•
Jul 01, 2022

Macom Q3 2022 Earnings Report

MACOM's financial performance for Q3 2022 reflected revenue increase compared to the previous year fiscal third quarter and prior fiscal quarter.

Key Takeaways

MACOM reported a revenue of $172.3 million, a 12.9% increase compared to the previous year fiscal third quarter and a 4.3% increase compared to the prior fiscal quarter. Net income was $32.2 million, or $0.45 per diluted share, compared to net income of $15.0 million, or $0.21 per diluted share, in the previous year fiscal third quarter and net income of $29.6 million, or $0.42 per diluted share, in the prior fiscal quarter.

Revenue was $172.3 million, an increase of 12.9% year-over-year and 4.3% sequentially.

Gross margin was 60.7%, compared to 57.2% in the previous year fiscal third quarter and 59.9% in the prior fiscal quarter

Operating income was $36.0 million, compared to $23.7 million in the previous year fiscal third quarter and $32.6 million in the prior fiscal quarter.

Net income was $32.2 million, or $0.45 per diluted share, compared to $15.0 million, or $0.21 per diluted share, in the previous year fiscal third quarter and $29.6 million, or $0.42 per diluted share, in the prior fiscal quarter.

Total Revenue
$172M
Previous year: $153M
+12.9%
EPS
$0.73
Previous year: $0.57
+28.1%
Free Cash Flow
$33.8M
Gross Profit
$105M
Previous year: $87.3M
+19.8%
Cash and Equivalents
$132M
Previous year: $144M
-8.3%
Free Cash Flow
$33.8M
Previous year: $39.3M
-14.1%
Total Assets
$1.33B
Previous year: $1.1B
+21.2%

Macom

Macom

Forward Guidance

For the fiscal fourth quarter ending September 30, 2022, MACOM expects revenue to be in the range of $175 million to $180 million. Adjusted gross margin is expected to be between 61.5% and 63.5%, and adjusted earnings per share is expected to be between $0.74 and $0.78.

Positive Outlook

  • Revenue is expected to be in the range of $175 million to $180 million.
  • Adjusted gross margin is expected to be between 61.5% and 63.5%.
  • Adjusted earnings per share is expected to be between $0.74 and $0.78.
  • Anticipated non-GAAP income tax rate of 3%.
  • 71.4 million fully diluted shares outstanding.