[8-K] MACOM Technology Solutions Holdings, Inc Reports Material Event

Rhea-AI Filing Summary

MACOM Technology Solutions Holdings, Inc. (MTSI) filed a Form 8-K to announce that director Susan Ocampo will retire from the Board effective 31 Aug 2025. The company confirms her decision is voluntary and unrelated to any disagreement with MACOM’s operations, policies, or practices. No other executive changes, financial results, or strategic actions were disclosed. The filing attaches a forthcoming press release (Ex. 99.1) and the Inline XBRL cover page (Ex. 104).

Positive

• Orderly governance transition: retirement framed as voluntary with no disagreements, limiting risk of internal conflict or market concern.

Negative

• Loss of experienced oversight: departure may reduce institutional knowledge until a suitably qualified director is appointed.

Insights

Corporate Governance Expert

TL;DR: Routine board retirement; governance impact minimal; no operational discord signaled.

Director retirements are common refreshment events. Because the company states there is no disagreement, the risk of internal conflict is low. Investors should watch for the Board’s succession plan and skill-set balance, but a single voluntary departure rarely affects valuation. The filing lacks details on tenure or committee roles, limiting insight into any governance gap. Overall effect: neutral.

Portfolio Manager

TL;DR: Immaterial to near-term stock performance; monitor replacement but no trade catalyst.

The 8-K contains no financial data, guidance changes, or strategic shifts. A lone director retirement—especially one framed as amicable—typically carries negligible impact on cash flow, multiples, or sentiment. Unless Ms. Ocampo held key committee chairs influencing capital allocation, the event is unlikely to move MTSI’s risk-reward profile. I classify it as a non-impactful governance update.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 4, 2025

MACOM Technology Solutions Holdings, Inc.

(Exact name of registrant as specified in its charter)

Delaware

001-35451

27-0306875

(State or other jurisdiction of incorporation or organization)

(Commission File Number)

(I.R.S. Employer Identification No.)

100 Chelmsford Street Lowell, Massachusetts						01851
(Address of principal executive offices)						(Zip Code)

Registrant’s telephone number, including area code: (978) 656-2500

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of exchange on which registered
Common Stock, par value $0.001 per share			MTSI			Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨

Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

Retirement of Director Susan Ocampo

On August 4, 2025, Susan Ocampo notified the Board of Directors (the “Board”) of MACOM Technology Solutions Holdings, Inc. (“MACOM”) of her decision to retire from the Board, effective August 31, 2025. Mrs. Ocampo’s decision to retire is not due to any disagreement with MACOM on any matter relating to its operations, policies or practices.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number						Description
99.1						Press Release, dated August 8, 2025.
104						Cover Page Interactive Data File (embedded within Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

 

MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC.

Dated: August 8, 2025

By:

/s/ Ambra R. Roth

Ambra R. Roth

Senior Vice President, General Counsel and Secretary

FAQ

Why did Susan Ocampo retire from MACOM's (MTSI) Board?

The filing states her retirement is voluntary and not due to any disagreement with MACOM’s operations, policies or practices.

When is the effective date of the director's retirement?

Susan Ocampo’s retirement becomes effective on August 31, 2025.

Does the 8-K disclose any financial results or guidance updates for MTSI?

No. The filing contains no financial data, earnings results, or guidance revisions.

Are there accompanying exhibits with further details?

Yes. Exhibit 99.1 is a press release dated August 8 2025; Exhibit 104 is the Inline XBRL cover page.

Is there any indication of board disagreement at MACOM?

No. MACOM explicitly states there is no disagreement related to Ms. Ocampo’s retirement.