MACOM Technology Solutions Holdings, Inc. (MTSI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to MACOM's fourth fiscal quarter 2025 conference call. This call is being recorded today, Thursday, November 6, 2025. At this time, all participants are in listen-only mode. I will now turn the call over to Mr. Steve Ferranti, MACOM's Vice President of Corporate Development and Investillations. Mr. Ferranti, please go ahead. Thank you, Olivia. Good morning, and welcome to our call today to discuss MACOM's fourth quarter and year-end financial results for fiscal year 2025. I would like to remind everyone that our discussion today will contain forward-looking statements which are subject to certain risks and uncertainties as defined in the safe harbor for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those discussed today. For a more detailed discussion of the risks and uncertainties that could result in those differences, We refer you to MACOM's filings with the SEC. Management statements during this call will also include discussion of certain adjusted non-GAAP financial information. A reconciliation of GAAP to adjusted non-GAAP results is provided in the company's press release in related Form 8 , which was filed with the S&P today. With that, I'll turn over the call to Steve Daley, President and CEO of MACOM. Thank you, and good morning. I will begin today's call with a general company update. After that, Jack Kober, our Chief Financial Officer, will review our Q4 and full year results for fiscal 2025. When Jack is finished, I will provide revenue and earnings guidance for the first quarter of fiscal 2026, and then we will be happy to take some questions. Revenue for the fourth quarter of fiscal 2025 was $261.2 million and adjusted EPS was 94 cents per diluted share. F...