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Dec 29, 2023

Macom Q1 2024 Earnings Report

MACOM's Q1 2024 financial results were announced, revealing a mix of revenue decrease compared to the previous year but an increase compared to the prior quarter.

Key Takeaways

MACOM reported Q1 2024 revenue of $157.1 million, a 12.7% decrease year-over-year but a 4.5% increase sequentially. GAAP net income was $12.5 million, or $0.17 per diluted share, while non-GAAP net income was $41.8 million, or $0.58 per diluted share. The company is expecting Q2 revenue between $178 million and $184 million.

Revenue decreased by 12.7% compared to the previous year fiscal first quarter but increased 4.5% compared to the prior fiscal quarter.

GAAP net income was $12.5 million, or $0.17 per diluted share.

Adjusted non-GAAP net income was $41.8 million, or $0.58 per diluted share.

The company anticipates revenue between $178 million and $184 million for the fiscal second quarter ending March 29, 2024.

Total Revenue
$157M
Previous year: $180M
-12.7%
EPS
$0.58
Previous year: $0.81
-28.4%
Gross Profit
$87.3M
Previous year: $110M
-20.9%
Cash and Equivalents
$164M
Previous year: $126M
+29.7%
Free Cash Flow
$28.4M
Previous year: $28.7M
-0.7%
Total Assets
$1.65B
Previous year: $1.59B
+4.0%

Macom

Macom

Forward Guidance

For the fiscal second quarter ending March 29, 2024, MACOM expects revenue to be in the range of $178 million to $184 million. Adjusted gross margin is expected to be between 56% and 58%, and adjusted earnings per diluted share is expected to be between $0.56 and $0.62 utilizing an anticipated non-GAAP income tax rate of 3% and 73.0 million fully diluted shares outstanding.

Positive Outlook

  • Revenue is expected to be in the range of $178 million to $184 million.
  • Adjusted gross margin is expected to be between 56% and 58%.
  • Adjusted earnings per diluted share is expected to be between $0.56 and $0.62.
  • Anticipated non-GAAP income tax rate of 3%.
  • 73.0 million fully diluted shares outstanding are expected.