MACOM Technology Solutions Hold
MTSI
Jodie read · what matters now
Revenue increased 22.5% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to MTSI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.
What improved
- Revenue increased 22.5% versus the comparable filing period.
- Operating margin improved 2.8 percentage points.
- Net income increased 46.3% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Gross profit increased for the three and six months ended April 3, 2026 as compared to the three and six months ended April 4, 2025 primarily as a result of higher sales, partially offset by increases in employee-related costs, primarily due to additional headcount from the RTP Fab, higher maintenance expense and increases in production supplies.”
“Research and development expense increased in the three months ended April 3, 2026 primarily due to increases in employee-related costs, including increases in headcount, higher R&D-related material costs and share-based compensation expense.”
“The increase in the three and six months ended 26 April 3, 2026 was primarily driven by higher sales of high-performance analog, coherent and optical Data Center products primarily supporting high speed data rates from 100G up to 1.6T.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind MTSI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 18 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
MTSI is currently a Participant in the organic co-movement group Semiconductor Supply Chain. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.