The earnings call presented a largely positive outlook with record revenues and strong performance in key segments such as Data Center and Telecom. However, there were some challenges noted, particularly in the industrial demand and ongoing adjustments with the Wolfspeed RF fab. Overall, the company demonstrated strong financial health and strategic product launches, indicating potential for sustained growth.

Company Guidance -

Q4 2025

During MACOM's second fiscal quarter 2025 conference call, the company provided guidance for the third quarter of fiscal 2025. MACOM anticipates revenue to range between $246 million and $254 million, with an adjusted gross margin expected to be between 56.5% and 58.5%. The company also projects adjusted earnings per share to be in the range of $0.87 to $0.91, based on 76.5 million fully diluted shares. Sequential revenue growth is expected across all end markets, with Industrial & Defense projected to lead with approximately 10% growth, followed by Data Center at 5% growth, and telecom slightly up sequentially. Despite recognizing increased market uncertainty, MACOM remains optimistic due to its robust product portfolio and strategic growth initiatives.

Record Revenue in Q2 Fiscal 2025

The revenue for the second quarter of fiscal 2025 was $235.9 million, marking a new quarterly record and representing an 8.1% sequential increase.

Strong Performance in Data Center and Telecom Segments

Data Center revenue was $72.2 million, up 11% sequentially, and Telecom was $65.2 million, up 18% sequentially. Both segments showed notable growth and contributed significantly to overall performance.

Positive Book-to-Bill Ratio

The Q2 book-to-bill ratio was 1.1:1, indicating strong demand with customer orders exceeding revenue by approximately 10%.

Introduction of New Products

MACOM introduced the new Opto-Amp product line and demonstrated cutting-edge technology at major industry events, indicating strong innovation and market engagement.

Strong Cash and Financial Position

MACOM ended the quarter with approximately $682 million in cash and short-term investments, maintaining a strong balance sheet.

MACOM Technology Solutions Holdings (MTSI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

MTSI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q4)	0.93 / -	0.73	―	―	―
Aug 07, 2025	2025 (Q3)	0.90 / 0.90	0.66	36.36% (+0.24)	―
May 08, 2025	2025 (Q2)	0.84 / 0.85	0.59	44.07% (+0.26)	―
Feb 06, 2025	2025 (Q1)	0.79 / 0.79	0.58	36.21% (+0.21)	―
Nov 07, 2024	2024 (Q4)	0.73 / 0.73	0.56	30.36% (+0.17)	―
Aug 01, 2024	2024 (Q3)	0.66 / 0.66	0.54	22.22% (+0.12)	―
May 02, 2024	2024 (Q2)	0.59 / 0.59	0.79	-25.32% (-0.20)	―
Feb 01, 2024	2024 (Q1)	0.57 / 0.58	0.81	-28.40% (-0.23)	―
Nov 09, 2023	2023 (Q4)	0.55 / 0.56	0.77	-27.27% (-0.21)	―
Aug 03, 2023	2023 (Q3)	0.54 / 0.54	0.73	-26.03% (-0.19)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MTSI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$113.37	$119.66	+5.55%
Feb 06, 2025	$135.73	$129.50	-4.59%
Nov 07, 2024	$121.92	$139.14	+14.12%
Aug 01, 2024	$100.92	$99.65	-1.26%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Macom Technology Solutions (MTSI) report earnings?

Macom Technology Solutions (MTSI) is schdueled to report earning on Nov 06, 2025, After Close (Confirmed).

What is Macom Technology Solutions (MTSI) earnings time?

Macom Technology Solutions (MTSI) earnings time is at Nov 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MTSI EPS forecast?

MTSI EPS forecast for the fiscal quarter 2025 (Q4) is 0.93.

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