AI brief of an SEC Form 8-K · MACOM Technology Solutions (MTSI)

MACOM Q4 revenue up 30.1% to $261.2 million; fiscal year net loss of $54.2 million

Mixed Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyMACOM Technology Solutions (MTSI)
Form8-K, current report
Filed with the SECNov 6, 2025, 7:31 AM ET
Accession number0001493594-25-000049

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:11 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 06, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.