TickerStarBeta
Semiconductor coverage/Optical and photonics/MTSI
MTSI company alerts

MACOM Technology updates worth following

RF, microwave and optical semiconductors. TickerStar monitors official filings, investor releases, earnings, and call updates for MACOM Technology. Subscribe to MTSI alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.

Official-source feed

Recent MTSI alert previews

TickerStar filters routine noise and surfaces investor-relevant filings, releases, earnings, and call updates.

SEC filingSEC filing

MTSI 10-Q filed 2025-08-07 | Key takeaways

MTSI filed its 10-Q; the most relevant disclosure change is expanded Subsequent Events - RTP Fab Transfer: On July 25, 2025, the company completed the RTP Fab Transfer in connection with the RF Business Acquisition. As part of the RF Business Acquisition, $16.3 million of the purchase price was allocated to prepaid and other current assets associated with property . Customer concentration: Customer A represented 13% of revenue; Customer A represented 13% of revenue.

Subscribe to read more
EarningsOfficial company source

MACOM Reports Fiscal Q3 2025 Revenue of $252.1M, Up 32.3% YoY

MACOM Technology Solutions reported fiscal Q3 2025 revenue of $252.1 million, up 32.3% year-over-year from $190.5 million in the prior year period and up 6.9% sequentially from $235.9 million in Q2 FY2025. GAAP net income was $36.5 million or $0.48 per diluted share, compared to $19.9 million or $0.27 per diluted share in the prior year period. Non-GAAP adjusted EPS was $0.90 versus $0.66 in the prior year period. For fiscal Q4 2025, the company expects revenue of $256 million to $264 million and adjusted EPS of...

Subscribe to read more
SEC filingSEC filing

MTSI 10-Q filed 2025-05-08 | Key takeaways

MTSI filed its 10-Q; the most relevant disclosure change is expanded Risk Factors: Added new risk factors addressing adverse global economic conditions, tariffs, trade tensions, retaliatory trade measures, and regulatory changes across multiple jurisdictions. Added risk factors addressing integration challenges with acquired companies includ. Customer concentration: Customer A represented 13% of revenue; Customer A represented 16% of accounts_receivable.

Subscribe to read more
SEC filingSEC filing

MTSI 10-Q filed 2025-02-06 | Key takeaways

MTSI filed its 10-Q; the most relevant disclosure change is added Loss on extinguishment of debt: The company recognized a $193.1 million loss on exchange of $288.8 million principal amount of 2026 Convertible Notes for $257.7 million of new 2029 Convertible Notes, 1.58 million shares of common stock, and $17.6 million cash. Customer concentration: Customer B represented 14% of revenue; Customer C represented 11% of revenue.

Subscribe to read more
Debt offeringSEC filing

MACOM Reports Q1 FY2025 Revenue of $218.1M, Up 38.8% YoY; Provides Q2 FY2025 Guidance

MACOM Technology Solutions reported fiscal Q1 2025 revenue of $218.1 million, up 38.8% year-over-year from $157.1 million and up 8.7% sequentially from $200.7 million in the prior fiscal quarter. GAAP net loss was $167.5 million or $2.30 per diluted share, impacted by a $193.1 million one-time non-cash loss on debt extinguishment related to refinancing convertible senior notes; excluding this charge, non-GAAP adjusted net income was $59.5 million or $0.79 per diluted share. For the fiscal second quarter ending A...

Subscribe to read more