)
Visual24 Oct 2025
The rise of Alphabet
MACOM Solutions (MTSI) investor relations material
MACOM Solutions Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Aug, 2025
Executive summary
Q3 revenue reached $252.1M, up 32.3% year-over-year and 6.9% sequentially, with strong growth across all end markets.
Adjusted EPS was $0.90 per diluted share; GAAP net income was $36.5M, both up year-over-year and sequentially.
Ended Q3 with $735.2M in cash and short-term investments, maintaining a net cash position of over $235M.
Book-to-bill ratio exceeded 1.1, supporting a record backlog and ongoing demand strength.
Recent acquisitions, including ENGIN-IC and Wolfspeed's RF business, expanded product offerings and contributed to growth.
Financial highlights
Gross margin was 55.3% for the quarter, up from 53.2% year-over-year; adjusted gross margin was 57.6%.
Adjusted operating income was $63.5M, up 6.2% sequentially; operating income was $37.7M for the quarter.
Cash flow from operations was $60.4M for Q3 and $165.7M for nine months, both up year-over-year.
Inventory increased to $215.4M, with inventory turns rising to 2.0 from 1.9.
Capital expenditures for Q3 were $8.8M; full-year capex expected at $40M–$45M.
Outlook and guidance
Q4 revenue expected between $256M and $264M, with adjusted gross margin of 56%–58%.
Adjusted EPS for Q4 projected at $0.91–$0.95, assuming a 3% non-GAAP tax rate.
Capital expenditures for Q4 expected between $17M and $23M, including $12M for RTP Fab expansion.
Expects to pay off $161M in convertible notes over the next three quarters.
Double-digit top-line growth and higher bottom-line growth targeted for FY26.
Explain MACOM's strategic investment plan.
Assess impact of July 4, 2025 Bill.
Detail drivers behind revenue increase.
Assess impact of GaN 4 process on massive MIMO.
When will RTP fab improvements yield margin tailwind?
Discuss pipeline for broader LPO adoption.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next MACOM Solutions earnings date
Q4 20256 Nov, 2025
Next MACOM Solutions earnings date
Q4 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
MACOM Technology Solutions Holdings Inc. designs and manufactures semiconductor products for analog, RF, microwave, and millimeter wave applications. Its products serve industries including telecommunications, aerospace, defense, and data centers. The company is headquartered in Lowell, Massachusetts, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage