Every material Form 8-K MACOM Technology Solutions filed with the SEC in 2025, 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 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
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every MACOM Technology Solutions filing is on SEC EDGAR ↗. 8-K briefs of other companies →