MTSI
MACOM Technology·NASDAQ
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MTSI fundamentals
MACOM Technology (MTSI) released its earnings on Nov 6, 2025: revenue was 261.17M (YoY +30.13%), beat estimates; EPS was 0.94 (YoY +141.03%), beat estimates.
Revenue / YoY
261.17M
+30.13%
EPS / YoY
0.94
+141.03%
Report date
Nov 6, 2025
MTSI Earnings Call Summary for Q4,2025
- Record Revenue Growth: FY '25 revenue up 32% to $967 million, with Q4 at $261.2 million (30% YoY). Data Center and Industrial & Defense set quarterly records.
- Strategic Technology Expansion: Acquired HRL's 40nm GaN-on-SiC process for high-frequency applications, opening two new design centers, and investing $50-55M in FY '26 capex.
- Defense Dominance: GaN-based radar and EW solutions drove over 50% YoY defense revenue growth.
- Data Center Leadership: 1.6T solutions are fastest-growing, with 200G photodetectors in high demand and LEO satellite opportunities poised to scale.
- Gross Margin Improvement: Expect sequential 25-50 bps margin expansion in FY '26 due to higher fab utilization and new product launches.
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Revenue
Revenue & Expenses
MTSI has released its 2025 Q4 earnings report, with revenue of 261.17M, reflecting a YoY change of 30.12%, and net profit of 45.12M, showing a YoY change of 53.40%. The Sankey diagram below clearly presents MTSI's revenue sources and cost distribution.
Key Indicators
MACOM Technology (MTSI) key financial stats and ratios, covering profitability, financial health, and leverage.
MACOM Technology (MTSI)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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MACOM Technology (MTSI)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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MACOM Technology (MTSI)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does MACOM Technology (MTSI) generate its revenue? Explore its key revenue streams and top earning regions.
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Track MACOM Technology (MTSI) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What is the market's earnings forecast for MACOM Technology next quarter?Did MACOM Technology beat or miss consensus estimates last quarter?What were the key takeaways from MACOM Technology's earnings call?What factors drove the changes in MACOM Technology's revenue and profit?What guidance did MACOM Technology's management provide for the next earnings period?What is MACOM Technology's gross profit margin?What were the key takeaways from MACOM Technology’s earnings call?What is MACOM Technology's latest dividend and current dividend yield?
