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MACOM Technology Solutions Holdings Inc (MTSI)
NASDAQ:MTSI
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Earnings Data
Report Date
Jan 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
$0.78Last Year’s EPS
$0.58Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Nov 07, 2024
|% Change Since: 12.31%
|Next Earnings Date:Jan 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlights strong revenue growth, particularly in the Data Center and Defense segments, supported by strategic acquisitions and financial stability. However, challenges such as suboptimal fab utilization and weaknesses in certain markets like Telecom were noted. The sentiment is positive given the strong growth outlook and strategic wins.Company Guidance
During MACOM's Q4 2024 earnings call, the company provided guidance for the first quarter of fiscal 2025, projecting revenue to be between $212 million and $218 million, with an adjusted gross margin expected to range from 57% to 59%. Adjusted earnings per share are anticipated to be between $0.75 and $0.81, based on 75 million fully diluted shares. The guidance indicates sequential revenue growth across all end markets, with Data Center expected to lead with approximately 15% sequential growth, followed by Telecom and Industrial and Defense with low to mid-single-digit growth. The company emphasized its strategic focus on Data Center and Defense customers while noting ongoing challenges in Industrial and certain Telecom submarkets.Record Quarterly Revenue
Fourth quarter revenue reached a quarterly record high of $200.7 million, up 5.4% sequentially.
Data Center Growth
Data Center revenue for the year was a record, with greater than 30% growth, and Q4 Data Center revenue increased by 14.7% sequentially.
Strong Cash Flow and Financial Position
MACOM ended the fiscal year with a free cash flow of just over $57 million and approximately $582 million in cash and short-term investments.
High Book-to-Bill Ratio
The Q4 book-to-bill ratio was 1.1:1, indicating strong demand.
Strategic Acquisitions
Strategic acquisitions have expanded MACOM's portfolio, increasing their serviceable addressable market significantly.
Significant Defense Contract Win
Delivered a large S-band high-power GaN-based phased array transmitter to a navy customer, resulting in a new contract at twice the value.
Strong Revenue Guidance for Q1 2025
Revenue expected to be in the range of $212 million to $218 million with sequential growth in all end markets.
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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
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MTSI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| 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% |
| Feb 01, 2024 | $86.23 | $84.04 | -2.54% |
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.
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FAQ
When does MACOM Technology Solutions Holdings Inc (MTSI) report earnings?
MACOM Technology Solutions Holdings Inc (MTSI) is schdueled to report earning on Jan 30, 2025, TBA Not Confirmed.
What is MACOM Technology Solutions Holdings Inc (MTSI) earnings time?
MACOM Technology Solutions Holdings Inc (MTSI) earnings time is at Jan 30, 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 (Q1) is $0.78.
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