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MACOM Technology Solutions Holdings Inc (DE:1MA)
FRANKFURT:1MA
Germany Market
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MACOM Technology Solutions Holdings (1MA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 29, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.86
Last Year’s EPS
0.68
Same Quarter Last Year
Based on 10 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
MACOM reported strong financial performance for FY 2025, with significant revenue and EPS growth. The company achieved record revenues in its Data Center and Industrial & Defense segments and launched a number of new products. However, the Telecom segment faced some challenges, and there were increases in inventories and operating expenses. Overall, the positive aspects of the earnings call outweigh the negatives.
Company Guidance
During the call, MACOM provided guidance for the first quarter of fiscal 2026, projecting revenue to be between $265 million and $273 million, and adjusted earnings per share (EPS) to range from $0.98 to $1.02. The company anticipates sequential revenue growth across all its end markets, with the Data Center segment expected to lead with approximately 5% growth, followed by Telecom and Industrial & Defense with low single-digit growth. Adjusted gross margin is forecasted to be between 56.5% and 58.5%. MACOM highlighted a strong backlog and robust bookings, particularly noting that October was one of the best months in years. Moreover, the company anticipates gross margin improvements of 25 to 50 basis points sequentially as it progresses through fiscal 2026, bolstered by increased fab utilization and the launch of more profitable products.
Record Revenue and Growth
Fiscal Year 2025 revenue was $967 million, a 32% increase year-over-year. Adjusted EPS grew by more than 35% to $3.47.
Strong Cash Flow and Financial Position
MACOM generated $193 million in free cash flow and ended the year with $786 million in cash and short-term investments.
Data Center and Industrial & Defense Achievements
Data Center and Industrial & Defense segments reached record revenues, with Data Center up approximately 5% sequentially and Industrial & Defense up approximately 7% sequentially.
New Product Launches
Over 200 new products were launched in FY '25, a record for MACOM, driving financial performance with new product introductions outpacing overall revenue growth.
Strategic Partnership and Technology Licensing
MACOM announced an agreement with Hughes Research Laboratories to transfer their 40-nanometer GaN on Silicon Carbide process, enhancing MACOM's technology portfolio.
Significant Defense Market Growth
Defense market revenue for GaN-based components and products grew over 50% year-over-year.

MACOM Technology Solutions Holdings (DE:1MA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:1MA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 29, 2026
2026 (Q1)
0.86 / -
0.684
Nov 06, 2025
2025 (Q4)
0.80 / 0.81
0.63228.77% (+0.18)
Aug 07, 2025
2025 (Q3)
0.78 / 0.78
0.57136.36% (+0.21)
May 08, 2025
2025 (Q2)
0.73 / 0.74
0.5144.07% (+0.22)
Feb 06, 2025
2025 (Q1)
0.68 / 0.68
0.50236.21% (+0.18)
Nov 07, 2024
2024 (Q4)
0.63 / 0.63
0.48530.36% (+0.15)
Aug 01, 2024
2024 (Q3)
0.57 / 0.57
0.46722.22% (+0.10)
May 02, 2024
2024 (Q2)
0.51 / 0.51
0.684-25.32% (-0.17)
Feb 01, 2024
2024 (Q1)
0.49 / 0.50
0.701-28.40% (-0.20)
Nov 09, 2023
2023 (Q4)
0.48 / 0.48
0.666-27.27% (-0.18)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:1MA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 06, 2025
€130.00€144.00+10.77%
Aug 07, 2025
€119.00€109.00-8.40%
May 08, 2025
€99.50€107.00+7.54%
Feb 06, 2025
€130.00€124.00-4.62%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does MACOM Technology Solutions Holdings Inc (DE:1MA) report earnings?
MACOM Technology Solutions Holdings Inc (DE:1MA) is schdueled to report earning on Jan 29, 2026, After Close (Confirmed).
    What is MACOM Technology Solutions Holdings Inc (DE:1MA) earnings time?
    MACOM Technology Solutions Holdings Inc (DE:1MA) earnings time is at Jan 29, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of MACOM Technology Solutions Holdings Inc stock?
          The P/E ratio of MACOM Technology Solutions Holdings is N/A.
            What is DE:1MA EPS forecast?
            DE:1MA EPS forecast for the fiscal quarter 2026 (Q1) is 0.86.
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