Macom Tech Solutions Hldgs Inc Stock Price, News & Analysis

MACOM Technology Solutions has unveiled a new wideband front end module (FEM) ENGSD00088 covering 2 to 18 GHz frequency range. The miniature multi-chip Transmit/Receive Module integrates GaN Power Amplifier, GaAs Low Noise Amplifier, and T/R switch in a single compact package. The transmit path features 2.5W typical saturated output power with 24% power added efficiency and 25 dB large signal gain. The receive path delivers 27 dB gain with 3.5 dB noise figure and 26 dBm OIP3, with input power handling up to +20 dBm and optional limiter protection. This product is designed for electronic countermeasures and phased array radar applications, offering mission-critical reliability and simplified system design. MACOM will showcase the FEM at IMS 2025 in San Francisco from June 17-19.

MACOM Technology Solutions (MTSI) will showcase its RF, microwave and millimeter wave solutions at the International Microwave Symposium (IMS) 2025 from June 15-20 in San Francisco. The company will feature 16 hands-on technology demonstrations at Booth #943, displaying various products for EW, radar and SATCOM applications, including amplifiers, modules, and integrated solutions.

At Booth #1143, MACOM will highlight its Foundry Services, showcasing expertise in GaN and GaAs technologies. The company will also participate in several technical sessions, presenting on topics such as GaN power amplifier waveform engineering, high efficiency PAs for 6G, and MIMO applications.

MACOM Technology Solutions (NASDAQ: MTSI) reported strong financial results for Q2 FY2025. Revenue reached $235.9 million, up 30.2% year-over-year and 8.1% sequentially. GAAP gross margin improved to 55.2%, while net income was $31.7 million ($0.42 per diluted share).

On an adjusted non-GAAP basis, the company achieved a gross margin of 57.5% and adjusted net income of $64.3 million ($0.85 per diluted share). For Q3 FY2025, MACOM projects revenue between $246-254 million with adjusted earnings per share of $0.87-0.91.

MACOM Technology Solutions (Nasdaq: MTSI) has announced it will release its second quarter fiscal 2025 financial results on May 8, 2025, before the market opens. The company will host a conference call at 8:30 a.m. Eastern Time on the same day.

The earnings call will feature presentations from President and CEO Stephen G. Daly and Senior VP & CFO John F. Kober. Interested parties can access the live call and webcast through MACOM's Investor Relations Website. A replay will be available for approximately 90 days after the event.

MACOM Technology Solutions (MTSI) has announced its participation at OFC 2025, scheduled for April 1-3, 2025, in San Francisco. The company will showcase its latest semiconductor connectivity solutions at Booth 2028.

Key demonstrations will include:

• 3.2 Terabit Transmit Solutions supporting 400G per lane PAM transmission
• 1.6 Terabit Solutions featuring 227 Gbps per lane capabilities
• Optical PCIe 6.0 and 7.0 Solutions for low latency applications
• SFP112 Fronthaul Solutions
• 50 Gigabit PON Solution
• CW Laser technology for 800 Gigabit and 1.6 Terabit modules
• 16 Channel, 75 mW CW Laser Array

MACOM will also demonstrate its solutions at the OIF Booth #5745, featuring interoperability showcases for 800ZR, 400ZR, OpenZR+, and other advanced technologies.

MACOM Technology Solutions has announced a new MACOM PURE DRIVE™ EML laser driver with equalizer (MALD-39071) designed for low power linear SFP112 modules in next-generation 50G and 100G Fronthaul applications. The product offers key advantages over retimed architectures, including reduced power consumption, improved signal latency, and lower costs.

The MALD-39071 features integrated input equalization, broad dynamic range, and optional automatic gain control. It supports various data rates and is compatible with multiple form factors including SFP112, QSFP112, 800G OSFP, and 800G QSFP-DD. As a member of the Mobile Optical Pluggable Alliance (MOPA), MACOM will showcase this technology at OFC2025 in San Francisco from April 1-3, 2025.

MACOM Technology Solutions has unveiled four new 200G per lane solutions for 1.6T data center optical connectivity. The announcement includes:

• New 100 mW and 75 mW Continuous Wave (CW) lasers for 1.6T silicon photonics solutions, available in single, 8-channel and 16-channel arrays
• MARP-BP112 backside illuminated photodiode with integrated lens for chip stacking on transimpedance amplifiers
• MALD-40435 VCSEL driver for 200G per lane short reach Multi-mode Fiber optical modules

The solutions feature MACOM's advanced Etched Facet Technology process and proprietary optical semiconductor technology, offering enhanced performance and reliability for DR4 and DR8 optical modules. These products will be demonstrated at OFC2025 in San Francisco from April 1-3, 2025.

MACOM Technology Solutions will showcase its latest satellite communications products at SATELLITE 2025 from March 11-13 in Washington, D.C. at Booth 1333. The company, with over 60 years in the space industry, will demonstrate several key products:

Highlights include the new High Power Opto-Amp™ product line for enhanced optical connectivity, featuring 10-50W output power range; a Linearized Q-Band Power Amplifier demonstrating improved linear output power; a High-Power C-Band SATCOM PA delivering 125W power with 38% efficiency using PURE CARBIDE™ GaN technology; Free Space Optical (FSO) Solutions including linear lasers and RF over Fiber solutions; and various SATCOM RF and Microwave Components supporting Ku- and Ka-Band applications.

MACOM Technology Solutions has announced a new Opto-Amp™ optical amplifier product line for free space optical (FSO) communications between satellites and ground networks. The technology leverages Erbium and Ytterbium materials to achieve enhanced output power and efficiencies.

The product line aims to improve connectivity between earth stations and various satellite networks including LEO, MEO, and GEO. MACOM will manufacture these high-power optical amplifiers in U.S.-based facilities, incorporating radiation tolerant design elements proven for harsh space environments.

The amplifiers support multiple modulation methods including non-return-to-zero (NRZ), pulse-position-modulation (PPL), burst-mode, and coherent modulation. Engineering samples are expected in late 2025.