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Mar 29, 2024

Macom Q2 2024 Earnings Report

MACOM's financial performance increased in Q2 2024, with revenue growth and strategic investments shaping its outlook.

Key Takeaways

MACOM reported a 7.0% increase in revenue to $181.2 million compared to the previous year's fiscal second quarter. Net income was $15.0 million, or $0.20 per diluted share. The company is optimistic about continued improvements in financial performance in the second half of the fiscal year.

Revenue increased by 7.0% year-over-year to $181.2 million.

Net income reached $15.0 million, with diluted EPS at $0.20.

Adjusted gross margin was 57.1%.

MACOM anticipates revenue between $187 million and $193 million for the next quarter.

Total Revenue
$181M
Previous year: $169M
+7.0%
EPS
$0.59
Previous year: $0.79
-25.3%
Gross Profit
$90M
Previous year: $103M
-12.3%
Cash and Equivalents
$115M
Previous year: $137M
-15.8%
Free Cash Flow
$13.1M
Previous year: $26.5M
-50.6%
Total Assets
$1.68B
Previous year: $1.62B
+3.6%

Macom

Macom

Forward Guidance

For the fiscal third quarter ending June 28, 2024, MACOM expects revenue to be in the range of $187 million to $193 million. Adjusted gross margin is expected to be between 56% and 58%, and adjusted earnings per diluted share is expected to be between $0.63 and $0.69.

Positive Outlook

  • Revenue expected to be in the range of $187 million to $193 million.
  • Adjusted gross margin is expected to be between 56% and 58%.
  • Adjusted earnings per diluted share is expected to be between $0.63 and $0.69.
  • Anticipated non-GAAP income tax rate of 3%.
  • 74.0 million fully diluted shares outstanding expected.