Macom Technology Solutions Holdings, Inc. · NASDAQ:MTSI

Macom Technology Solutions — Investor Presentation (July 2026)

21 slides from Macom Technology Solutions's investor presentation, Jul 3, 2026

1. Slide 1: Partners from RF to Light

   July 3, 2026 Partners from RF to Light

2. Slide 2: Forward-Looking Statement Safe Harbor and Use of Non-GAAP Financial Measures

   Forward-Looking Statement Safe Harbor and Use of Non-GAAP Financial Measures This presentation contains forward-looking statements based on MACOM management’s beliefs and assumptions and on information currently available to our management. These forward-looking statements include, among others, sta

3. Slide 3: Company Snapshot

   Company Snapshot Leading Supplier of Semiconductor Solutions ■ Headquartered in Lowell, ■ Domestic & international fab ■ Focused on complex applications Massachusetts and foundry services across the RF and Lightwave ■ More than 70 years ■ Global, multi-channel sales frequency spectrum of RF & Microw

4. Slide 4: Corporate Structure Focused on Engineering Leadership

   Corporate Structure Focused on Engineering Leadership Stephen Daly President & Chief Executive Officer Robert Dennehy Jack Kober Chief Operating Officer Chief Financial Officer Wayne Struble Ambra Roth Stephen Ferranti Gregg Jessen Thomas Hwang SVP, Advanced SVP, General SVP, Corporate SVP, Advanced

5. Slide 5: Large & Diverse End Markets

   Large & Diverse End Markets Industrial & Defense Data Center Telecom  Diodes  Lightwave  Lightwave  MLH  Diodes  RF Power  MMIC  Linear  HPC  MMIC  Lightwave  HPC Modules &  HPC RF and RF Power Subsystems Microwave components and sub- Optical connectivity in Data Centers Optical and wi

6. Slide 6: Core Competencies

   Core Competencies + Material Circuit Design Wafer Packaging RF & Optical Datacenter Science Processing Subsystems A Leader in the Engineering and Manufacturing of High-Performance Analog and Mixed-Signal ICs 6

7. Slide 7: Material Science

   Material Science MACOM Used Semiconductor Process Technologies Packaging Material Science  Aluminum Gallium Arsenide  Indium Phosphide (InP)  Alumina (Al2O3) (AlGaAs)  Silicon Bipolar (BJT)  Aluminum Nitride (AlN)  Gallium Arsenide (GaAs)  Silicon CMOS  Beryllium Oxide (BeO)  GaN on Silicon

8. Slide 8: Integrated Circuit & Process Design

   Integrated Circuit & Process Design COMPLEXITY Crosspoint Switches Silicon Photonics Multifunction MMICs Amplifiers Lasers Switches 8 Diodes INTEGRATION

9. Slide 9: Wafer Processing, Package and Test

   Wafer Processing, Package and Test ■ Epitaxial Growth ■ Wafer Processing ■ Specialized Screening ■ Hi-Rel Capabilities ■ Automated Assembly ■ Wafer Inspection & Handling ■ Automated Test ■ Packaging Differentiated Capabilities for Specialized High-Performance Applications 9

10. Slide 10: Broad IP and Product Portfolio Serving a Broad Frequency Spectrum

    Broad IP and Product Portfolio Wireless WiMAX, Satellite Millimeter Communication Scientific Lasers for Lasers for Blue and Data, WLAN, Microwave Payload Wave Tracking and Imaging and Mobile Silicon Green Communications Toll Tags Cellular Access Radio Links Communications Radio Links Jamming Measure

11. Slide 11: Financials

    Financials MACOM. Partners from RF to Light

12. Slide 12: Revenue and Non-GAAP EPS Performance

    Revenue and Non-GAAP EPS Performance Revenue Non-GAAP Earnings Per Share* $1,000 $967 $3.75 $3.47 $925 $3.50 $850 $3.25 $775 $730 $3.00 $ Millions $2.82 $675 $648 $2.70 $700 $2.75 $2.56 $607 $625 $2.50 $550 $2.25 $2.15 Datacenter $475 $2.00 $400 $1.75 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY2

13. Slide 13: Profitability (Non-GAAP)

    Profitability (Non-GAAP) Non-GAAP Gross Margin* Non-GAAP Operating Margin* 65% 40% 63% 62.0% 33% 31.2% 61.3% 29.2% 28.1% 25.4% 60% 59.6% 25% 24.0% 57.9% 58% 57.4% 18% 55% 10% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 13 * Please see appendix for a reconciliation between non-GAAP measures and

14. Slide 14: Recent Financial Performance

    Recent Financial Performance Revenue Non-GAAP Gross Margin* Non-GAAP Operating Margin* $400 60% 35% 59.7% $342 59% 32% 31.5% $350 58.5% $ Millions $300 $289 58% 29% 57.6% 57.6% 27.8% $272 27.2% $261 $252 57.1% $250 57% 26% 25.6% 25.2% $200 56% 23% FQ3'25 FQ4'25 FQ1'26 FQ2'26 FQ3'26 FQ3'25 FQ4'25 FQ1

15. Slide 15: Key Balance Sheet Metrics

    Key Balance Sheet Metrics $ in Millions, Unaudited July 3, 2026 October 3, 2025 Cash and Short-Term Investments $ 663.0 $ 786.0 Total Current Assets $1,172.3 $1,205.1 Property and Equipment $ 246.3 $ 230.3 Goodwill and Intangibles $ 397.0 $ 414.9 Total Assets $2,146.8 $2,103.4 Short-term Debt $ 340.

16. Slide 16: Our Strategy is to Provide Solutions to Customers

    Our Strategy is to Provide Solutions to Customers that Operate at the … Highest RF Power Highest Frequency Highest Data Rate We Provide Semiconductors and Subsystems Solutions For Telecommunications, Data Center, and Industrial & Defense Markets We Will Use Our Strengths to Explore and Enter Attract

17. Slide 17: Non-GAAP Financial Measures

    Non-GAAP Financial Measures We make references in this presentation to certain financial information calculated on a basis other than in accordance with U.S. Generally Accepted Accounting Principles (GAAP), including non-GAAP gross profit, non-GAAP gross margin, non-GAAP income from operations, non-

18. Slide 18: Reconciliation of GAAP to Non-GAAP Results

    Reconciliation of GAAP to Non-GAAP Results $ in Millions, Unaudited FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 Revenue $ 967.3 $ 729.6 $ 648.4 $ 675.2 $ 606.9 Gross Profit – GAAP $ 529.0 $ 393.8 $ 385.8 $ 406.2 $ 341.9 Amortization expense 14.3 14.8 4.3 7.8 15.3 Share-based and non-cash compensation 9.

19. Slide 19: Reconciliation of GAAP to Non-GAAP Results

    Reconciliation of GAAP to Non-GAAP Results $ in Millions, except per share data, Unaudited FY 2025 FY 2024 FY 2023 FY 2022 FY 2021 Net (Loss) Income – GAAP $ (54.2) $ 76.9 $ 91.6 $ 440.0 $ 38.0 Amortization expense 22.4 32.4 28.1 33.4 46.2 Share-based and non-cash compensation 86.1 50.1 43.6 44.9 43

20. Slide 20: Reconciliation of GAAP to Non-GAAP Results

    Reconciliation of GAAP to Non-GAAP Results $ in Millions, Unaudited Q3 FY’26 Q2 FY’26 Q1 FY’26 Q4 FY’25 Q3 FY’25 Revenue $ 342.2 $ 289.0 $ 271.6 $ 261.2 $ 252.1 Gross Profit – GAAP $ 199.6 $ 164.4 $ 151.8 $ 142.3 $ 139.4 Amortization expense 1.6 1.6 1.6 4.3 3.3 Share-based and non-cash compensation

21. Slide 21: Partners from RF to Light

    Contact: Stephen Ferranti SVP, Corporate Development and Investor Relations Phone: (978) 656-2977 Email: stephen.ferranti@macom.com Partners from RF to Light

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