Every material Form 8-K MACOM Technology Solutions has filed with the SEC since February 01, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
MACOM Technology Solutions Holdings, Inc. reported its fourth quarter and fiscal year 2026 financial results, posting fourth-quarter revenue of $424.8 million and net income of $139.4 million, or $1.78 per diluted share. For the full fiscal year 2026, the company reported revenue of $1,327.6 million and net income of $335.3 million. Additionally, MACOM provided financial guidance for the first quarter of fiscal 2027, expecting revenue between $450 million and $460 million.
Fourth quarter fiscal 2026 revenue reached $424.8 million, up 62.7% compared to the prior-year period.
Fourth quarter fiscal 2026 GAAP net income was $139.4 million, or $1.78 per diluted share.
Fiscal year 2026 full-year revenue was $1,327.6 million, an increase of 37.3% compared to fiscal year 2025.
For the fiscal first quarter ending January 1, 2027, MACOM expects revenue in the range of $450 million to $460 million.
MACOM reported fiscal third-quarter 2026 revenue of $342.2 million, up 35.8% from a year earlier, and GAAP net income of $100.7 million, or $1.28 per diluted share, compared with $0.48 a year earlier. The company also gave fiscal fourth-quarter guidance of $415 million to $425 million in revenue and adjusted earnings of $1.97 to $2.03 per diluted share.
Revenue was $342.2 million, up 35.8% from $252.1 million a year earlier and up 18.4% from $289.0 million in the prior quarter.
GAAP net income was $100.7 million, or $1.28 per diluted share, versus $36.5 million, or $0.48, a year earlier; results include a $41.5 million gain on investment fair value.
Adjusted net income was $109.8 million, or $1.40 per diluted share, versus $0.90 a year earlier.
For the quarter ending October 2, 2026, revenue is expected at $415 million to $425 million and adjusted EPS at $1.97 to $2.03.
MACOM reported fiscal second quarter 2026 results for the period ended April 3, 2026, with revenue of $289.0 million, up 22.5% from a year earlier. GAAP net income was $46.3 million, or $0.60 per diluted share, compared with $31.7 million, or $0.42, a year earlier, though slightly below the prior quarter. The company also expects fiscal third quarter revenue of $331 million to $339 million and adjusted earnings of $1.31 to $1.37 per diluted share.
Revenue was $289.0 million, up 22.5% year over year and up 6.4% from the prior fiscal quarter.
GAAP net income was $46.3 million, or $0.60 per diluted share, versus $0.42 a year earlier and $0.64 in the prior quarter.
Adjusted net income was $84.3 million, or $1.09 per diluted share, versus $0.85 a year earlier.
For the quarter ending July 3, 2026, MACOM expects revenue of $331 million to $339 million and adjusted diluted EPS of $1.31 to $1.37.
MACOM reported fiscal first quarter 2026 results for the period ended January 2, 2026, with revenue of $271.6 million and GAAP net income of $48.8 million, or $0.64 per diluted share. Results improved from a year earlier, when a $193.1 million non-cash loss on debt extinguishment produced a net loss, and from the prior quarter. The company also expects fiscal second quarter revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.
Revenue was $271.6 million, up 24.5% from $218.1 million a year earlier and up 4.0% from $261.2 million in the prior quarter.
GAAP diluted earnings were $0.64 per share, compared with a loss of $2.30 per share a year earlier; adjusted earnings were $1.02 per share, compared with $0.79 a year earlier.
Adjusted gross margin was 57.6%, and adjusted income from operations was $74.0 million, or 27.2% of revenue.
For the fiscal second quarter ending April 3, 2026, MACOM expects revenue of $281 million to $289 million and adjusted earnings of $1.05 to $1.09 per diluted share.
MACOM Technology Solutions appointed Bryan Ingram as an independent director effective January 12, 2026, to serve until the 2026 annual meeting. Ingram previously led Broadcom's Wireless Semiconductor Division and served as chief operating officer at Avago Technologies, and the company said he has managed semiconductor businesses with more than $4 billion in revenue. The filing is a board appointment with no financial results or guidance included.
Bryan Ingram appointed to the board effective January 12, 2026, to hold office until the 2026 annual meeting of stockholders
Board determined Ingram is independent under Nasdaq listing rules and SEC rules
Ingram previously served as SVP and General Manager of Broadcom's Wireless Semiconductor Division (November 2015 to October 2019) and as COO of Avago Technologies (April 2013 to October 2015)
Ingram will receive compensation under the company's non-employee director program and has entered into the standard indemnification agreement
MACOM Technology Solutions promoted Robert Dennehy, who had been Senior Vice President, Operations, to the newly created role of Senior Vice President and Chief Operating Officer, effective November 25, 2025. The filing says the new position was created because of the company's growth, and Dennehy will continue to oversee global operations, manufacturing, and supply chain. The filing discloses his pay package but no financial results.
Robert Dennehy, age 52, appointed Senior Vice President and Chief Operating Officer effective November 25, 2025
Annual base salary of $525,000 with a target bonus of 90% of base salary and maximum of up to 200% of target
Promotion grants include restricted stock units valued at approximately $200,000, PRSUs with a target value of approximately $300,000, and rTSR restricted stock units with a target value of approximately $400,000
Dennehy has served as Senior Vice President, Operations, since October 2013; the full agreement will be filed with the Form 10-Q for the quarter ended January 2, 2026
MACOM reported fiscal fourth-quarter 2025 revenue of $261.2 million, up 30.1% from a year earlier, and GAAP net income of $45.1 million, or $0.59 per diluted share. For the full fiscal year, revenue rose 32.6% to $967.3 million, but GAAP results were a net loss of $54.2 million because of a $193.1 million loss on debt extinguishment tied to convertible notes refinancing. The company also gave fiscal first-quarter 2026 revenue and adjusted earnings per share ranges.
Fiscal Q4 2025 revenue was $261.2 million, up 30.1% year over year and 3.6% from the prior quarter; GAAP net income was $45.1 million, or $0.59 per diluted share, versus $0.39 a year earlier.
Fiscal 2025 GAAP net loss was $54.2 million, or $0.73 per diluted share, including a one-time, primarily non-cash, $193.1 million loss on extinguishment of debt.
Fiscal 2025 adjusted net income was $263.4 million, or $3.47 per diluted share, compared with $2.56 in fiscal 2024.
Outlook for the fiscal first quarter ending January 2, 2026: revenue of $265 million to $273 million and adjusted earnings of $0.98 to $1.02 per diluted share.
MACOM Technology Solutions said director Susan Ocampo will retire from its Board of Directors effective August 31, 2025, and that her decision is not due to any disagreement with the company on operations, policies or practices. The filing describes her as a director since August 2010 and credits her with contributing to the company's development, but gives no financial results or other operating figures.
Susan Ocampo notified the Board of her retirement decision on August 4, 2025.
Retirement is effective August 31, 2025.
The filing states the decision is not due to any disagreement with MACOM on its operations, policies or practices.
MACOM reported fiscal third-quarter 2025 results for the period ended July 4, 2025, with revenue of $252.1 million, up 32.3% from a year earlier and 6.9% from the prior quarter. GAAP net income was $36.5 million, or $0.48 per diluted share, compared with $19.9 million, or $0.27, a year earlier. The company also gave fiscal fourth-quarter guidance of $256 million to $264 million in revenue and adjusted EPS of $0.91 to $0.95.
Q3 revenue $252.1 million, up 32.3% year over year and 6.9% sequentially
GAAP net income $36.5 million, or $0.48 per diluted share; adjusted EPS $0.90
Fiscal Q4 outlook: revenue $256 million to $264 million; adjusted EPS $0.91 to $0.95
Nine-month GAAP net loss of $99.3 million reflects a $193.1 million loss on debt extinguishment
MACOM reported fiscal second quarter 2025 results for the quarter ended April 4, 2025, with revenue of $235.9 million, up 30.2% from a year earlier and 8.1% from the prior quarter. GAAP net income was $31.7 million, or $0.42 per diluted share, compared with $15.0 million, or $0.20, a year earlier. The company also guided fiscal third-quarter revenue to $246 million to $254 million and adjusted EPS to $0.87 to $0.91.
Revenue was $235.9 million, up 30.2% from $181.2 million a year earlier and up 8.1% from $218.1 million in the prior quarter
GAAP diluted EPS was $0.42 versus $0.20 a year earlier; adjusted EPS was $0.85 versus $0.59
Outlook for the quarter ending July 4, 2025: revenue of $246 million to $254 million and adjusted EPS of $0.87 to $0.91
The prior quarter included a $193.1 million one-time, primarily non-cash loss on debt extinguishment, which produced a GAAP net loss of $167.5 million
MACOM reported fiscal first quarter 2025 revenue of $218.1 million, up 38.8% from a year earlier and 8.7% from the prior quarter. A $193.1 million loss on debt extinguishment tied to a refinancing of its 0.25% convertible senior notes due 2026 produced a GAAP net loss of $167.5 million, or $2.30 per diluted share. The company also guided fiscal second quarter revenue to $227 million to $233 million and adjusted diluted EPS to $0.82 to $0.86.
Revenue $218.1 million, up 38.8% year over year from $157.1 million and up 8.7% from $200.7 million in the prior quarter
GAAP net loss of $167.5 million, or $2.30 per diluted share, including a $193.1 million loss on debt extinguishment, versus net income of $29.4 million in the prior quarter
Adjusted net income of $59.5 million, or $0.79 per diluted share, compared with $0.58 a year earlier
Fiscal second quarter outlook (quarter ending April 4, 2025): revenue of $227 million to $233 million and adjusted EPS of $0.82 to $0.86
MACOM closed on December 19, 2024 the issuance of $344.3 million of 0.000% convertible senior notes due 2029 and about 1,582,958 new common shares. About $288.8 million of the notes and shares went to holders who exchanged $257.7 million of 0.250% notes due 2026, and the company received no cash from that exchange. The separate $55.5 million private placement produced about $49.9 million in net proceeds for general corporate purposes, and the notes add new debt that shareholders may see in the company's future dilution and obligations.
Notes total $344,316,000 in principal, with a maturity date of December 15, 2029
About $288.8 million of notes and common stock were issued in exchange for about $257.7 million of 0.250% notes due 2026
A $55.5 million private placement produced net proceeds of about $49.9 million, expected for general corporate purposes
Initial conversion price is about $174.03 per share, a 27.5% premium to the $136.49 last sale price on December 12, 2024
MACOM reported fiscal fourth-quarter 2024 revenue of $200.7 million, up 33.5% from a year earlier, and GAAP net income of $29.4 million, or $0.39 per diluted share, up from $0.34. For the full fiscal year, revenue rose 12.5% to $729.6 million, but GAAP net income fell to $76.9 million, or $1.04 per diluted share, from $91.6 million, or $1.28, a year earlier. The company guided fiscal first-quarter revenue to $212 million to $218 million and adjusted earnings per diluted share to $0.75 to $0.81.
Q4 fiscal 2024 revenue was $200.7 million, up 33.5% year over year and 5.4% from the prior quarter
Q4 GAAP diluted EPS was $0.39 vs. $0.34 a year earlier; adjusted diluted EPS was $0.73 vs. $0.56
Fiscal 2024 GAAP income from operations was $73.7 million vs. $107.4 million; adjusted income from operations was $175.0 million vs. $189.6 million
Fiscal Q1 2025 (ending January 3, 2025) outlook: revenue of $212 million to $218 million; adjusted EPS of $0.75 to $0.81
MACOM reported fiscal third-quarter 2024 results for the period ended June 28, 2024, with revenue of $190.5 million, up 28.3% from a year earlier and 5.1% from the prior quarter. GAAP net income was $19.9 million, or $0.27 per diluted share, compared with $0.17 a year earlier. The company also expects fiscal fourth-quarter revenue of $197 million to $203 million and adjusted earnings of $0.70 to $0.76 per diluted share.
Revenue was $190.5 million, up 28.3% from $148.5 million a year earlier and up 5.1% from $181.2 million in the prior quarter.
GAAP gross margin was 53.2%, down from 58.0% a year earlier and up from 52.5% in the prior quarter.
GAAP net income was $19.9 million, or $0.27 per diluted share; adjusted net income was $48.9 million, or $0.66 per diluted share.
For the quarter ending September 27, 2024, MACOM expects revenue of $197 million to $203 million and adjusted diluted EPS of $0.70 to $0.76.
MACOM reported fiscal second quarter 2024 revenue of $181.2 million, up 7.0% from a year earlier, but GAAP net income fell to $15.0 million, or $0.20 per diluted share, from $25.8 million, or $0.36, a year earlier. The company guided fiscal third quarter revenue to $187 million to $193 million and adjusted earnings per diluted share to $0.63 to $0.69.
Revenue was $181.2 million, up 7.0% from $169.4 million a year earlier and up 15.3% from $157.1 million in the prior quarter.
GAAP gross margin fell to 52.5% from 60.6% a year earlier; GAAP income from operations was $15.4 million, down from $35.9 million.
Adjusted net income was $43.2 million, or $0.59 per diluted share, compared with $56.7 million, or $0.79, a year earlier.
For the quarter ending June 28, 2024, MACOM expects revenue of $187 million to $193 million and adjusted gross margin of 56% to 58%.
MACOM reported fiscal first quarter 2024 revenue of $157.1 million, down 12.7% from a year earlier but up 4.5% from the prior quarter. GAAP net income was $12.5 million, or $0.17 per diluted share, compared with $29.5 million, or $0.41, a year earlier. For the fiscal second quarter ending March 29, 2024, the company expects revenue of $178 million to $184 million.
Revenue was $157.1 million, down from $180.1 million a year earlier and up from $150.4 million in the prior quarter
GAAP gross margin was 55.6%, compared with 61.3% a year earlier
Adjusted net income was $41.8 million, or $0.58 per diluted share, compared with $58.0 million, or $0.81, a year earlier
Outlook for the quarter ending March 29, 2024: revenue of $178 million to $184 million and adjusted earnings of $0.56 to $0.62 per diluted share
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