MTSI · MACOM Technology Solutions Holdings, Inc. · Webcasts, Transcripts & Audio
$232.06
-13.70 (-5.57%)
At close · Nov 13
Return incl. dividend (before tax)
Play latest call
Q4 2026 earnings call transcript
Market Cap
$17.82B
Shares
76.79M
Volume · Nov 13
1.44M
Avg daily vol (3M)
1.57M
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
MACOM Technology Solutions Holdings, Inc. Webcasts
Earnings calls, investor updates, investor days and conferences for MACOM Technology Solutions Holdings, Inc. (MTSI), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
Pull transcripts and briefs through the earnings call transcript API or MCP →
Add these events to your calendar (.ics)
Earnings call
FY26 · Q4
2026-11-05
MACOM Technology Solutions Holdings, Inc. (MTSI) Q4 2026 Earnings Call Transcript
Confident tone
Data center expansion
Telecom and LEO satellite opportunities
CW lasers and optical innovation
Revenue
$424.82M*
▲ 62.7% YoY Gross margin
59.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q3
2026-08-06
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2026 Earnings Call Transcript
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. (MTSI) Q2 2026 Earnings Call Transcript
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. (MTSI) Q1 2026 Earnings Call Transcript
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. (MTSI) Q4 2025 Earnings Call Transcript
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. (MTSI) Q3 2025 Earnings Call Transcript
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. (MTSI) Q2 2025 Earnings Call Transcript
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. (MTSI) Q1 2025 Earnings Call Transcript
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. (MTSI) Q4 2024 Earnings Call Transcript
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. (MTSI) Q3 2024 Earnings Call Transcript
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. (MTSI) Q2 2024 Earnings Call Transcript
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. (MTSI) Q1 2024 Earnings Call Transcript
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. (MTSI) Q4 2023 Earnings Call Transcript
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. (MTSI) Q3 2023 Earnings Call Transcript
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. (MTSI) Q2 2023 Earnings Call Transcript
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. (MTSI) Q1 2023 Earnings Call Transcript
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. (MTSI) Q4 2022 Earnings Call Transcript
Revenue
$178.14M*
▲ 14.8% YoY Gross margin
60.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-07-28
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2022 Earnings Call Transcript
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
2022-04-28
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2022 Earnings Call Transcript
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
2022-01-27
MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2022 Earnings Call Transcript
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. (MTSI) Q4 2021 Earnings Call Transcript
Revenue
$155.21M*
▲ 5.4% YoY Gross margin
58.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-07-29
MACOM Technology Solutions Holdings, Inc. (MTSI) Q3 2021 Earnings Call Transcript
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
2021-04-29
MACOM Technology Solutions Holdings, Inc. (MTSI) Q2 2021 Earnings Call Transcript
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
2021-01-28
MACOM Technology Solutions Holdings, Inc. (MTSI) Q1 2021 Earnings Call Transcript
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
2020-11-05
MACOM Technology Solutions Holdings, Inc. (MTSI) Q4 2020 Earnings Call Transcript
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. (MTSI) Q2 2020 Earnings Call Transcript
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. (MTSI) Q1 2020 Earnings Call Transcript
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. (MTSI) Q4 2019 Earnings Call
Revenue
$112.25M
▼ 25.8% YoY Gross margin
47.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–28 of 28 webcasts
Key facts
CIK
1493594
CUSIP
55405Y100
13F (30d)
480 filings
446 filers
Visit website
Investor relations