MACOM Technology Solutions Holdings Inc (LTS:0A8Z)
$ 139.2927 1.2827 (0.93%) Market Cap: 10.21 Bil Enterprise Value: 10.12 Bil PE Ratio: 132.91 PB Ratio: 8.78 GF Score: 68/100

Q4 2024 MACOM Technology Solutions Holdings Inc Earnings Call Transcript

Nov 07, 2024 / 01:30PM GMT
Release Date Price: $136.29 (+11.95%)
Stephen Daly
MACOM Technology Solutions Holdings Inc - President, Chief Executive Officer, Director

(technical difficulty) Our module and subsystem business and key high-performance applications while leveraging our domestic and international operations.

Completing the qualification of our European Semiconductor Center's six inch wafer production line. Before the end of calendar 2025 ramping our high speed photodetector and CW laser products to support 800 G and 1.6 T applications accelerating the pace of new product introductions which can drive increased fab utilization and finally continuing to recruit and attract industry leading talent to ensure we stay on track with executing our comprehensive strategy.

Turning to our end markets, Q4 revenue performance by end market was as expected with industrial and defense at 92.8 million telecom at 51.7 million and data center at 56.2 million for the quarter. Data center was up 14.7% sequentially and I&D and telecom were both up 2.1%. Sequentially.

I'll note our I&D revenue level was an annual and quarterly record.

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