MACOM Technology Solutions Holdings, Inc.

MACOM Q3 FY26 — Record Book-to-Bill and Strong Data Center Growth

• Strength Revenue reached $342.2 million, marking an 18.4% sequential increase and 35.8% year-over-year growth.
• Watch Adjusted net interest income decreased by approximately $1 million sequentially to $5.5 million, partly due to convertible notes repayment and an investment.

MACOM Q2 FY26 — Record Bookings and Strong Data Center Growth Drive Outperformance

• Strength Q2 FY26 revenue reached $289 million, up 6.4% sequentially and over 22% year-on-year, exceeding expectations.
• Q2 FY26 revenue reached $289 million, up 6.4% sequentially and over 22% year-on-year, exceeding expectations.

MACOM Q1 FY26 — Data Center Growth Accelerates, Record Backlog

• Strength Q1 FY26 revenue reached $271.6 million, up 24.5% YoY, with all end markets growing sequentially.
• Watch Q1 cash flow from operations was $42.9 million, down $26.7 million sequentially due to typical timing of payments and working capital changes.

MACOM Q4 FY25 — Record Revenue and Strong Data Center Growth

• Strength Q4 FY25 revenue reached a new quarterly record of $261.2 million, up 30.1% year-over-year.
• Watch Q4 FY25 inventory turns decreased to 1.9x from 2.0x in the preceding quarter, driven by additional work-in-process inventory at the RTP Fab and higher balances for future demand.

MACOM Q3 FY25 — Record Revenue and Strong Cash Generation Driven by Data Center and I&D

• Strength Record quarterly revenue of $252.1 million, up 6.9% sequentially.
• Watch Near-term gross margin dilution of approximately 60 basis points or $1.5 million in Q4 FY25 due to accelerated RTP fab transfer.

MACOM Q2 FY25 — Record Revenue and Strong Data Center/Telecom Growth

• Strength Record quarterly revenue of $235.9 million, up 8.1% sequentially.
• Watch Industrial and multi-markets area (automotive, factory automation, medical) demand was unremarkable and fundamentally weak.

MACOM Q1 FY25 — Record Revenue and Strong Cash Flow

• Strength Q1 revenue reached a new quarterly record high of $218.1 million, up 8.7% sequentially.
• Watch Adjusted gross profit margin for Q1 was 57.5%, 60 basis points lower than the preceding quarter and below target, due to lower wafer volumes in the Lowell fab.