M/A-Com (MTSI) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this chipmaker would post earnings of $0.58 per share when it actually produced earnings of $0.59, delivering a surprise of 1.72%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. M/A-Com, which belongs to the Zac ...

财务表现 - 第三季度收入为1.905亿美元，同比增长28.3%，环比增长5.1%[1][2] - 毛利率为53.2%，同比下降4.8个百分点，环比上升0.7个百分点[2] - 营业利润为1,970万美元，占收入的10.4%，同比下降1.3个百分点，环比上升1.9个百分点[2] - 净利润为1,990万美元，每股摊薄收益0.27美元，同比增长67.6%，环比增长32.7%[3] - 非GAAP调整后毛利率为57.5%，同比下降2.6个百分点，环比上升0.4个百分点[4] - 非GAAP调整后营业利润为4,560万美元，占收入的24.0%，同比下降0.9个百分点，环比上升1.8个百分点[4] - 非GAAP调整后净利润为4,890万美元，每股摊薄收益0.66美元，同比增长27.3%，环比增长13.2%[5] - 公司第三季度总收入为5.33亿美元，同比增长5.7%[23] - 毛利率为57.5%，较上年同期增加2.4个百分点[28] - 非GAAP调整后的营业利润率为24.0%，较上年同期提高1.1个百分点[30] - 非GAAP调整后的净利润率为25.7%，较上年同期提高1.9个百分点[32] - 非GAAP调整后的每股收益为0.66美元，较上年同期增长22.2%[35] - 经营活动产生的现金流量净额为1.00亿美元[25] - 现金及现金等价物余额为1.17亿美元[25] 业务发展 - 公司保持专注于工程卓越、财务表现和执行,产品组合扩展战略继续为工业、国防、电信和数据中心客户创造新的业务机会[6] - 完成了对Wolfspeed公司射频业务的收购[26] - 研发投入占收入的比重为6.2%，较上年同期提高1.1个百分点[29] 财务数据 - 公司三个月和九个月期间的利息收入和利息支出数据[36] - 公司三个月和九个月期间的非现金利息支出数据[36] - 公司三个月和九个月期间的经调整利息收入(非GAAP)数据[36] - 公司三个月和九个月期间的利息收入、利息支出、非现金利息支出和经调整利息收入占总收入的百分比[36] 未来展望 - 预计第四季度收入将在1.97亿至2.03亿美元之间，非GAAP毛利率预计在57%-59%之间，非GAAP每股摊薄收益预计在0.70-0.76美元之间[7]

Have you looked into how M/A-Com (MTSI) performed internationally during the quarter ending March 2024? Considering the widespread global presence of this chipmaker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential for investors to comp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 29, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35451 MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0306875 (Sta ...

财务数据和关键指标变化 - 第二财季收入为1.812亿美元,环比增长15.3% [7] - 调整后毛利率为57.1%,环比下降2.1个百分点 [46][47] - 调整后营业利润为4020万美元,环比增长4.1% [50] - 调整后EBITDA为4740万美元,环比增长6% [51] - 调整后每股收益为0.59美元,环比增长1.7% [54] 各条业务线数据和关键指标变化 - 工业和国防业务收入为9090万美元,环比增长18% [9] - 电信业务收入为4720万美元,环比增长54.1% [9] - 数据中心业务收入为4310万美元,环比下降12.9% [9] 各个市场数据和关键指标变化 - 工业和国防业务保持稳定增长,国防订单强劲,工业订单疲软 [11] - 数据中心业务需求强劲,预计下半年将保持稳定增长 [18][19][20] - 电信业务中,5G基站和卫星通信业务有望带来增长,有线宽带业务仍然疲软 [24][25][28][29] 公司战略和发展方向及行业竞争 - 公司正在积极拓展工业和国防、数据中心和电信等领域的新业务机会 [10][18][25][29] - 在工业和国防领域,公司正在加强工程能力,为客户提供定制化解决方案 [12][13][14] - 在数据中心领域,公司正在开发200G每通道的高速连接解决方案 [19][20][23] - 在电信领域,公司正在利用GaN技术在RF功率市场获得更大份额 [42] 管理层对经营环境和未来前景的评论 - 公司整体业务保持健康和盈利,预计下半年收入和利润将有所改善 [7] - 数据中心业务有望创下历史新高,电信业务也有望实现增长 [64][65] - 公司正在积极申请联邦政府的CHIPS法案资金支持,以推动技术创新 [34][35][36][37][38] 问答环节重要的提问和回答 问题1 **Thomas O'Malley 提问** Wolfspeed RF业务的整合进展如何,以及公司采取哪些措施来提升该业务的毛利率? [68][69][70][71][72][73] **Steve Daly 回答** 公司正在与Wolfspeed团队密切合作,在运营、产能利用等方面采取多项措施来提升该业务的毛利率,预计未来一年内将看到逐步改善。[69][70][71][72][73] 问题2 **Harsh Kumar 提问** 公司在LPO光模块标准制定中的角色和看法如何? [80][81][82][83] **Steve Daly 回答** LPO只是公司数据中心产品线的一部分,公司不会过度依赖这一标准。公司正在积极参与LPO标准制定,但认为这一过程需要一定时间来成熟。[81][82][83] 问题3 **Tore Svanberg 提问** 数据中心业务的波动性如何,未来的增长趋势如何? [112][113][114][115][116][117] **Steve Daly 回答** 数据中心业务一直存在一定波动性,这是行业特点。但总体呈现增长趋势,公司将保持谨慎乐观态度,努力管理好这一业务的波动。[114][115][116][117]

M/A-Com (MTSI) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.72%. A quarter ago, it was expected that this chipmaker would post earnings of $0.57 per share when it actually produced earnings of $0.58, delivering a surprise of 1.75%.Over the last four quarters, the company has surp ...

MACOM Reports Fiscal Second Quarter 2024 Financial Results LOWELL, MA, May 2, 2024 – MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI), a leading supplier of semiconductor products, today announced its financial results for its fiscal second quarter ended March 29, 2024. Second Quarter Fiscal Year 2024 GAAP Results • Revenue was $181.2 million, an increase of 7.0%, compared to $169.4 million in the previous year fiscal second quarter and an increase of 15.3% compared to $157.1 million in th ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2024 Earnings Conference Call February 1, 2024 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Thomas O'Malley - Barclays Quinn Bolton - Needham & Company Vivek Arya - Bank of America Harsh Kumar - Piper Sandler Harlan Sur - J.P. Morgan David Williams - Benchmark Srini Pajjuri - Raymond James Tore Svanberg - Stifel Karl Ackerman - BNP Parib ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 29, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35451 MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0306875 ( ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended September 29, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission file number: 001-35451 MACOM Technology Solutions Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0306875 ...