•
Jun 28, 2024

Macom Q3 2024 Earnings Report

MACOM's financial performance increased in Q3 2024, with revenue growth and improved profitability.

Key Takeaways

MACOM reported a strong fiscal third quarter in 2024, with revenue reaching $190.5 million, a 28.3% increase year-over-year. Net income also increased to $19.9 million, or $0.27 per diluted share. The company's adjusted non-GAAP EPS was $0.66.

Revenue increased by 28.3% year-over-year to $190.5 million.

Net income rose to $19.9 million, or $0.27 per diluted share.

Adjusted gross margin was 57.5%.

Company expects revenue of $197 million to $203 million for the next quarter.

Total Revenue
$190M
Previous year: $149M
+28.3%
EPS
$0.66
Previous year: $0.54
+22.2%
Gross Profit
$101M
Previous year: $86.1M
+17.7%
Cash and Equivalents
$117M
Previous year: $122M
-3.5%
Free Cash Flow
$41.5M
Previous year: $42.5M
-2.4%
Total Assets
$1.71B
Previous year: $1.64B
+3.8%

Macom

Macom

Forward Guidance

For the fiscal fourth quarter ending September 27, 2024, MACOM expects revenue to be in the range of $197 million to $203 million. Adjusted gross margin is expected to be between 57% and 59%, and adjusted earnings per diluted share is expected to be between $0.70 and $0.76 utilizing an anticipated non-GAAP income tax rate of 3% and 75.0 million fully diluted shares outstanding.

Positive Outlook

  • Revenue expected to be in the range of $197 million to $203 million.
  • Adjusted gross margin is expected to be between 57% and 59%.
  • Adjusted earnings per diluted share is expected to be between $0.70 and $0.76.
  • Anticipated non-GAAP income tax rate of 3%.
  • 75.0 million fully diluted shares outstanding.