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Technology Solutions Holdings, Inc. delivered strong growth for the three months ended January 2, 2026, with revenue rising to $271.6 million, up 24.5% year over year. All three end markets contributed, led by Data Center and Telecom demand for higher‑speed optical and RF products.
Gross margin improved to 55.9%, lifting income from operations to $43.3 million. The company reported net income of $48.8 million, a sharp improvement from the prior‑year loss that included a large debt extinguishment charge, with diluted EPS of $0.64 on 76.7 million shares.
Industrial & Defense revenue grew 20.9% to $117.7 million, Data Center grew 31.4% to $85.8 million, and Telecom rose 22.9% to $68.1 million. The balance sheet remains strong, with $119.6 million in cash and $648.8 million in short‑term investments against $505.0 million of convertible notes.
FMR LLC has filed Amendment No. 3 to a Schedule 13G reporting a significant ownership position in TECHNOLOGY SOLN HLDS INC common stock. As of the event date of December 31, 2025, FMR LLC reports beneficial ownership of 6,703,728.17 common shares, representing 8.9% of the class.
FMR LLC, organized in Delaware, has sole voting power over 6,688,108.71 shares and sole dispositive power over 6,703,728.17 shares, with no shared voting or dispositive power. Abigail P. Johnson, a U.S. person, is also listed as a reporting person, with sole dispositive power over 6,703,728.17 shares and no voting power.
The securities are certified as acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. One or more other persons may receive dividends or sale proceeds from these shares, but no such person holds more than five percent of the outstanding common stock.
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.
Technology Solutions Holdings, Inc. SVP of Global Sales Hwang Donghyun Thomas reported multiple open‑market sales of common stock on February 2, 2026. The transactions, executed at weighted average prices such as $217.38 and $235.81, were coded as open market sales.
According to the filing, the shares were sold under a Rule 10b5-1 trading plan adopted on August 11, 2025. After these sales, Hwang beneficially owns 38,604 shares of Technology Solutions Holdings common stock directly.
MTSI shareholder Susan Ocampo filed a Form 144 notice to sell 100,000 common shares, with an aggregate market value of 23,029,116. The issuer had 75,010,891 common shares outstanding, and the planned sale is listed for 02/03/2026 on NASDAQ through The Charles Schwab Corporation.
The 100,000 shares to be sold were acquired on 11/21/2023 as “Founder Shares” from the issuer. Over the prior three months, Ocampo reported multiple open-market sales, including 100,000 common shares on 11/06/2025 for gross proceeds of 16,007,495.65 and additional blocks in November and December 2025.
Technology Solutions Holdings, Inc. shareholder Susan M. Ocampo has filed Amendment No. 17 to a Schedule 13G reporting her beneficial ownership in the company’s common stock. She reports beneficial ownership of 7,994,288 shares, representing 10.7% of the common stock outstanding as of December 31, 2025, based on 75,010,891 shares provided by the issuer.
The position is held entirely through multiple family-related trusts. These include 4,478,323 shares in two Ocampo Family Trusts, 2,577,334 shares in six trusts for the benefit of her children, and 938,631 shares in a grantor retained annuity trust. As trustee of each trust, Ocampo has shared voting and dispositive power over all reported shares.
MACOM Technology Solutions Holdings, Inc. is asking stockholders to vote at its 2026 annual meeting on March 5, 2026 in Chelmsford, Massachusetts. Stockholders of record as of January 12, 2026, when 75,010,891 common shares were outstanding, may vote to elect eight directors, approve on an advisory basis executive compensation for fiscal 2025, and ratify Deloitte & Touche LLP as independent auditor for the fiscal year ending October 2, 2026. The board recommends voting FOR all nominees and FOR both advisory proposals.
The proxy describes a largely independent, diversified board, with committee structures that oversee audit, compensation, governance and sustainability. Non‑employee directors receive a $65,000 cash retainer plus committee and leadership retainers and annual equity awards valued at about $190,000. Executive pay emphasizes performance-based cash and equity, with higher 2025 salary and bonus targets tied mainly to adjusted operating income. The company also highlights sustainability initiatives, including a combined heating and cooling power plant expected to cut carbon emissions by up to about 1,900 metric tons per year, and programs supporting employee engagement, DEI and community giving.
MACOM Technology Solutions Holdings, Inc. director Bryan Ingram reported an equity award of 971 shares of Common Stock on January 13, 2026. These shares represent restricted stock units (RSUs) granted under the company’s 2021 Omnibus Incentive Plan at a price of $0 per share, reflecting a compensatory grant rather than an open-market purchase. The RSUs vest in three installments: 323 shares on January 13, 2027, 323 shares on January 13, 2028, and 325 shares on January 13, 2029, if Ingram remains in continuous service with the company through each vesting date. After this grant, he beneficially owns 971 shares, held directly.
MACOM Technology Solutions Holdings, Inc. director Bryan Ingram filed an initial Form 3 insider ownership report. The filing states that, as of the event date of 01/12/2026, no securities of MACOM Technology Solutions Holdings, Inc. are beneficially owned. The form is filed by a single reporting person in the capacity of director, with no non-derivative or derivative positions reported.
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.