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Jul 04
Macom Q3 2025 Earnings Report
MACOM reported strong fiscal third quarter 2025 financial results with significant revenue and net income growth.
Key Takeaways
MACOM Technology Solutions Holdings, Inc. announced robust financial results for its fiscal third quarter ended July 4, 2025, with revenue increasing by 32.3% year-over-year and GAAP net income more than doubling. The company also reported strong non-GAAP results, highlighting improved profitability and market momentum.
Revenue for Q3 2025 reached $252.1 million, marking a 32.3% increase compared to the same period last year.
GAAP net income significantly grew to $36.5 million, or $0.48 per diluted share, up from $19.9 million, or $0.27 per diluted share, in the prior year's fiscal third quarter.
Non-GAAP diluted EPS was $0.90, a substantial increase from $0.66 in the previous year's fiscal third quarter, demonstrating strong adjusted profitability.
The company provided a positive outlook for the fiscal fourth quarter, projecting revenue between $256 million and $264 million and adjusted diluted EPS between $0.91 and $0.95.
Macom
Macom
Forward Guidance
For the fiscal fourth quarter ending October 3, 2025, MACOM anticipates continued growth with revenue projected between $256 million and $264 million. Adjusted gross margin is expected to be between 56.0% and 58.0%, and adjusted earnings per diluted share are forecasted to be between $0.91 and $0.95.
Positive Outlook
- Expected revenue growth for Q4 2025, with a range of $256 million to $264 million.
- Anticipated strong adjusted gross margin between 56.0% and 58.0% for Q4 2025.
- Projected increase in adjusted earnings per diluted share to $0.91 - $0.95 for Q4 2025.
- Continued demonstration of growing competitiveness of MACOM’s diverse product portfolio.
- Increasing momentum in the market, as stated by the CEO.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text for the upcoming quarter.
- The company's forward-looking statements are subject to various risks and uncertainties, including the ability to develop new products and achieve market acceptance.
- Potential for component shortages or other supply chain disruptions, including those from geopolitical unrest.
- Risks related to inflationary pressures and the ability to accurately anticipate demand and manage inventory.
- Dependence on a limited number of customers could impact future performance.
- Potential impact of weakening global economic conditions, including tariffs, sanctions, or trade tensions.