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Jun 30, 2023

Macom Q3 2023 Earnings Report

MACOM's Q3 2023 performance saw a decrease in revenue and income compared to the previous year and prior quarter, but finished in line with expectations.

Key Takeaways

MACOM reported a decrease in revenue to $148.5 million, a gross margin of 58.0%, and net income of $11.9 million, or $0.17 per diluted share, for the fiscal third quarter ended June 30, 2023.

Revenue was $148.5 million, a 13.8% decrease year-over-year.

Gross margin was 58.0%, compared to 60.7% in the previous year fiscal third quarter.

Net income was $11.9 million, or $0.17 per diluted share, compared to $32.2 million, or $0.45 per diluted share, in the previous year fiscal third quarter.

Adjusted non-GAAP EPS was $0.54 per diluted share.

Total Revenue
$149M
Previous year: $172M
-13.8%
EPS
$0.54
Previous year: $0.73
-26.0%
Gross Profit
$86.1M
Previous year: $105M
-17.6%
Cash and Equivalents
$122M
Previous year: $132M
-8.1%
Free Cash Flow
$42.5M
Previous year: $33.8M
+26.0%
Total Assets
$1.64B
Previous year: $1.33B
+23.2%

Macom

Macom

Forward Guidance

For the fiscal fourth quarter ending September 29, 2023, MACOM expects revenue to be in the range of $148 million to $152 million, adjusted gross margin is expected to be between 59.0% and 61.0%, and adjusted earnings per diluted share is expected to be between $0.53 and $0.57.

Positive Outlook

  • Revenue to be in the range of $148 million to $152 million.
  • Adjusted gross margin is expected to be between 59.0% and 61.0%.
  • Adjusted earnings per diluted share is expected to be between $0.53 and $0.57.
  • Anticipated non-GAAP income tax rate of 3%.
  • 71.5 million fully diluted shares outstanding.