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Macom Tech Solutions Hldgs (MTSI) Stock News

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MACOM Technology Solutions Holdings, Inc. reports developments tied to its high-performance semiconductor business for Industrial and Defense, Data Center and Telecommunications markets. The company designs and manufactures RF, microwave, analog and mixed-signal, and optical semiconductor technologies used by original equipment manufacturers and distributors.

Recurring news includes quarterly and annual financial results, GAAP and non-GAAP performance measures, and product announcements across optical transceivers, copper interconnects, linear equalizers, cable drivers, modulator drivers and satellite communications solutions. Company updates also cover technology demonstrations, manufacturing capabilities and quality certifications for automotive, aerospace, international quality and environmental management standards.

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MACOM Technology Solutions (Nasdaq: MTSI), a leading semiconductor products supplier, announced that Director Susan Ocampo will retire from the company's Board of Directors, effective August 31, 2025.

Mrs. Ocampo has served on the Board since August 2010, following her and her late husband John Ocampo's acquisition of MACOM in 2009. During her 15-year tenure, she played a crucial role in MACOM's development, providing strategic guidance that helped shape the company's corporate values and commitment to excellence.

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MACOM Technology Solutions (Nasdaq: MTSI), a semiconductor products supplier, reported strong fiscal Q3 2025 results with revenue of $252.1 million, up 32.3% year-over-year and 6.9% sequentially. The company achieved a GAAP gross margin of 55.3% and net income of $36.5 million ($0.48 per diluted share).

On a non-GAAP basis, MACOM posted an adjusted gross margin of 57.6% and adjusted net income of $68.2 million ($0.90 per diluted share). For Q4 2025, the company projects revenue between $256-264 million and adjusted earnings per share of $0.91-0.95.

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MACOM Technology Solutions (Nasdaq: MTSI) has successfully completed the operational transfer of its recently acquired wafer fabrication facility in Research Triangle Park, North Carolina, approximately six months ahead of schedule. The facility specializes in GaN-on-SiC process technologies for RF power devices and monolithic microwave integrated circuits (MMICs).

The facility, which holds status as a US Department of Defense Trusted Foundry, produces components primarily used in telecommunication infrastructure and defense electronics. MACOM's management team is now focused on enhancing the fab's operational performance and key metrics.

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MACOM Technology Solutions (Nasdaq: MTSI) has scheduled its third quarter fiscal 2025 financial results announcement for August 7, 2025, before market open. 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 CFO John F. Kober. Investors 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.

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MACOM Technology Solutions (MTSI) has unveiled new additions to its RF and optical portfolio for the SATCOM industry, showcasing them at IMS 2025 in San Francisco. The product lineup includes GaN-on-SiC Power Amplifiers for multiple frequency bands: C-Band PAs (60W and 130W), X-Band PAs (60W and 130W), a Ku-Band MMIC offering 60W output power with 35% efficiency, and a Ka-Band MMIC PA delivering 25W output power. Additionally, MACOM introduced RF over Fiber solutions including the Th-Mod MATT-60M1 transmitter with 70 GHz bandwidth and VPX RFoF modules supporting up to 50 GHz bandwidth for SOSA applications.
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MACOM Technology Solutions (MTSI) has unveiled a comprehensive suite of high-performance RF solutions for advanced radar systems, to be showcased at IMS 2025 in San Francisco. The new product lineup includes GaN-on-SiC amplifiers across multiple frequency bands: S-Band amplifiers delivering up to 800W power, a 700W C-Band Power Amplifier, and high-efficiency MMICs. Notable innovations include the MAPC-P1060 1kW X-Band Pulsed PA Pallet with 52dB gain, the WSM5000S integrated Front End Module, and the CMPA1F1H060 Ku-Band MMIC capable of 80W output power. The company is also expanding its passives portfolio for applications requiring over 100W power handling.
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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.
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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.

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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.

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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.

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FAQ

What is the current stock price of Macom Tech Solutions Hldgs (MTSI)?

The current stock price of Macom Tech Solutions Hldgs (MTSI) is $364.64 as of May 29, 2026.

What is the market cap of Macom Tech Solutions Hldgs (MTSI)?

The market cap of Macom Tech Solutions Hldgs (MTSI) is approximately 29.8B.