Welcome to our dedicated page for Macom Tech Solutions Hldgs SEC filings (Ticker: MTSI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
MACOM Technology Solutions Holdings, Inc. delivered strong growth with revenue of $288.9 million for the quarter ended April 3, 2026, up 22.5% from a year earlier. Net income rose to $46.3 million, and diluted earnings per share increased to $0.60 from $0.42.
Growth was broad-based: Industrial & Defense, Data Center and Telecom all expanded, led by higher sales of high-performance analog, coherent and optical products and telecom applications such as PON and SATCOM. Gross margin improved to 56.9%, reflecting operating leverage despite higher headcount and production costs.
For the first six months of fiscal 2026, revenue reached $560.6 million, up 23.5%, and net income was $95.1 million compared with a loss a year ago that had included a large debt extinguishment charge. Operating cash flow was $121.6 million, and MACOM ended the period with $98.5 million in cash plus $566.3 million in short-term investments, against $344.3 million of 0.00% convertible notes due 2029 after fully settling its 2026 convertible notes.
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.
The Charles Schwab Corporation notice shows proposed open-market sales of Common Stock reported on Form 144 by a shareholder, with multiple dated transactions in early 2026. Examples include 261,763 shares sold on 02/25/2026 for $66,600,315 and 200,000 shares on 03/02/2026.
The listing identifies the security as Common and labels some shares as Founder Shares; the transactions are presented as individual sale notices rather than a single registered offering.
FMR LLC filed Amendment No. 5 to Schedule 13G/A reporting beneficial ownership of 10,617,759.72 shares of MACOM TECHNOLOGY SOLN HLDS INC common stock, representing 14.1% of the class as of 03/31/2026. The filing lists FMR LLC and Abigail P. Johnson as reporting persons and references a Power of Attorney and an Exhibit 99 13d-1(k) agreement.
MACOM Technology Solutions Holdings, Inc. reports an amended Schedule 13G/A showing 6,801,395 shares of Common Stock beneficially owned by Susan M. Ocampo, representing 9.1% of the class. Shares outstanding are 75,011,970 as of March 31, 2026. The holdings are held in multiple trusts for family beneficiaries, with shared voting and dispositive power reported.
MACOM Technology Solutions Holdings, Inc. senior vice president of global sales Donghyun Thomas Hwang reported open-market sales of a total of 3,718 shares of common stock on April 30, 2026. The trades were executed at prices generally between $273.36 and $281.59 per share.
After these transactions, Hwang directly holds 34,886 shares of MACOM common stock. The filing states that the sales were made under a pre-arranged trading plan adopted on August 11, 2025 intended to comply with Rule 10b5-1, indicating the timing was set in advance rather than decided on the trade date.
Morgan Stanley Smith Barney LLC (reporting for an affiliate) filed a Form 144 reporting planned/reserved equity and a recent 10b5-1 sale by Donghyun Thomas Hwang. The notice lists 8,127 Performance Stock Units, 591 Restricted Stock Units, and 215 Employee Stock Purchase Plan shares with grant dates in October–November 2024. The filing records a 10b5-1 sale of 5,274 common shares on 02/02/2026 for $1,192,248.76. Shares outstanding are shown as 75,011,970 as of 04/30/2026.
Susan Ocampo filed a Form 144 reporting multiple proposed sales of Common shares of The Charles Schwab Corporation. The entries list sale dates from 02/03/2026 through 04/21/2026 with multiple share amounts recorded, including 200,000 shares on 03/02/2026 and 100,000 shares on 04/13/2026. The filing lists repeated sale entries by the same holder across February–April 2026 and identifies the securities as Founder Shares.
The filing is a Form 144 notice regarding proposed and recent sales of Common shares by Susan Ocampo. The record lists multiple sales between 02/03/2026 and 04/17/2026, including transactions of 100,000 and 200,000 shares and corresponding proceeds reported in dollar amounts.
MTSI reporting person filed a Form 144 notice for multiple proposed sales of Common stock by Susan Ocampo. The excerpt lists numerous transactions between 02/03/2026 and 04/16/2026, including single-day amounts such as 261,763 shares (02/25/2026), 200,000 shares (03/02/2026), and several 100,000- and 200,000-share entries. The filing itemizes each proposed sale date and share amount and identifies the broker as Goldman Sachs & Co. LLC.