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.
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.
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.
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.
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.