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Apr 02, 2021

Macom Q2 2021 Earnings Report

Reported a solid quarter with increased revenue and improved profitability.

Key Takeaways

MACOM announced its financial results for the fiscal second quarter ended April 2, 2021, with revenue of $150.6 million, a 19.1% increase compared to the previous year. The company reported net income of $14.8 million, or $0.21 per diluted share, a significant improvement from the previous year's net loss.

Revenue increased by 19.1% year-over-year to $150.6 million.

Gross margin improved to 55.9% compared to 50.1% in the previous year.

Operating income was $19.0 million, a significant improvement from the previous year's operating loss of $5.3 million.

Net income reached $14.8 million, or $0.21 per diluted share, compared to a net loss of $10.2 million in the previous year.

Total Revenue
$151M
Previous year: $126M
+19.1%
EPS
$0.51
Previous year: $0.17
+200.0%
Gross Profit
$84.1M
Previous year: $63.4M
+32.7%
Cash and Equivalents
$106M
Previous year: $121M
-12.6%
Free Cash Flow
$23.5M
Previous year: $20.5M
+14.7%
Total Assets
$1.07B
Previous year: $1.11B
-4.0%

Macom

Macom

Forward Guidance

For the fiscal third quarter ending July 2, 2021, MACOM expects revenue to be in the range of $150 million to $154 million. Adjusted gross margin is expected to be between 58% and 60%, and adjusted earnings per share is expected to be between $0.52 and $0.56 on an anticipated 71.0 million fully diluted shares outstanding.

Positive Outlook

  • Revenue to be in the range of $150 million to $154 million.
  • Adjusted gross margin is expected to be between 58% and 60%.
  • Adjusted earnings per share is expected to be between $0.52 and $0.56.
  • Anticipated 71.0 million fully diluted shares outstanding.