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Macom Technology Solutions (MTSI)
:MTSI
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.9Last Year’s EPS
0.66Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 7.21%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
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
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
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 |
|---|---|---|---|
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 Jul 31, 2025, TBA Not Confirmed.
What is Macom Technology Solutions (MTSI) earnings time?
Macom Technology Solutions (MTSI) earnings time is at Jul 31, 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 (Q3) is 0.9.