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Macom Tech Solutions Hldgs Inc 8-K Filings

MTSI NASDAQ

Every 8-K that Macom Tech Solutions Hldgs Inc (MTSI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow MTSI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MTSI filings page.

Rhea-AI Summary

MACOM Technology Solutions Holdings reported fiscal third quarter 2026 results with revenue of $342.2 million, up 35.8% from the prior-year quarter and 18.4% sequentially. GAAP gross margin improved to 58.3%, and income from operations rose to $77.1 million, or 22.5% of revenue. GAAP net income reached $100.7 million, or $1.28 per diluted share.

On a non-GAAP basis, adjusted income from operations was $107.7 million with a 31.5% margin, and adjusted net income was $109.8 million, or $1.40 per diluted share. For the fiscal fourth quarter ending October 2, 2026, MACOM expects revenue between $415 million and $425 million, adjusted gross margin of 60.0–61.0%, and adjusted diluted EPS of $1.97–$2.03.

Rhea-AI Summary

MACOM Technology Solutions reported strong fiscal second quarter 2026 results. Revenue reached $289.0 million, up 22.5% from $235.9 million a year earlier and 6.4% above the prior quarter’s $271.6 million. GAAP gross margin improved to 56.9%.

GAAP net income was $46.3 million, or $0.60 per diluted share, compared with $31.7 million, or $0.42 per diluted share, in the prior-year quarter and $48.8 million, or $0.64 per diluted share, in the prior quarter. Non-GAAP net income rose to $84.3 million, or $1.09 per diluted share, versus $64.3 million, or $0.85 per diluted share, a year ago and $78.2 million, or $1.02 per diluted share, last quarter.

For the fiscal third quarter ending July 3, 2026, MACOM guides revenue to $331–$339 million, non-GAAP gross margin to 59.0%–60.0%, and non-GAAP diluted EPS to $1.31–$1.37, based on a 3% non-GAAP tax rate and 78.5 million diluted shares.

Rhea-AI Summary

MACOM Technology Solutions Holdings, Inc. reported the results of its 2026 Annual Meeting of Stockholders held in Chelmsford, Massachusetts on March 5, 2026. Stockholders elected eight directors to serve until the 2027 Annual Meeting and until their successors are duly elected and qualified.

Director nominees received between 63,335,903 and 69,304,619 votes for, with broker non-votes of 1,995,122 for each nominee. Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers for fiscal year 2025, with 69,293,469 votes for, 569,953 against, and 56,611 abstaining plus 1,995,122 broker non-votes.

In addition, stockholders ratified the appointment of Deloitte & Touche LLP as the independent registered public accounting firm for the fiscal year ending October 2, 2026, with 71,708,151 votes for, 178,297 against, and 28,707 abstaining.

Rhea-AI Summary

Technology Solutions Holdings, Inc. filed a current report to share that it has released its financial results for the fiscal first quarter ended January 2, 2026. The company issued a press release on February 5, 2026 detailing these results, which is included as Exhibit 99.1 to the report.

The filing classifies this as an update on results of operations and financial condition, without providing specific figures in the text. The company’s common stock continues to trade on the Nasdaq Global Select Market under the symbol MTSI.

Rhea-AI Summary

MACOM Technology Solutions Holdings, Inc. reported that its Board of Directors appointed Bryan Ingram as a director effective January 12, 2026. He will serve until the 2026 annual meeting of stockholders and is expected to be nominated for a one-year term at that meeting. The Board determined that he qualifies as an independent director under Nasdaq and SEC rules.

The company highlights Mr. Ingram’s extensive semiconductor industry background, including senior leadership roles at Broadcom and Avago and multiple public company board positions. He will receive compensation under MACOM’s standard non-employee director program and has signed the company’s standard indemnification agreement. MACOM also issued a press release about his appointment, furnished as an exhibit.

Rhea-AI Summary

MACOM Technology Solutions Holdings, Inc. (MTSI) has appointed longtime executive Robert Dennehy, age 52, as Senior Vice President and Chief Operating Officer, effective November 25, 2025. He has been with the company in operations leadership roles since 2011 and previously led its Cork, Ireland subsidiary.

Dennehy will receive an annual base salary of $525,000 and is eligible for an annual bonus targeted at 90% of base salary, with a maximum of up to 200% of that target. In connection with the promotion, he will receive restricted stock units valued at approximately $200,000 that vest over three years, performance-based RSUs with a target value of about $300,000 that may pay out between 0% and 300% of target, and relative total shareholder return RSUs with a target value of about $400,000 that may pay out between 0% and 200% of target, all under the company’s standard award agreements. He remains eligible for standard benefits and continues to participate in the company’s Change in Control Plan.

Rhea-AI Summary

MACOM Technology Solutions Holdings, Inc. (MTSI) reported that it issued a press release announcing results of operations for its fiscal fourth quarter and fiscal year ended October 3, 2025. The release was furnished as Exhibit 99.1 to the report.

The filing identifies the item as Results of Operations and Financial Condition and provides the exhibit index, including the press release and the cover page inline XBRL data file.

Rhea-AI 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).