Every material Form 8-K MACOM Technology Solutions filed with the SEC in 2026, 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
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