macom is a new breed of analog semiconductor company—one that delivers a unique combination of high growth, diversification and high profitability. we are enabling a better-connected and safer world by delivering breakthrough semiconductor technologies for optical, wireless and satellite networks that satisfy society’s insatiable demand for information. today, macom powers the infrastructure that millions of lives and livelihoods depend on every minute to communicate, transact business, travel, stay informed and be entertained. our technology increases the speed and coverage of the mobile internet and enables fiber optic networks to carry previously unimaginable volumes of traffic to businesses, homes and data centers. keeping us all safe, macom technology enables next-generation radars for air traffic control and weather forecasting, as well as mission success on the modern networked battlefield. macom is the partner of choice to the world’s leading communications infrastructure and a
Company profile
Ticker
MTSI
Exchange
Website
CEO
Stephen G. Daly
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
M/A-COM Technology Solutions Holdings, Inc.
SEC CIK
Corporate docs
Subsidiaries
MACOM Technology Solutions Inc. • Mindspeed Technologies, LLC • MACOM Connectivity Solutions, LLC • M/A-COM Technology Solutions International Limited • M/A-COM Technology • MACOM Technology Solutions Limited • M/A-COM Tech Asia Inc. • MACOM Technology • MACOM Japan Limited • MACOM Technology Solutions Canada Inc. ...
IRS number
270306875
MTSI stock data
Latest filings (excl ownership)
8-K
Amendments to Articles of Incorporation or Bylaws
13 Mar 24
8-K/A
Financial Statements and Exhibits
2 Feb 24
10-Q
2024 Q1
Quarterly report
1 Feb 24
8-K
MACOM Reports Fiscal First Quarter 2024 Financial Results
1 Feb 24
DEFA14A
Additional proxy soliciting materials
17 Jan 24
DEFA14A
Additional proxy soliciting materials
17 Jan 24
DEF 14A
Definitive proxy
17 Jan 24
PRE 14A
Preliminary proxy
5 Jan 24
8-K
MACOM Announces Appointment of Raj Shanmugaraj to its Board of Directors
4 Jan 24
8-K
MACOM Completes Acquisition of Wolfspeed’s RF Business
4 Dec 23
Transcripts
MTSI
Earnings call transcript
2024 Q1
1 Feb 24
MTSI
Earnings call transcript
2023 Q4
9 Nov 23
MTSI
Earnings call transcript
2023 Q3
3 Aug 23
MTSI
Earnings call transcript
2023 Q2
4 May 23
MTSI
Earnings call transcript
2023 Q1
2 Feb 23
MTSI
Earnings call transcript
2022 Q4
4 Nov 22
MTSI
Earnings call transcript
2022 Q3
28 Jul 22
MTSI
Earnings call transcript
2022 Q2
30 Apr 22
MTSI
Earnings call transcript
2022 Q1
27 Jan 22
MTSI
Earnings call transcript
2021 Q4
4 Nov 21
Latest ownership filings
4
Robert Dennehy
19 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
4
Donghyun Thomas Hwang
13 Mar 24
4
Murugesan Shanmugaraj
12 Mar 24
4
GEOFFREY G RIBAR
12 Mar 24
4
John Ritchie
12 Mar 24
4
CHARLES R BLAND
12 Mar 24
4
Jihye Whang Rosenband
12 Mar 24
4
SUSAN OCAMPO
12 Mar 24
4
PETER Y CHUNG
11 Mar 24
Financial summary
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Annual (USD) | Sep 23 | Sep 22 | Oct 21 | Oct 20 | |
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Institutional ownership, Q4 2023
50.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 212 |
Opened positions | 34 |
Closed positions | 92 |
Increased positions | 70 |
Reduced positions | 77 |
13F shares | Current |
---|---|
Total value | 2.96 tn |
Total shares | 36.15 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 5.73 mm | $532.44 bn |
FMR | 4.56 mm | $423.88 bn |
IVZ Invesco | 2.69 mm | $249.70 bn |
STT State Street | 2.26 mm | $210.15 bn |
JPM JPMorgan Chase & Co. | 1.98 mm | $183.84 bn |
Capital Research Global Investors | 1.33 mm | $123.62 bn |
T. Rowe Price | 1.23 mm | $114.77 mm |
GW&K Investment Management | 1.19 mm | $110.98 mm |
MCQEF Macquarie | 1.11 mm | $102.78 bn |
Artisan Partners Limited Partnership | 1.09 mm | $101.56 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Mar 24 | Dennehy Robert | Common Stock | Sell | Dispose S | No | Yes | 88.88 | 2,370 | 210.65 k | 32,827 |
11 Mar 24 | Hwang Donghyun Thomas | Common Stock | Sell | Dispose S | No | Yes | 92.79 | 2,991 | 277.53 k | 48,325 |
11 Mar 24 | Hwang Donghyun Thomas | Common Stock | Sell | Dispose S | No | Yes | 91.99 | 6,406 | 589.29 k | 51,316 |
8 Mar 24 | Chung Peter Y | Common Stock | Grant | Acquire A | Yes | No | 0 | 2,138 | 0.00 | 47,650 |
8 Mar 24 | Ocampo Susan | Common Stock | Grant | Acquire A | No | No | 0 | 2,138 | 0.00 | 7,150 |
8 Mar 24 | Shanmugaraj Murugesan | Common Stock | Grant | Acquire A | No | No | 0 | 2,138 | 0.00 | 4,215 |
News
3 Semiconductor Stocks Enjoy Boost Due To AI Demand: 'Outlook Remains Strong Through Next Year'
27 Mar 24
MACOM Awarded By Northrop Grumman For Supplier Excellence
19 Mar 24
Carvana, Alaska Air And 2 Other Stocks Insiders Are Selling
1 Mar 24
The Analyst Landscape: 6 Takes On MACOM Technology Solns
2 Feb 24
Needham Maintains Buy on MACOM Technology Solns, Raises Price Target to $100
2 Feb 24
Press releases
MACOM to Demonstrate 100G/Lane Switch to Server Link with LPO Interface at OFC 2024
25 Mar 24
MACOM to Showcase 200G per Lane Products at Optical Fiber Communication Conference and Exhibition (OFC)
21 Mar 24
MACOM Awarded by Northrop Grumman for Supplier Excellence
19 Mar 24
MACOM to Showcase Capabilities at SATELLITE 2024
14 Mar 24
MACOM Reports Fiscal First Quarter 2024 Financial Results
1 Feb 24