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Dec 31, 2021

Macom Q1 2022 Earnings Report

MACOM's financial performance increased in Q1 2022, driven by internal investment and product development.

Key Takeaways

MACOM reported revenue of $159.6 million, a 7.5% increase compared to the previous year. Net income was $138.8 million, or $1.95 per diluted share, which includes a $118.2 million gain from the sale of equity interest in Ampere Computing Holdings LLC.

Revenue increased by 7.5% year-over-year to $159.6 million.

Gross margin improved to 59.0% compared to 54.0% in the previous year.

Operating income rose to $27.1 million, up from $12.1 million in the prior year.

Net income was $138.8 million, or $1.95 per diluted share, including a gain from the sale of equity interest.

Total Revenue
$160M
Previous year: $149M
+7.5%
EPS
$0.64
Previous year: $0.46
+39.1%
Adjusted EBITDA
$55M
Gross Profit
$94.1M
Previous year: $80.3M
+17.3%
Cash and Equivalents
$273M
Previous year: $129M
+112.4%
Free Cash Flow
$29M
Previous year: $31.9M
-9.0%
Total Assets
$1.26B
Previous year: $1.15B
+9.2%

Macom

Macom

Forward Guidance

For the fiscal second quarter ending April 1, 2022, MACOM expects revenue to be in the range of $161 million to $165 million, adjusted gross margin is expected to be between 60.0% and 62.0%, and adjusted earnings per share is expected to be between $0.64 and $0.68.

Positive Outlook

  • Revenue is expected to be in the range of $161 million to $165 million.
  • Adjusted gross margin is expected to be between 60.0% and 62.0%.
  • Adjusted earnings per share is expected to be between $0.64 and $0.68.
  • Anticipated non-GAAP income tax rate of 3%.
  • 71.4 million fully diluted shares outstanding.