MACOM Technology Solutions Holdings, Inc. MTSI

MACOM's strongest current fact is the latest filed earnings rail: revenue of $289.0M, operating income of $50.8M, net income attributable to the parent of $46.3M, and diluted earnings per share of $0.60 for the 10-Q period ending April 3, 2026. The named public development behind that reporting cycle is the May 7, 2026 SEC EDGAR 8-K, where MACOM Technology Solutions Holdings, Inc. issued a press release reporting results for the fiscal second quarter ended April 3, 2026.

MACOM is not just a ticker wrapper in this source pack. The issuer says it designs and manufactures high-performance semiconductor products for Telecommunications, Industrial and Defense, and Data Center industries. The 10-Q uses the same operating spine and says the company develops differentiated semiconductor products and solutions for customers who demand high performance, quality and reliability. The product rail matters because the filing says recent strength was primarily driven by higher revenue from high-performance analog, coherent and optical Data Center products supporting high speed data rates from 100G up to 1.6T.

The balance sheet rail is material. The latest parsed SEC EDGAR financials show assets of $2.01B, liabilities of $596.8M, and stockholders' equity attributable to the parent of $1.42B for the 10-Q period ending April 3, 2026. Liquidity in the supplied facts includes $98.5M in cash and cash equivalents and $566.3M in short-term investments. Operating cash flow was $121.6M, payments to acquire property, plant and equipment were $26.1M, research and development expense was $69.0M, inventory net was $252.2M, and inventories increased by $14.4M.

No chart route or candle-level source is supplied in this rail, so the market mechanism has to come from the official record rather than invented price levels. The live story is a semiconductor company with real filed profit, cash generation, R&D spend, inventory movement and customer concentration. The 10-Q states that the top ten customers represented 57% of total revenue for each of the three and six months ended April 3, 2026, which makes customer demand and order timing central to the equity story.

The recent news list is mostly SEC EDGAR plumbing rather than a dramatic outside headline: Forms 4 on May 20, May 21 and June 2, Forms 144 on May 26 and May 29, an SD filing on May 29, plus the SEC filing index, submissions JSON and companyfacts JSON. That matters because the public rail is official and traceable, but it does not by itself prove a new product launch, a new customer win, guidance change, dividend, repurchase, lawsuit or analyst action.

The product source adds useful colour without overclaiming. MACOM's website points to Data Center Optical and Lightwave products for OFC 2026 and says the company releases to production more than 150 new standard products every year, plus many more custom products. That supports the idea of a broad engineering and product cadence, but the supplied evidence does not name a single new product launch tied to today's date, nor does it quantify revenue by product line beyond the 10-Q language on Data Center demand.