MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q4 2023 Earnings Conference Call November 9, 2023 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Tore Svanberg - Stifel David Williams - Benchmark Quinn Bolton - Needham & Company Karl Ackerman - BNP Paribas Srini Pajjuri - Raymond James Harlan Sur - J.P. Morgan Mark Lipacis - Jefferies Robert Aguanno - Piper Sandler Lauren Guy - Bank of Amer ...

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 June 30, 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 (Stat ...

财务数据和关键指标变化 - 第三季度收入为1.485亿美元,较上一季度下降12% [8] - 第三季度调整后毛利率为60.1%,较上一季度下降200个基点 [38] - 第三季度调整后营业利润为3700万美元,较上一季度下降34.6% [40] - 第三季度调整后每股收益为0.54美元,较上一季度下降31.6% [43] - 第三季度经营活动产生的现金流约4580万美元,较上一季度增加40.6% [44] 各条业务线数据和关键指标变化 - 工业和国防业务收入为8350万美元,环比增长 [12] - 电信业务收入为3830万美元,环比下降29% [19] - 数据中心业务收入为2660万美元,环比下降31% [24] 各个市场数据和关键指标变化 - 国内客户销售占比49%,环比持平 [37] - 中国客户销售占比16%,较上一季度下降4个百分点 [37] 公司战略和发展方向及行业竞争 - 公司正在开发先进的GaN工艺技术,预计2024财年将是GaN业务的增长年 [136] - 公司正在扩大在工业和国防市场的市场份额,并开发差异化的产品组合 [14][18] - 公司认为电信市场长期增长前景良好,但短期内仍面临挑战 [19][21] - 公司在数据中心市场专注于模拟解决方案,看好400G和800G产品的增长机会 [24][26] 管理层对经营环境和未来前景的评论 - 总体市场环境仍然疲软,客户库存水平较高,但订单和交货周转率有所改善 [9][10][11] - 工业和国防市场需求保持强劲,但工业市场短期内仍然疲软 [12][17] - 电信市场需求疲软,但长期前景良好,公司正在开发新产品以捕捉未来增长机会 [19][21][23] - 数据中心市场正在从低速率向高速率过渡,公司的模拟解决方案有望获得增长 [24][26] 问答环节重要的提问和回答 问题1 **Tom O'Malley 提问** 询问公司实现10亿美元收入目标的时间线和具体增长动力 [58][59][60][61] **Steve Daly 回答** 公司预计在2026财年或2027财年初实现10亿美元收入目标,主要依靠新产品驱动,而非收购。增长动力主要来自电信、工业和国防以及数据中心三大市场 [59][60][61] 问题2 **C.J. Muse 提问** 询问公司是否已接近底部,以及电信市场何时可能触底 [72][73][74] **Steve Daly 回答** 公司很难判断具体的底部时间,但预计2023财年电信市场同比将下降20%-25%。公司正在密切关注订单和交货周转情况,以评估市场走势 [73][74] 问题3 **Harsh Kumar 提问** 询问公司实现10亿美元收入目标的增长动力顺序 [115][116][117][118][119] **Steve Daly 回答** 公司预计电信、工业和国防、数据中心将按此顺序成为增长动力,但实际情况可能与预期不同。公司会根据研发投入和客户需求调整重点 [116][117][118][119]

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q2 2023 Results Conference Call May 4, 2023 8:30 AM ET Company Participants Steve Ferranti - VP, Strategic Initiatives and IR Steve Daly - President and CEO Jack Kober - CFO Conference Call Participants Matt Ramsay - Cowen Tom O’Malley - Barclays Harsh Kumar - Piper Sandler Quinn Bolton - Needham & Company Tore Svanberg - Stifel David Williams - Benchmark Karl Ackerman - BNP Paribas Operator Welcome to MACOM’s Second Fiscal Quarter 2023 Conference Call ...

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 31, 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 (Sta ...

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 30, 2022 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 ( ...

MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) Q1 2023 Earnings Conference Call February 2, 2023 8:30 AM ET Company Participants Steve Ferranti ??? Vice President-Strategic Initiatives and Investor Relations Steve Daly ??? President and Chief Executive Officer Jack Kober ??? Chief Financial Officer Conference Call Participants Quinn Bolton ??? Needham Tom O???Malley ??? Barclays Blake Friedman ??? Bank of America Harsh Kumar ??? Piper Sandler David Williams ??? Benchmark Tore Svanberg ??? Stifel Se ...