MTSI · MACOM Technology Solutions Holdings, Inc.
$316.44
+9.38 (+3.05%)
At close · Aug 14
Market Cap
$23.73B
Shares
76.37M
MACOM Technology Solutions Holdings, Inc. Earnings Call Transcripts
Every quarterly earnings call for MACOM Technology Solutions Holdings, Inc. (MTSI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲14.8%
$178.14M
$239.34M
'22 Q4
22-11-03
▲12.8%
$180.10M
$29.52M
'23 Q1
23-02-02
▲2.6%
$169.41M
$25.75M
'23 Q2
23-05-04
▼13.8%
$148.52M
$11.85M
'23 Q3
23-08-03
▼15.6%
$150.38M
$24.45M
'23 Q4
23-11-09
▼12.7%
$157.15M
$12.53M
'24 Q1
24-02-01
▲7%
$181.23M
$14.98M
'24 Q2
24-05-02
▲28.3%
$190.49M
$19.94M
'24 Q3
24-08-01
▲33.5%
$200.71M
$29.41M
'24 Q4
24-11-07
▲38.8%
$218.12M
−$167.53M
'25 Q1
25-02-06
▲30.2%
$235.89M
$31.67M
'25 Q2
25-05-08
▲32.3%
$252.08M
$36.53M
'25 Q3
25-08-07
▲30.1%
$261.17M
$45.12M
'25 Q4
25-11-06
▲24.5%
$271.61M
$48.77M
'26 Q1
26-02-05
▲22.5%
$288.95M
$46.33M
'26 Q2
26-05-07
LATEST
▲35.8%
$342.24M
$100.71M
'26 Q3
26-08-06
Earnings call
FY26 · Q3
2026-08-06
MACOM Technology Solutions Holdings, Inc. Q3 FY2026 Earnings Call
Confident tone
Data center growth and high-speed connectivity
Industrial and defense market expansion
SAM expansion across three core markets
Revenue
$342.24M
▲ 35.8% YoY Diluted EPS
$1.28
▲ 166.7% YoY Gross margin
58.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-05-07
MACOM Technology Solutions Holdings, Inc. Q2 FY2026 Earnings Call
Confident tone
Data center growth
Industrial and defense (IND)
Gross margin and earnings outlook
Revenue
$288.95M
▲ 22.5% YoY Diluted EPS
$0.60
▲ 42.9% YoY Gross margin
56.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-02-05
MACOM Technology Solutions Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone
Data center growth and 1.6T/optical opportunities
Telecom and LEO satellite
Product roadmap and next-generation architectures
Revenue
$271.61M
▲ 24.5% YoY Diluted EPS
$0.64
Gross margin
55.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-06
MACOM Technology Solutions Holdings, Inc. Q4 FY2025 Earnings Call
Confident tone
Data Center and 1.6T Optical
Defense and GaN Technology
Telecom and LEO/Satellite
Revenue
$261.17M*
▲ 30.1% YoY Gross margin
54.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-07
MACOM Technology Solutions Holdings, Inc. Q3 FY2025 Earnings Call
Confident tone
Data Center growth
Active connectivity / PCIe
Industrial & Defense
Revenue
$252.08M
▲ 32.3% YoY Diluted EPS
$0.48
▲ 77.8% YoY Gross margin
55.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-08
MACOM Technology Solutions Holdings, Inc. Q2 FY2025 Earnings Call
Confident tone
New product introductions and trade shows
Data Center end market
Industrial & Defense / Aerospace & Defense
Revenue
$235.89M
▲ 30.2% YoY Diluted EPS
$0.42
▲ 110% YoY Gross margin
55.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-06
MACOM Technology Solutions Holdings, Inc. Q1 FY2025 Earnings Call
Confident tone
Defense and Industrial (I&D) growth
Record backlog and book-to-bill strength
Market share strategy and SAM expansion
Revenue
$218.12M
▲ 38.8% YoY Diluted EPS
$-2.30
▼ 1452.9% YoY Gross margin
53.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-07
MACOM Technology Solutions Holdings, Inc. Q4 FY2024 Earnings Call
Confident tone
Data Center Growth
Industrial & Defense
CATV / DOCSIS 4.0
Revenue
$200.71M*
▲ 33.5% YoY Gross margin
54.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-08-01
MACOM Technology Solutions Holdings, Inc. Q3 FY2024 Earnings Call
Positive tone
Data Center growth
Telecom recovery
Industrial and Defense
Revenue
$190.49M
▲ 28.3% YoY Diluted EPS
$0.27
▲ 58.8% YoY Gross margin
53.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-05-02
MACOM Technology Solutions Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone
Telecom / 5G
Wolfspeed RF Acquisition / Margin Expansion
Guidance & Cautious Outlook
Revenue
$181.23M
▲ 7% YoY Diluted EPS
$0.20
▼ 44.4% YoY Gross margin
52.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-01
MACOM Technology Solutions Holdings, Inc. Q1 FY2024 Earnings Call
Positive tone
Wolfspeed RF Business Acquisition
Telecom
High-Speed Optical and Linear Products
Revenue
$157.15M
▼ 12.7% YoY Diluted EPS
$0.17
▼ 58.5% YoY Gross margin
55.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-11-09
MACOM Technology Solutions Holdings, Inc. Q4 FY2023 Earnings Call
Revenue
$150.38M*
▼ 15.6% YoY Gross margin
57.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-03
MACOM Technology Solutions Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$148.52M
▼ 13.8% YoY Diluted EPS
$0.17
▼ 62.2% YoY Gross margin
58.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-04
MACOM Technology Solutions Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$169.41M
▲ 2.6% YoY Diluted EPS
$0.36
▼ 14.3% YoY Gross margin
60.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-02
MACOM Technology Solutions Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$180.10M
▲ 12.8% YoY Diluted EPS
$0.41
▼ 79% YoY Gross margin
61.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-11-03
MACOM Technology Solutions Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$178.14M*
▲ 14.8% YoY Gross margin
60.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-07-31
MACOM Technology Solutions Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$172.26M
▲ 12.9% YoY Diluted EPS
$0.45
▲ 114.3% YoY Gross margin
60.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-28
MACOM Technology Solutions Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$165.15M
▲ 9.7% YoY Diluted EPS
$0.42
▲ 100% YoY Gross margin
59.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-28
MACOM Technology Solutions Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$159.62M
▲ 7.5% YoY Diluted EPS
$1.95
Gross margin
59.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-11-04
MACOM Technology Solutions Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$155.21M*
▲ 5.4% YoY Gross margin
58.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-31
MACOM Technology Solutions Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$152.62M
▲ 11.2% YoY Diluted EPS
$0.21
Gross margin
57.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-29
MACOM Technology Solutions Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$150.58M
▲ 19.1% YoY Diluted EPS
$0.21
Gross margin
55.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-29
MACOM Technology Solutions Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$148.50M
▲ 24.7% YoY Diluted EPS
$-0.13
Gross margin
54.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-01-28
MACOM Technology Solutions Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$147.25M
▲ 31.2% YoY Gross margin
52.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q2
2020-07-29
MACOM Technology Solutions Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$126.42M
▼ 1.6% YoY Diluted EPS
$-0.28
Gross margin
50.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-29
MACOM Technology Solutions Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$119.10M
▼ 21% YoY Diluted EPS
$-0.43
Gross margin
48.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-01-28
MACOM Technology Solutions Holdings, Inc. Q4 FY2019 Earnings Call
Revenue
$112.25M
▼ 25.8% YoY Gross margin
47.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
1493594
CUSIP
55405Y100
13F (30d)
604 filings
598 filers
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