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Oct 01, 2021

Macom Q4 2021 Earnings Report

MACOM's revenue increased slightly, with improved gross and operating margins.

Key Takeaways

MACOM reported fiscal fourth quarter revenue of $155.2 million, a 5.4% increase year-over-year. The company's gross margin was 58.1%, and operating income was $26.3 million. Net income was $17.1 million, or $0.24 per diluted share.

Revenue increased by 5.4% compared to the previous year fiscal fourth quarter.

Gross margin improved to 58.1% from 52.8% in the previous year fiscal fourth quarter.

Operating income rose to $26.3 million, compared to $12.7 million in the previous year fiscal fourth quarter.

Net income was $17.1 million, or $0.24 per diluted share.

Total Revenue
$155M
Previous year: $147M
+5.4%
EPS
$0.61
Previous year: $0.4
+52.5%
Free Cash Flow
$35.8M
Previous year: $69.5M
-48.5%
Adjusted Operating Income
$46.8M
Previous year: $34.1M
+37.3%
Gross Profit
$90.2M
Previous year: $77.7M
+16.1%
Cash and Equivalents
$157M
Previous year: $129M
+20.9%
Free Cash Flow
$35.8M
Previous year: $69.5M
-48.5%
Total Assets
$1.13B
Previous year: $1.15B
-1.1%

Macom

Macom

Forward Guidance

For the fiscal first quarter ending December 31, 2021, MACOM expects revenue to be in the range of $157 million to $161 million. Adjusted gross margin is expected to be between 60.0% and 62.0%, and adjusted earnings per share is expected to be between $0.60 and $0.64 on an anticipated 71.4 million fully diluted shares outstanding.

Positive Outlook

  • Revenue to be in the range of $157 million to $161 million.
  • Adjusted gross margin is expected to be between 60.0% and 62.0%.
  • Adjusted earnings per share is expected to be between $0.60 and $0.64.
  • Anticipated 71.4 million fully diluted shares outstanding.