACOM to Report Third Quarter Fiscal Year 2023 Financial Results on August 3, 2023

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI), a leading supplier of semiconductor products, today announced that it has completed the acquisition of the key manufacturing facilities, capabilities and technologies of OMMIC SAS. Going forward, the facility, which is located near Paris in Limeil-Brévannes, France, will become the foundation for MACOM's newly established European Semiconductor Center. The center will enable MACOM to offer its cu.

MACOM Establishes European Semiconductor Center

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (Nasdaq: MTSI) (“MACOM"), a leading supplier of semiconductor products, today announced Dr. Douglas Carlson, Senior Vice President, Technology, plans to retire at the beginning of MACOM's next fiscal year. Dr. Carlson and the management team will work closely to ensure a smooth transition. “I would like to acknowledge Dr. Douglas Carlson's contributions to MACOM,” said Stephen G. Daly, President and Chief Executive Office.

Dr. Douglas Carlson Announces Plans to Retire

MACOM's (MTSI) second-quarter fiscal 2023 results benefit from solid momentum across the Data center and Industrial and Defense markets.

MACOM (MTSI) Q2 Earnings & Revenues Top Estimates, Rise Y/Y

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. This call is being recorded today, Thursday, May 4, 2023.

MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2023 Earnings Call Transcript

M/A-Com (MTSI) came out with quarterly earnings of $0.79 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.68 per share a year ago.

M/A-Com (MTSI) Q2 Earnings and Revenues Top Estimates

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LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended March 31, 2023. Second Quarter Fiscal Year 2023 GAAP Results Revenue was $169.4 million, an increase of 2.6%, compared to $165.1 million in the previous year fiscal second quarter and a decrease of 5.9% compared to $180.1 million in the prior fiscal quarter; Gross margin was 60.

MACOM Reports Fiscal Second Quarter 2023 Financial Results

M/A-Com (MTSI) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

Down -14.3% in 4 Weeks, Here's Why M/A-Com (MTSI) Looks Ripe for a Turnaround

M/A-Com (MTSI) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Here's Why M/A-Com (MTSI) is Poised for a Turnaround After Losing -11.97% in 4 Weeks

LOWELL, Mass.--(BUSINESS WIRE)--MACOM Technology Solutions Holdings, Inc. (“MACOM”) (NASDAQ: MTSI) plans to announce financial results for its second quarter fiscal year 2023 ended March 31, 2023, before market open on Thursday, May 4, 2023. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, May 4, 2023, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F.

MACOM to Report Second Quarter Fiscal Year 2023 Financial Results on May 4, 2023

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MACOM (MTSI) unveils 226Gbps per lane technology product family, which comprises transimpedance amplifiers, externally modulated laser driver and photodiode.

MACOM (MTSI) Boosts Data Center Reach With New Product Family

MACOM (MTSI) acquires Linearizer, which is known for correcting distortion in communications systems and linear optical links.

MACOM (MTSI) Acquires Linearizer, Expands Product Portfolio

ADI vs. MTSI: Which Stock Is the Better Value Option?

MACOM Technology Solutions Holdings, Inc. saw a surprisingly strong 2022. Strong sales growth is set to slow down significantly in the coming quarter.

News for MACOM Technology Solutions Holdings Stock (MTSI)