MACOM Technology Solutions Holdings, Inc. filings document the formal reporting record for a Nasdaq-listed semiconductor manufacturer serving Industrial and Defense, Data Center and Telecommunications markets. The company’s 8-K reports include results of operations and financial condition, with exhibits furnishing quarterly and annual earnings releases and related GAAP and non-GAAP financial measures.
MACOM’s proxy and governance filings cover annual meeting matters, director elections, advisory executive compensation votes, auditor ratification and stockholder voting results. Additional current reports document board composition, executive officer appointments, compensation arrangements and director departures, connecting corporate governance disclosures with the company’s semiconductor operating structure.
T. Rowe Price Investment Management, Inc. filed an amended Schedule 13G reporting its holdings of MACOM Technology Solutions Holdings Inc. common stock. The firm reports beneficial ownership of 2,850,185 shares of common stock, representing 3.7% of the class.
The filer reports sole power to vote 2,841,849 shares and sole power to dispose of 2,850,185 shares, with no shared voting or dispositive power. The filing states that ownership of this amount represents ownership of 5 percent or less of the class and expressly denies that this filing constitutes an admission of beneficial ownership.
MACOM Technology Solutions Holdings, Inc. had its ownership information updated by shareholder Susan M. Ocampo in Amendment No. 19 to a Schedule 13G. Ocampo reports beneficial ownership of 4,884,490 shares of common stock, representing 6.4% of the class, based on 76,295,774 shares outstanding as of June 30, 2026.
All 4,884,490 shares are held through trusts: 2,496,234 shares in two Ocampo Family Trusts, 1,890,850 shares in three trusts for her children, and 497,406 shares in a grantor retained annuity trust. She has shared voting and dispositive power over all reported shares and no sole voting or sole dispositive power.
MACOM Technology Solutions Holdings, Inc. reported strong growth for the quarter ended July 3, 2026, with revenue of $342,237 (in thousands), up 35.8% year over year. Growth was broad-based across Industrial & Defense, Data Center and Telecom, led by Data Center revenue rising 81.5% to $137,584. Gross margin improved to 58.3%, lifting income from operations to $77,115.
Net income increased to $100,708 (diluted EPS $1.28), aided by a $41,543 gain on new long-term investments in IQE plc. For the first nine months, revenue reached $902,804 and net income $195,806, reversing a prior-year loss. Cash from operations was $201,550, supporting capital spending and repayment of the remaining 2026 convertible notes. MACOM ended the period with $89,604 in cash, $573,426 in short-term investments, stockholders’ equity of $1,540,775, and a $344,316 0.00% convertible note due 2029 now classified as short-term after a stock-price conversion trigger was met.
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.
MACOM Technology Solutions Holdings Inc ownership update: BlackRock, Inc. filed Amendment No. 6 to report beneficial ownership of 7,964,299 shares of Common Stock (10.4%) as of 06/30/2026. The filing lists 7,776,818 shares with sole voting power and 7,964,299 shares with sole dispositive power.
MACOM Technology Solutions Holdings SVP Donghyun Thomas Hwang sold 2,620 shares of common stock in open-market trades. On June 25, 2026, he executed 12 sales at prices ranging from about $367.30 to $391.94 per share, under a pre-arranged Rule 10b5-1 trading plan adopted on August 11, 2025. Following these transactions, he directly owns 29,756 shares of MACOM common stock.
MACOM Technology Solutions Holdings, Inc. President and CEO Stephen G. Daly reported multiple open-market sales of the company’s common stock. On May 29, 2026, he sold a total of 15,828 shares in 19 separate transactions.
The sales were made under a pre-arranged sales plan adopted on February 27, 2026 and intended to comply with Rule 10b5-1 under the Securities Exchange Act of 1934. Footnotes state the reported per-share prices are weighted averages, with individual trades executed in price ranges from about $357.82 to $391.18 per share.
The Charles Schwab Corporation reported proposed sales of Common stock on a Form 144 by an affiliated holder. The filing lists multiple sale dates in 2026 with individual transactions as large as 400,000 shares on 05/07/2026 (proceeds shown $132,655,087.07).
The notice names Susan Ocampo as the selling party and shows numerous separate sale entries between 02/25/2026 and 05/13/2026 with share counts and proceeds for each trade.
MACOM Technology Solutions director Shanmugaraj Murugesan reported a stock gift. On May 19, 2026, he made a bona fide gift of 1,400 shares of MACOM common stock at no stated price. After this charitable transfer, he directly holds 5,214 shares of the company.