The earnings call highlighted strong revenue growth and successful new product introductions, particularly in the Data Center and Telecom segments. The Industrial & Defense segment also reached record revenues. However, challenges persist in the industrial market and in optimizing the Wolfspeed RF fab's gross margins. Overall, the positive achievements and growth prospects outweigh the challenges, indicating a strong performance.

Company Guidance

In the recent MACOM conference call for the second fiscal quarter of 2025, the company provided revenue guidance for the third quarter, projecting revenues in the range of $246 million to $254 million. MACOM anticipates sequential revenue growth across all three end markets: Industrial & Defense is expected to grow by approximately 10%, Data Center by 5%, and telecom to experience slight growth. The company is also forecasting an adjusted gross margin between 56.5% and 58.5%, with adjusted earnings per share anticipated to be between $0.87 and $0.91, based on a fully diluted share count of 76.5 million. MACOM's strategic focus on high-performance solutions, coupled with a diverse portfolio, positions it for continued market share gains despite macroeconomic uncertainties.

Record Revenue for Q2 FY2025

MACOM reported record revenue of $235.9 million for the second quarter of fiscal year 2025, an increase of 8.1% sequentially across all three end markets.

Strong Performance in Data Center and Telecom Segments

Data Center revenue was up 11% sequentially and Telecom was up 18%. The Data Center business is expected to grow by mid-40% year-over-year, driven by higher data rates and new technology deployments.

Record Quarterly Revenues in Industrial & Defense and Data Center

Industrial & Defense achieved record quarterly revenues of $98.5 million, with demand driven by DoD system upgrades in radar, EW, and communication systems.

Introduction of New Product Lines

MACOM introduced the Opto-Amp Product Line at SATELLITE 2025, capable of producing up to 40 watts of optical power, supporting free space optic applications.

Strong Financial Metrics

Adjusted EPS was $0.85 per diluted share. The book-to-bill ratio was 1.1:1, with a record backlog and strong cash position of approximately $682 million.

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
Aug 07, 2025	$139.03	$127.75	-8.11%
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%

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 Holdings Inc (MTSI) report earnings?

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

What is MACOM Technology Solutions Holdings Inc (MTSI) earnings time?

MACOM Technology Solutions Holdings Inc (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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