Welcome to our dedicated page for Macom Tech Solutions Hldgs news (Ticker: MTSI), a resource for investors and traders seeking the latest updates and insights on Macom Tech Solutions Hldgs stock.
MACOM Technology Solutions Holdings, Inc. (NASDAQ: MTSI) is a semiconductor company that designs and manufactures high-performance RF, microwave, analog, mixed-signal and optical products for the Telecommunications, Industrial and Defense and Data Center industries. The news stream for MTSI highlights how these technologies are deployed across data center connectivity, telecom infrastructure, radar, SATCOM, RF-over-fiber links and other high-performance systems.
News about MACOM frequently covers financial results and outlook, including quarterly and annual earnings releases, management commentary and non-GAAP performance metrics. These updates provide insight into revenue trends, margins and the company’s view of demand across its primary markets.
Investors and industry followers will also see corporate and governance announcements, such as leadership changes, board appointments and director retirements, which are reported through both SEC filings and press releases. These items help explain changes in MACOM’s executive team and board composition.
Another recurring theme in MACOM news is technology and product developments. The company issues releases on new chipsets, high-speed connectivity solutions, RF, microwave and millimeter wave products, and agreements related to advanced semiconductor processes such as GaN-on-silicon carbide. Coverage often includes details of demonstrations and product showcases at major industry events like European Microwave Week and the European Conference on Optical Communication.
By following the MTSI news page, readers can track MACOM’s reported progress in its target markets, see updates on its semiconductor technologies and review official communications around financial performance and corporate actions in one place.
MACOM (Nasdaq: MTSI) announced the promotion of Robert Dennehy to Chief Operating Officer effective Nov 25, 2025.
Mr. Dennehy will continue to oversee global operations, manufacturing, supply chain and operational strategy as MACOM expands its business. He has served as Senior Vice President, Operations since October 2013 and previously as Vice President, Operations from March 2011. He was Managing Director of MACOM’s Cork, Ireland site from 2006 to March 2011.
Management and the CEO cited company growth and Dennehy’s operational experience as reasons for creating the new COO role and supporting MACOM’s continued execution.
MACOM (Nasdaq: MTSI) reported fiscal fourth quarter and full fiscal 2025 results on Nov 6, 2025. Q4 revenue was $261.2M, up 30.1% YoY, with GAAP net income of $45.1M or $0.59 per diluted share and adjusted net income of $71.4M or $0.94 per diluted share. For fiscal 2025, revenue was $967.3M, up 32.6% YoY. GAAP results show a $54.2M net loss (loss of $0.73 per diluted share) driven by a one-time, primarily non-cash $193.1M loss on extinguishment of debt. Fiscal 2025 adjusted net income was $263.4M or $3.47 per diluted share. Management provided fiscal Q1 2026 guidance: revenue $265M–$273M, adjusted gross margin 56.5%–58.5%, and adjusted EPS $0.98–$1.02.
MACOM (NASDAQ:MTSI) announced an agreement to license and manufacture HRL Laboratories’ proprietary 40nm T3L GaN-on-SiC process. Under the deal MACOM receives an exclusive license to produce T3L-based products and will perform a rapid process transfer from HRL into one of MACOM’s U.S. Trusted Foundries. T3L uses a proprietary epitaxial structure and advanced gate design for improved millimeter-wave performance and reliability, and was matured under OUSD’s STARRY NITE and DARPA’s DREaM programs. HRL is jointly owned by Boeing and General Motors. MACOM said the process will enhance its high-frequency product portfolio and support commercial and defense applications.
MACOM (Nasdaq: MTSI) will report its fourth quarter and fiscal year 2025 financial results for the period ended October 3, 2025, before market open on Thursday, November 6, 2025.
The company will host a conference call and live webcast on November 6, 2025 at 8:30 a.m. Eastern Time, hosted by Stephen G. Daly, President and CEO, and John F. Kober, SVP and CFO. Investors must register via the company’s Investor Relations website to obtain a user-specific access code for the live call. A replay will be available within 24 hours and remain accessible for approximately 90 days.
MACOM Technology Solutions (NASDAQ:MTSI), a semiconductor products supplier, will showcase its latest analog connectivity solutions at ECOC 2025 in Copenhagen from September 29 to October 1, 2025.
The company will demonstrate advanced solutions including 3.2T transmit capabilities with 400G per lane data rates, 1.6T technologies featuring 200G per lane solutions, PCIe 6.0 Optical for low latency applications, 100G LPO Ecosystem demonstrating DSP-free solutions, and SFP112 Fronthaul Solutions.
MACOM's connectivity portfolio includes lasers, modulator and laser drivers, linear equalizers, optical clock recovery modules, and various other high-speed components supporting data center, AI/ML, telecom, and networking infrastructures.
MACOM Technology Solutions (NASDAQ:MTSI), a semiconductor products supplier, will showcase its RF, microwave and millimeter wave solutions at European Microwave Week 2025 in Utrecht, Netherlands from September 23-25 at Booth #D068.
The company will demonstrate various technologies including SATCOM applications featuring Ka-Band Power Amplifiers and Low Noise Amplifiers, RFoF solutions covering L- to Ku-Bands, and space and Hi-Rel products for satellite communications. MACOM will also present radar applications and foundry services.
Two technical presentations will be delivered by MACOM experts on September 23, covering stability envelope analysis and GaN/Si chip MMIC technology for 5G communications.
MACOM Technology Solutions (NASDAQ:MTSI) has unveiled a groundbreaking chipset designed to extend PCIe and CXL connectivity over optical fiber. The solution consists of the MATA-38794 transimpedance amplifier and MALD-38795 VCSEL driver, enabling PCIe extension up to 100 meters over multimode fiber.
The chipset supports eight PCIe 6.0 lanes at 64 Gbps PAM4 while consolidating sideband signaling into a single fiber pair, reducing cost and complexity. This technology advancement is crucial for disaggregated computing infrastructure, offering improved latency, lower power consumption, and flexible scaling capabilities.
MACOM Technology Solutions (Nasdaq: MTSI), a leading semiconductor products supplier, announced that Director Susan Ocampo will retire from the company's Board of Directors, effective August 31, 2025.
Mrs. Ocampo has served on the Board since August 2010, following her and her late husband John Ocampo's acquisition of MACOM in 2009. During her 15-year tenure, she played a crucial role in MACOM's development, providing strategic guidance that helped shape the company's corporate values and commitment to excellence.
MACOM Technology Solutions (Nasdaq: MTSI), a semiconductor products supplier, reported strong fiscal Q3 2025 results with revenue of $252.1 million, up 32.3% year-over-year and 6.9% sequentially. The company achieved a GAAP gross margin of 55.3% and net income of $36.5 million ($0.48 per diluted share).
On a non-GAAP basis, MACOM posted an adjusted gross margin of 57.6% and adjusted net income of $68.2 million ($0.90 per diluted share). For Q4 2025, the company projects revenue between $256-264 million and adjusted earnings per share of $0.91-0.95.
MACOM Technology Solutions (Nasdaq: MTSI) has successfully completed the operational transfer of its recently acquired wafer fabrication facility in Research Triangle Park, North Carolina, approximately six months ahead of schedule. The facility specializes in GaN-on-SiC process technologies for RF power devices and monolithic microwave integrated circuits (MMICs).
The facility, which holds status as a US Department of Defense Trusted Foundry, produces components primarily used in telecommunication infrastructure and defense electronics. MACOM's management team is now focused on enhancing the fab's operational performance and key metrics.