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Sep 27, 2024

Macom Q4 2024 Earnings Report

Macom's Q4 2024 earnings report released, revealing revenue growth and increased net income.

Key Takeaways

MACOM reported a 33.5% increase in revenue compared to the previous year's fiscal fourth quarter, along with an increase in net income. Revenue reached $200.7 million, and net income was $29.4 million, or $0.39 per diluted share.

Revenue increased by 33.5% year-over-year, reaching $200.7 million.

Gross margin was 54.7%, compared to 57.6% in the previous year fiscal fourth quarter.

Net income increased to $29.4 million, or $0.39 per diluted share.

Adjusted net income was $54.2 million, or $0.73 per diluted share, compared to $40.1 million, or $0.56 per diluted share, in the previous year fiscal fourth quarter.

Total Revenue
$201M
Previous year: $150M
+33.5%
EPS
$0.73
Previous year: $0.56
+30.4%
Gross Profit
$110M
Previous year: $86.6M
+26.8%
Cash and Equivalents
$147M
Previous year: $174M
-15.6%
Free Cash Flow
$57.1M
Previous year: $44.5M
+28.3%
Total Assets
$1.76B
Previous year: $1.55B
+13.0%

Macom

Macom

Forward Guidance

For the fiscal first quarter ending January 3, 2025, MACOM expects revenue to be in the range of $212 million to $218 million. Adjusted gross margin is expected to be between 57% and 59%, and adjusted earnings per diluted share is expected to be between $0.75 and $0.81.

Positive Outlook

  • Revenue to be in the range of $212 million to $218 million.
  • Adjusted gross margin is expected to be between 57% and 59%.
  • Adjusted earnings per diluted share is expected to be between $0.75 and $0.81.
  • Anticipated non-GAAP income tax rate of 3%.
  • 75.0 million fully diluted shares outstanding.