Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
MACOM Technology Solutions Holdings Inc (MTSI)
NASDAQ:MTSI
RESEARCH TOOLSreports
Earnings Data
Report Date
May 01, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.84Last Year’s EPS
0.59Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Feb 06, 2025
|% Change Since: -11.11%
|Next Earnings Date:May 01, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong revenue growth and cash flow, particularly in the Data Center and Defense segments, with a solid book-to-bill ratio indicating healthy demand. However, challenges in achieving target gross margins due to telecom market softness and under-absorption in the Lowell fab, along with a significant non-cash loss from debt refinancing, provided some counterbalance.Company Guidance
In their first fiscal quarter of 2025 conference call, MACOM reported a revenue of $218 million with an adjusted EPS of $0.79 per diluted share, marking a positive start to the fiscal year. The company saw an increase in free cash flow to $63 million and held $657 million in cash and short-term investments. The revenue breakdown showed Industrial and Defense at $97.4 million, Data Center at $65.3 million, and Telecom at $55.4 million, with sequential growth of 16% in Data Center, 7% in Telecom, and 5% in Industrial and Defense. The Q1 book-to-bill ratio stood at 1.1:1, indicating strong order activity and record backlog levels. For the second quarter, MACOM provided revenue guidance of $227 million to $233 million, with an expected adjusted EPS between $0.82 and $0.86, and maintained a positive outlook for growth across all end markets.Record Quarterly Revenue
MACOM reported a new quarterly record high revenue of $218.1 million, up 8.7% sequentially.
Strong Data Center Growth
Data Center revenue was $65.3 million, up 16% sequentially, indicating strong growth in this segment.
Solid Free Cash Flow
Free cash flow for Q1 was approximately $63 million, showcasing strong cash generation capabilities.
Book-to-Bill Ratio
The company achieved a book-to-bill ratio of 1.1:1, indicating a healthy demand and future revenue potential.
Defense and Industrial Market Strength
Industrial and Defense revenue reached a record $97.4 million, up 5% sequentially, driven by growth in the defense business.
Positive Financial Outlook
Revenue for Q2 is expected to be in the range of $227 million to $233 million, with sequential revenue growth expected in all end markets.
---
MACOM Technology Solutions Holdings (MTSI) Earnings, Revenues Date & History
MTSI Earnings History
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 |
|---|---|---|---|
| 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% |
| May 02, 2024 | $99.12 | $98.98 | -0.14% |
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 May 01, 2025, TBA Not Confirmed.
What is MACOM Technology Solutions Holdings Inc (MTSI) earnings time?
MACOM Technology Solutions Holdings Inc (MTSI) earnings time is at May 01, 2025, TBA Not 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 (Q2) is 0.84.
---